SCHG vs SPY — stock comparison tool

SCHG currently yields 0.39% TTM versus SPY at 0.98%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

SCHGSPY
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
SCHG
SPY

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

SCHG Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SPY Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
SCHG$35.53
—

Schwab U.S. Large-Cap Growth ETF

SPY$769.05
—

State Street SPDR S&P 500 ETF

Dividend Information

Dividend Yield
0.39%
0.98%
Annual Dividend
$0.14
$7.53
Dividend Growth (5yr)
-
-
Years of Growth
4
16
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

SCHG

189 holdings
Technology54.29%
Communication Services13.65%
Consumer Cyclical10.13%
Industrials6.95%
Healthcare6.57%
Financial Services4.98%
Consumer Defensive1.11%
Basic Materials0.94%
Energy0.67%
Utilities0.40%
Real Estate0.30%
Cash & Others0.01%

Top 10 holdings

NameWeight
NVDANVIDIA12.13%
AAPLAPPLE11.73%
MSFTMICROSOFT9.19%
AMZNAMAZON COM INC5.74%
GOOGLALPHABET CLASS A4.68%
METAMETA PLATFORMS CLASS A4.25%
AVGOBROADCOM INC4.00%
GOOGALPHABET CLASS C3.75%
LLYELI LILLY2.73%
TSLATESLA INC2.71%
Top 1060.90%

SPY

504 holdings
Technology38.38%
Financial Services11.66%
Communication Services9.84%
Healthcare9.62%
Consumer Cyclical8.80%
Industrials8.00%
Consumer Defensive4.73%
Energy3.64%
Utilities1.96%
Real Estate1.71%
Basic Materials1.66%
Cash & Others0.28%

Top 10 holdings

NameWeight
NVDANVIDIA CORP7.93%
AAPLAPPLE INC7.55%
MSFTMICROSOFT CORP5.98%
AMZNAMAZON.COM INC3.89%
GOOGLALPHABET INC CL A3.05%
GOOGALPHABET INC CL C2.44%
AVGOBROADCOM INC2.40%
METAMETA PLATFORMS INC CLASS A2.35%
TSLATESLA INC1.57%
MUMICRON TECHNOLOGY INC1.54%
Top 1038.69%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

534753
SCHGSharedSPY

Overlap by weight

54%

Share of portfolio weight that appears in both funds.

# overlapping holdings

47

SCHG: 47% also in SPYSPY: 47% also in SCHG

SCHG: showing top 100 holdings by weight (of 189) · SPY: showing top 100 holdings by weight (of 504). Overlap counts use this top slice, not the full fund book.

Sector drift (SCHG vs SPY)

Left = heavier in SCHG. Right = heavier in SPY.

SCHG overweight (left)SPY overweight (right)
47 shown

Overlapping tickers

NVDA		12.1%7.9%7.9%
AAPL		11.7%7.6%7.6%
MSFT		9.2%6.0%6.0%
AMZN		5.7%3.9%3.9%
GOOGL		4.7%3.0%3.0%
GOOG		3.7%2.4%2.4%
AVGO		4.0%2.4%2.4%
META		4.2%2.3%2.3%
TSLA		2.7%1.6%1.6%
MU		2.7%1.5%1.5%

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SCHG vs SPY Dividend Comparison | DRIP Tool | Dividend Wealth