SCHG vs. EFIV ETF Comparison

Comparison of Schwab U.S. Large-Cap Growth ETF (SCHG) to SPDR S&P 500 ESG ETF (EFIV)
SCHG

Schwab U.S. Large-Cap Growth ETF

SCHG Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market IndexSM. The fund invests at least 90% of its net assets in stocks that are included in the index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$27.49

Average Daily Volume

4,492,339

Number of Holdings *

223

* may have additional holdings in another (foreign) market
EFIV

SPDR S&P 500 ESG ETF

EFIV Description • Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$57.77

Average Daily Volume

109,257

Number of Holdings *

313

* may have additional holdings in another (foreign) market
Performance
Period SCHG EFIV
30 Days 4.60% 2.81%
60 Days 6.32% 4.79%
90 Days 7.65% 5.59%
12 Months 38.45% 30.64%
65 Overlapping Holdings
Symbol Grade Weight in SCHG Weight in EFIV Overlap
AAPL C 10.4% 9.53% 9.53%
ACN C 0.87% 0.65% 0.65%
ADBE C 0.87% 0.66% 0.66%
ADSK A 0.26% 0.19% 0.19%
AMD F 0.88% 0.63% 0.63%
AXON A 0.17% 0.12% 0.12%
BKR B 0.17% 0.12% 0.12%
BLK C 0.57% 0.4% 0.4%
CMG B 0.32% 0.23% 0.23%
COST B 1.6% 1.15% 1.15%
CPAY A 0.1% 0.07% 0.07%
CRL C 0.04% 0.03% 0.03%
CRM B 1.23% 0.92% 0.92%
CSGP D 0.12% 0.09% 0.09%
CTVA C 0.15% 0.11% 0.11%
DAY B 0.05% 0.03% 0.03%
DECK A 0.11% 0.08% 0.08%
DHR F 0.58% 0.43% 0.43%
EG C 0.06% 0.04% 0.04%
ELV F 0.36% 0.27% 0.27%
EQIX A 0.34% 0.24% 0.24%
EW C 0.17% 0.11% 0.11%
FDS B 0.07% 0.05% 0.05%
FI A 0.48% 0.34% 0.34%
GE D 0.76% 0.55% 0.55%
GOOG C 2.54% 2.42% 2.42%
GOOGL C 3.08% 2.92% 2.92%
GWW B 0.2% 0.15% 0.15%
HES B 0.16% 0.11% 0.11%
HLT A 0.24% 0.17% 0.17%
HUM C 0.13% 0.1% 0.1%
IDXX F 0.14% 0.1% 0.1%
JBHT C 0.06% 0.04% 0.04%
KLAC D 0.33% 0.24% 0.24%
LIN D 0.85% 0.61% 0.61%
LLY F 2.25% 1.79% 1.79%
LRCX F 0.36% 0.27% 0.27%
LULU C 0.14% 0.1% 0.1%
MA C 1.69% 1.2% 1.2%
MAR B 0.26% 0.19% 0.19%
MCO B 0.29% 0.21% 0.21%
MRNA F 0.05% 0.04% 0.04%
MSCI C 0.18% 0.14% 0.14%
MSFT F 9.27% 8.8% 8.8%
MTD D 0.1% 0.07% 0.07%
NVDA C 10.35% 10.02% 10.02%
PH A 0.35% 0.25% 0.25%
POOL C 0.05% 0.04% 0.04%
REGN F 0.32% 0.24% 0.24%
RMD C 0.14% 0.1% 0.1%
RVTY F 0.05% 0.04% 0.04%
SBAC D 0.09% 0.06% 0.06%
SHW A 0.34% 0.25% 0.25%
SPGI C 0.63% 0.45% 0.45%
TMUS B 0.46% 0.33% 0.33%
TRGP B 0.17% 0.12% 0.12%
TSLA B 3.69% 2.55% 2.55%
TTWO A 0.12% 0.08% 0.08%
UBER D 0.57% 0.42% 0.42%
ULTA F 0.07% 0.05% 0.05%
UNH C 2.14% 1.56% 1.56%
URI B 0.22% 0.16% 0.16%
V A 2.05% 1.44% 1.44%
WAT B 0.08% 0.06% 0.06%
ZTS D 0.31% 0.22% 0.22%
SCHG Overweight 158 Positions Relative to EFIV
Symbol Grade Weight
AMZN C 5.65%
META D 3.64%
AVGO D 3.03%
NFLX A 1.43%
NOW A 0.81%
TMO F 0.75%
ISRG A 0.74%
INTU C 0.74%
BKNG A 0.66%
PGR A 0.59%
PANW C 0.49%
PLTR B 0.48%
VRTX F 0.47%
ANET C 0.37%
GEV B 0.35%
CDNS B 0.32%
CRWD B 0.31%
MCK B 0.31%
SNPS B 0.31%
MRVL B 0.3%
APO B 0.29%
TDG D 0.28%
ORLY B 0.28%
CEG D 0.28%
COIN C 0.26%
MSTR C 0.26%
APP B 0.25%
ABNB C 0.23%
FTNT C 0.23%
ROP B 0.23%
WDAY B 0.22%
FICO B 0.22%
DASH A 0.22%
TTD B 0.21%
AZO C 0.21%
CPRT A 0.2%
SQ B 0.2%
FLUT A 0.19%
LNG B 0.19%
VRT B 0.18%
SNOW C 0.17%
IT C 0.16%
ODFL B 0.16%
STZ D 0.15%
CHTR C 0.15%
TEAM A 0.15%
DELL C 0.15%
DDOG A 0.15%
MLM B 0.14%
VMC B 0.14%
IQV D 0.13%
HUBS A 0.13%
ANSS B 0.12%
ALNY D 0.12%
EFX F 0.12%
DXCM D 0.12%
VEEV C 0.12%
RBLX C 0.11%
NVR D 0.11%
CVNA B 0.11%
NET B 0.11%
MPWR F 0.11%
HOOD B 0.1%
TYL B 0.1%
FCNCA A 0.1%
GDDY A 0.1%
TPL A 0.1%
HEI B 0.1%
MKL A 0.09%
TDY B 0.09%
WST C 0.09%
PTC A 0.09%
EME C 0.09%
LPLA A 0.09%
ZS C 0.08%
LII A 0.08%
IBKR A 0.08%
CSL C 0.08%
DKNG B 0.08%
BLDR D 0.08%
LYV A 0.08%
ILMN D 0.08%
MDB C 0.08%
ZM B 0.08%
FSLR F 0.08%
WBD C 0.08%
MOH F 0.07%
PINS D 0.07%
PODD C 0.07%
NTRA B 0.07%
SFM A 0.06%
COHR B 0.06%
CASY A 0.06%
TW A 0.06%
PSTG D 0.06%
DPZ C 0.06%
TWLO A 0.06%
DT C 0.06%
FIX A 0.06%
DOCU A 0.06%
ALGN D 0.06%
TOST B 0.06%
OKTA C 0.05%
BMRN D 0.05%
NBIX C 0.05%
OWL A 0.05%
FTI A 0.05%
CLH B 0.05%
PFGC B 0.05%
TXRH C 0.05%
EPAM C 0.05%
RNR C 0.05%
AVTR F 0.05%
SAIA B 0.05%
EXAS D 0.04%
PEN B 0.04%
WMS D 0.04%
ROKU D 0.04%
WING D 0.04%
MUSA A 0.04%
SRPT D 0.04%
CACI D 0.04%
CHDN B 0.04%
KNSL B 0.04%
BLD D 0.04%
CTLT B 0.04%
PAYC B 0.04%
SMCI F 0.04%
GNRC B 0.04%
FND C 0.04%
LBRDK C 0.04%
INSM C 0.04%
RGEN D 0.03%
WSC D 0.03%
COKE C 0.03%
RIVN F 0.03%
PCOR B 0.03%
OLED D 0.03%
ESTC C 0.03%
TREX C 0.03%
MEDP D 0.03%
CHE D 0.03%
RRC B 0.03%
TKO B 0.03%
CNM D 0.03%
ENPH F 0.03%
PCTY B 0.03%
CELH F 0.02%
PSN D 0.02%
ROIV C 0.02%
U C 0.02%
CLF F 0.02%
PATH C 0.02%
ETSY D 0.02%
BIO D 0.02%
NOV C 0.02%
QRVO F 0.02%
RCM F 0.01%
SCHG Underweight 248 Positions Relative to EFIV
Symbol Grade Weight
JPM A -1.91%
XOM B -1.5%
HD A -1.13%
PG A -1.09%
WMT A -1.03%
BAC A -0.86%
ABBV D -0.84%
CVX A -0.75%
MRK F -0.7%
KO D -0.68%
CSCO B -0.66%
PEP F -0.63%
MCD D -0.59%
ABT B -0.56%
DIS B -0.52%
CAT B -0.52%
GS A -0.52%
QCOM F -0.5%
CMCSA B -0.47%
MS A -0.46%
T A -0.45%
AXP A -0.45%
AMGN D -0.45%
LOW D -0.43%
AMAT F -0.42%
NEE D -0.42%
UNP C -0.41%
ETN A -0.41%
TJX A -0.38%
C A -0.37%
SYK C -0.37%
BSX B -0.36%
ADP B -0.35%
SCHW B -0.33%
BMY B -0.33%
SBUX A -0.32%
GILD C -0.32%
MU D -0.31%
MMC B -0.31%
MDT D -0.31%
INTC D -0.3%
CB C -0.3%
PLD D -0.3%
DE A -0.28%
UPS C -0.27%
NKE D -0.26%
CI F -0.26%
TT A -0.26%
MDLZ F -0.25%
PYPL B -0.25%
ICE C -0.25%
AMT D -0.25%
CME A -0.23%
WM A -0.23%
PNC B -0.23%
AON A -0.23%
WELL A -0.22%
USB A -0.22%
ITW B -0.21%
CL D -0.21%
EMR A -0.21%
CTAS B -0.21%
CSX B -0.2%
COF B -0.2%
TGT F -0.2%
BDX F -0.19%
WMB A -0.19%
CVS D -0.19%
APD A -0.19%
ECL D -0.18%
OKE A -0.18%
CARR D -0.18%
GM B -0.18%
AJG B -0.18%
NSC B -0.17%
PCAR B -0.17%
SLB C -0.17%
FCX D -0.17%
TFC A -0.17%
AFL B -0.16%
BK A -0.16%
JCI C -0.16%
TRV B -0.16%
SRE A -0.16%
ALL A -0.15%
PSA D -0.15%
MPC D -0.15%
PSX C -0.15%
DLR B -0.15%
AMP A -0.15%
RCL A -0.15%
FIS C -0.14%
AIG B -0.14%
CMI A -0.14%
KMI A -0.14%
AME A -0.13%
PAYX C -0.13%
ROST C -0.13%
NEM D -0.13%
DHI D -0.13%
MET A -0.13%
PWR A -0.13%
DAL C -0.12%
IR B -0.12%
PEG A -0.12%
COR B -0.12%
RSG A -0.12%
DFS B -0.12%
VLO C -0.12%
PRU A -0.12%
SYY B -0.11%
KDP D -0.11%
ACGL D -0.11%
YUM B -0.11%
EXC C -0.11%
A D -0.11%
EA A -0.11%
KR B -0.11%
OTIS C -0.11%
CBRE B -0.11%
VRSK A -0.11%
HIG B -0.1%
OXY D -0.1%
WAB B -0.1%
EXR D -0.1%
MTB A -0.1%
HPQ B -0.1%
GIS D -0.1%
CNC D -0.09%
CAH B -0.09%
DOW F -0.09%
ETR B -0.09%
EIX B -0.09%
FITB A -0.09%
WTW B -0.09%
ROK B -0.09%
AVB B -0.09%
ED D -0.09%
NDAQ A -0.09%
FANG D -0.09%
IRM D -0.09%
HSY F -0.08%
DOV A -0.08%
KHC F -0.08%
STT A -0.08%
HPE B -0.08%
PPG F -0.08%
ON D -0.08%
GPN B -0.08%
RJF A -0.08%
XYL D -0.08%
EBAY D -0.08%
TSCO D -0.08%
RF A -0.07%
HUBB B -0.07%
BIIB F -0.07%
DVN F -0.07%
CCL B -0.07%
ADM D -0.07%
SW A -0.07%
EQR B -0.07%
HBAN A -0.07%
SYF B -0.07%
EQT B -0.07%
AWK D -0.07%
PHM D -0.07%
BR A -0.07%
TROW B -0.07%
HAL C -0.07%
VTR C -0.07%
FTV C -0.07%
OMC C -0.06%
CBOE B -0.06%
WDC D -0.06%
CFG B -0.06%
NTRS A -0.06%
LYB F -0.06%
ES D -0.06%
K A -0.06%
ZBH C -0.06%
WY D -0.06%
EXPE B -0.06%
IFF D -0.06%
AVY D -0.05%
KIM A -0.05%
BAX D -0.05%
ARE D -0.05%
GPC D -0.05%
MAS D -0.05%
LVS C -0.05%
PNR A -0.05%
KEY B -0.05%
IEX B -0.05%
BBY D -0.05%
TSN B -0.05%
DGX A -0.05%
HOLX D -0.05%
PFG D -0.05%
BALL D -0.05%
MKC D -0.05%
JKHY D -0.04%
ALB C -0.04%
INCY C -0.04%
CHRW C -0.04%
SWK D -0.04%
CAG D -0.04%
AKAM D -0.04%
UDR B -0.04%
AMCR D -0.04%
EL F -0.04%
APTV D -0.04%
DOC D -0.04%
CF B -0.04%
TFX F -0.03%
GL B -0.03%
MKTX D -0.03%
LKQ D -0.03%
NWSA B -0.03%
IPG D -0.03%
AIZ A -0.03%
TAP C -0.03%
LW C -0.03%
BXP D -0.03%
SJM D -0.03%
TPR B -0.03%
NCLH B -0.03%
REG B -0.03%
KMX B -0.03%
ALLE D -0.03%
HST C -0.03%
WBA F -0.02%
PARA C -0.02%
BEN C -0.02%
FMC D -0.02%
DVA B -0.02%
MHK D -0.02%
BWA D -0.02%
IVZ B -0.02%
WYNN D -0.02%
RL B -0.02%
HAS D -0.02%
MOS F -0.02%
CZR F -0.02%
FRT B -0.02%
CPB D -0.02%
MGM D -0.02%
HRL D -0.02%
NWS B -0.01%
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