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
$27.79
Average Daily Volume
4,350,090
Number of Holdings
*
222
* 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 IndexGrade (RS Rating)
Last Trade
$57.81
Average Daily Volume
105,080
Number of Holdings
*
312
* may have additional holdings in another (foreign) market
Performance
| Period | SCHG | EFIV |
|---|---|---|
| 30 Days | 5.19% | 2.94% |
| 60 Days | 9.32% | 6.26% |
| 90 Days | 12.65% | 9.35% |
| 12 Months | 44.81% | 34.98% |
64 Overlapping Holdings
| Symbol | Grade | Weight in SCHG | Weight in EFIV | Overlap | |
|---|---|---|---|---|---|
| AAPL | A | 12.34% | 9.52% | 9.52% | |
| ACN | D | 0.78% | 0.63% | 0.63% | |
| ADBE | B | 0.76% | 0.63% | 0.63% | |
| ADSK | B | 0.22% | 0.18% | 0.18% | |
| AMD | B | 0.84% | 0.66% | 0.66% | |
| AXON | C | 0.11% | 0.09% | 0.09% | |
| BKR | C | 0.14% | 0.12% | 0.12% | |
| CMG | D | 0.27% | 0.22% | 0.22% | |
| COST | B | 1.4% | 1.12% | 1.12% | |
| CPAY | C | 0.08% | 0.07% | 0.07% | |
| CRL | F | 0.03% | 0.03% | 0.03% | |
| CRM | F | 1.02% | 0.84% | 0.84% | |
| CSGP | F | 0.11% | 0.09% | 0.09% | |
| CTVA | D | 0.15% | 0.12% | 0.12% | |
| DAY | F | 0.04% | 0.04% | 0.04% | |
| DECK | D | 0.09% | 0.07% | 0.07% | |
| DHR | D | 0.57% | 0.45% | 0.45% | |
| EG | D | 0.06% | 0.04% | 0.04% | |
| ELV | C | 0.34% | 0.28% | 0.28% | |
| EQIX | C | 0.31% | 0.24% | 0.24% | |
| EW | B | 0.15% | 0.11% | 0.11% | |
| FDS | D | 0.06% | 0.05% | 0.05% | |
| FI | D | 0.41% | 0.34% | 0.34% | |
| GE | C | 0.67% | 0.55% | 0.55% | |
| GOOG | A | 2.98% | 2.41% | 2.41% | |
| GOOGL | A | 3.6% | 2.91% | 2.91% | |
| GWW | D | 0.18% | 0.15% | 0.15% | |
| HES | D | 0.13% | 0.11% | 0.11% | |
| HLT | A | 0.21% | 0.17% | 0.17% | |
| HUM | C | 0.11% | 0.1% | 0.1% | |
| IDXX | D | 0.12% | 0.1% | 0.1% | |
| JBHT | F | 0.05% | 0.04% | 0.04% | |
| KLAC | A | 0.32% | 0.26% | 0.26% | |
| LIN | B | 0.79% | 0.63% | 0.63% | |
| LLY | A | 2.35% | 1.72% | 1.72% | |
| LRCX | A | 0.35% | 0.28% | 0.28% | |
| LULU | F | 0.12% | 0.1% | 0.1% | |
| MA | D | 1.48% | 1.21% | 1.21% | |
| MAR | B | 0.22% | 0.18% | 0.18% | |
| MCO | A | 0.26% | 0.2% | 0.2% | |
| MRNA | D | 0.07% | 0.05% | 0.05% | |
| MSCI | C | 0.16% | 0.13% | 0.13% | |
| MSFT | A | 10.85% | 8.78% | 8.78% | |
| MTD | D | 0.1% | 0.08% | 0.08% | |
| NVDA | B | 11.74% | 10.07% | 10.07% | |
| PH | D | 0.29% | 0.26% | 0.26% | |
| POOL | F | 0.05% | 0.04% | 0.04% | |
| REGN | B | 0.32% | 0.24% | 0.24% | |
| RMD | D | 0.13% | 0.1% | 0.1% | |
| RVTY | D | 0.05% | 0.04% | 0.04% | |
| SBAC | D | 0.09% | 0.07% | 0.07% | |
| SHW | C | 0.3% | 0.25% | 0.25% | |
| SPGI | A | 0.56% | 0.44% | 0.44% | |
| TMUS | B | 0.39% | 0.32% | 0.32% | |
| TRGP | A | 0.13% | 0.11% | 0.11% | |
| TSLA | B | 2.49% | 2.25% | 2.25% | |
| TTWO | D | 0.1% | 0.08% | 0.08% | |
| UBER | C | 0.54% | 0.44% | 0.44% | |
| ULTA | D | 0.06% | 0.05% | 0.05% | |
| UNH | D | 1.87% | 1.55% | 1.55% | |
| URI | D | 0.19% | 0.17% | 0.17% | |
| V | D | 1.74% | 1.44% | 1.44% | |
| WAT | D | 0.07% | 0.07% | 0.07% | |
| ZTS | C | 0.29% | 0.22% | 0.22% |
SCHG Overweight 158 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | A | 6.25% | |
| META | B | 4.46% | |
| AVGO | B | 2.84% | |
| NFLX | C | 1.17% | |
| TMO | D | 0.75% | |
| NOW | C | 0.69% | |
| ISRG | A | 0.64% | |
| INTU | C | 0.61% | |
| BKNG | B | 0.56% | |
| PGR | B | 0.51% | |
| VRTX | A | 0.44% | |
| PANW | C | 0.42% | |
| ANET | B | 0.36% | |
| CEG | C | 0.3% | |
| GEV | B | 0.3% | |
| PLTR | A | 0.3% | |
| SNPS | B | 0.28% | |
| CDNS | B | 0.27% | |
| TDG | D | 0.26% | |
| CRWD | C | 0.25% | |
| MRVL | B | 0.25% | |
| ORLY | C | 0.24% | |
| APO | B | 0.23% | |
| MCK | C | 0.23% | |
| ROP | C | 0.21% | |
| ABNB | C | 0.21% | |
| AZO | D | 0.19% | |
| DASH | F | 0.19% | |
| TTD | B | 0.19% | |
| FICO | B | 0.18% | |
| WDAY | F | 0.18% | |
| FTNT | F | 0.18% | |
| LNG | B | 0.16% | |
| CPRT | C | 0.16% | |
| VRT | D | 0.15% | |
| FLUT | C | 0.15% | |
| MSTR | D | 0.15% | |
| ODFL | C | 0.14% | |
| SNOW | F | 0.14% | |
| IT | B | 0.14% | |
| DDOG | C | 0.14% | |
| SQ | D | 0.14% | |
| DELL | B | 0.13% | |
| IQV | D | 0.13% | |
| MLM | D | 0.13% | |
| VMC | D | 0.13% | |
| APP | B | 0.13% | |
| STZ | C | 0.13% | |
| COIN | D | 0.13% | |
| MPWR | B | 0.13% | |
| EFX | C | 0.12% | |
| ALNY | A | 0.12% | |
| TEAM | C | 0.11% | |
| VEEV | F | 0.11% | |
| CHTR | C | 0.11% | |
| NET | C | 0.1% | |
| RBLX | B | 0.1% | |
| NVR | C | 0.1% | |
| ANSS | B | 0.1% | |
| CVNA | B | 0.1% | |
| DXCM | F | 0.1% | |
| HUBS | F | 0.1% | |
| HEI | B | 0.09% | |
| TYL | B | 0.09% | |
| FSLR | D | 0.08% | |
| LPLA | C | 0.08% | |
| TDY | D | 0.08% | |
| TPL | B | 0.08% | |
| WST | F | 0.08% | |
| PTC | C | 0.08% | |
| ILMN | D | 0.08% | |
| FCNCA | C | 0.08% | |
| GDDY | B | 0.08% | |
| WBD | D | 0.07% | |
| LYV | B | 0.07% | |
| MOH | F | 0.07% | |
| LII | B | 0.07% | |
| PINS | C | 0.07% | |
| CSL | C | 0.07% | |
| MKL | D | 0.07% | |
| ZM | F | 0.07% | |
| MDB | F | 0.07% | |
| BLDR | D | 0.07% | |
| EME | C | 0.07% | |
| PSTG | B | 0.06% | |
| DT | F | 0.06% | |
| PODD | C | 0.06% | |
| IBKR | B | 0.06% | |
| HOOD | C | 0.06% | |
| ZS | B | 0.06% | |
| DKNG | F | 0.06% | |
| BMRN | C | 0.05% | |
| PFGC | F | 0.05% | |
| TXRH | C | 0.05% | |
| EXAS | F | 0.05% | |
| SFM | C | 0.05% | |
| SAIA | C | 0.05% | |
| TWLO | F | 0.05% | |
| RNR | D | 0.05% | |
| FIX | D | 0.05% | |
| COHR | B | 0.05% | |
| DOCU | D | 0.05% | |
| ALGN | D | 0.05% | |
| DPZ | D | 0.05% | |
| CASY | C | 0.05% | |
| SMCI | C | 0.05% | |
| TW | D | 0.05% | |
| NTRA | B | 0.05% | |
| AVTR | F | 0.05% | |
| GNRC | C | 0.04% | |
| PAYC | F | 0.04% | |
| CHDN | C | 0.04% | |
| LBRDK | D | 0.04% | |
| BLD | D | 0.04% | |
| WMS | D | 0.04% | |
| CTLT | B | 0.04% | |
| EPAM | F | 0.04% | |
| FND | F | 0.04% | |
| ENPH | D | 0.04% | |
| FTI | B | 0.04% | |
| OWL | D | 0.04% | |
| INSM | A | 0.04% | |
| OKTA | C | 0.04% | |
| CLH | C | 0.04% | |
| SRPT | C | 0.04% | |
| NBIX | B | 0.04% | |
| TOST | C | 0.04% | |
| CACI | B | 0.04% | |
| PCOR | F | 0.03% | |
| RGEN | F | 0.03% | |
| RIVN | C | 0.03% | |
| RRC | D | 0.03% | |
| TREX | D | 0.03% | |
| TKO | B | 0.03% | |
| MEDP | B | 0.03% | |
| OLED | B | 0.03% | |
| PCTY | F | 0.03% | |
| CHE | F | 0.03% | |
| ROKU | C | 0.03% | |
| WING | C | 0.03% | |
| CNM | D | 0.03% | |
| PEN | D | 0.03% | |
| MUSA | B | 0.03% | |
| KNSL | F | 0.03% | |
| CELH | F | 0.02% | |
| ROIV | C | 0.02% | |
| PSN | C | 0.02% | |
| PATH | F | 0.02% | |
| U | F | 0.02% | |
| ETSY | F | 0.02% | |
| NOV | D | 0.02% | |
| CLF | D | 0.02% | |
| WSC | F | 0.02% | |
| COKE | C | 0.02% | |
| QRVO | A | 0.02% | |
| BIO | D | 0.02% | |
| ESTC | B | 0.02% | |
| RCM | C | 0.01% |
SCHG Underweight 248 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | B | -1.98% | |
| XOM | D | -1.51% | |
| HD | B | -1.08% | |
| PG | B | -1.07% | |
| WMT | A | -1.02% | |
| ABBV | C | -1.0% | |
| BAC | A | -0.86% | |
| CVX | D | -0.75% | |
| MRK | C | -0.72% | |
| KO | C | -0.69% | |
| CSCO | D | -0.66% | |
| PEP | D | -0.64% | |
| MCD | F | -0.59% | |
| CAT | D | -0.57% | |
| ABT | D | -0.57% | |
| QCOM | B | -0.54% | |
| GS | A | -0.53% | |
| DIS | F | -0.5% | |
| AMGN | B | -0.49% | |
| CMCSA | F | -0.49% | |
| AXP | B | -0.47% | |
| MS | A | -0.46% | |
| T | B | -0.45% | |
| AMAT | A | -0.44% | |
| UNP | D | -0.43% | |
| NEE | D | -0.43% | |
| LOW | D | -0.42% | |
| ETN | C | -0.4% | |
| TJX | A | -0.37% | |
| C | A | -0.37% | |
| SYK | B | -0.36% | |
| BSX | B | -0.36% | |
| MU | B | -0.35% | |
| ADP | D | -0.35% | |
| BMY | D | -0.32% | |
| SCHW | C | -0.32% | |
| GILD | C | -0.32% | |
| MDT | D | -0.32% | |
| SBUX | F | -0.31% | |
| MMC | B | -0.31% | |
| CB | C | -0.3% | |
| PLD | B | -0.3% | |
| INTC | C | -0.3% | |
| DE | F | -0.29% | |
| UPS | F | -0.28% | |
| AMT | B | -0.26% | |
| CI | D | -0.25% | |
| TT | B | -0.25% | |
| MDLZ | D | -0.25% | |
| ICE | A | -0.25% | |
| NKE | F | -0.25% | |
| PNC | A | -0.23% | |
| AON | C | -0.23% | |
| PYPL | D | -0.23% | |
| WELL | B | -0.22% | |
| CVS | F | -0.22% | |
| CME | D | -0.22% | |
| WM | B | -0.22% | |
| USB | C | -0.22% | |
| COF | D | -0.21% | |
| CL | B | -0.21% | |
| ITW | D | -0.21% | |
| CTAS | A | -0.21% | |
| CSX | D | -0.2% | |
| EMR | C | -0.2% | |
| FCX | C | -0.19% | |
| WMB | B | -0.19% | |
| APD | D | -0.19% | |
| TGT | D | -0.19% | |
| BDX | F | -0.19% | |
| NSC | D | -0.18% | |
| TFC | B | -0.18% | |
| CARR | C | -0.18% | |
| AJG | A | -0.18% | |
| OKE | B | -0.17% | |
| PCAR | D | -0.17% | |
| GM | B | -0.17% | |
| ECL | B | -0.17% | |
| SLB | D | -0.17% | |
| AMP | B | -0.16% | |
| SRE | B | -0.16% | |
| BK | A | -0.16% | |
| TRV | D | -0.16% | |
| MPC | F | -0.15% | |
| DLR | A | -0.15% | |
| PSX | F | -0.15% | |
| RCL | B | -0.15% | |
| JCI | D | -0.15% | |
| AFL | B | -0.15% | |
| CMI | D | -0.14% | |
| MET | C | -0.14% | |
| DHI | D | -0.14% | |
| AIG | C | -0.14% | |
| ALL | D | -0.14% | |
| KMI | A | -0.14% | |
| NEM | A | -0.14% | |
| PSA | C | -0.14% | |
| PRU | A | -0.13% | |
| PWR | D | -0.13% | |
| DFS | C | -0.13% | |
| ROST | B | -0.13% | |
| FIS | D | -0.13% | |
| PAYX | D | -0.13% | |
| IR | C | -0.12% | |
| PEG | A | -0.12% | |
| RSG | A | -0.12% | |
| COR | D | -0.12% | |
| AME | D | -0.12% | |
| VLO | D | -0.12% | |
| YUM | D | -0.11% | |
| SYY | D | -0.11% | |
| EA | A | -0.11% | |
| ACGL | D | -0.11% | |
| EXC | D | -0.11% | |
| CBRE | B | -0.11% | |
| VRSK | A | -0.11% | |
| KR | C | -0.11% | |
| DAL | D | -0.11% | |
| A | D | -0.11% | |
| OTIS | B | -0.11% | |
| DOW | D | -0.1% | |
| ED | D | -0.1% | |
| HIG | D | -0.1% | |
| FANG | B | -0.1% | |
| EXR | C | -0.1% | |
| OXY | D | -0.1% | |
| WAB | C | -0.1% | |
| MTB | B | -0.1% | |
| HPQ | B | -0.1% | |
| GIS | D | -0.1% | |
| KDP | D | -0.1% | |
| ON | C | -0.09% | |
| EIX | C | -0.09% | |
| ETR | C | -0.09% | |
| TSCO | D | -0.09% | |
| AVB | B | -0.09% | |
| FITB | C | -0.09% | |
| NDAQ | B | -0.09% | |
| WTW | C | -0.09% | |
| CNC | D | -0.09% | |
| IRM | A | -0.09% | |
| ROK | C | -0.09% | |
| PHM | D | -0.08% | |
| HAL | F | -0.08% | |
| TROW | B | -0.08% | |
| HPE | B | -0.08% | |
| DOV | C | -0.08% | |
| CAH | D | -0.08% | |
| STT | C | -0.08% | |
| PPG | D | -0.08% | |
| GPN | F | -0.08% | |
| KHC | D | -0.08% | |
| EBAY | C | -0.08% | |
| RJF | D | -0.08% | |
| XYL | C | -0.08% | |
| EQT | D | -0.07% | |
| RF | B | -0.07% | |
| EQR | B | -0.07% | |
| CCL | C | -0.07% | |
| HUBB | D | -0.07% | |
| DVN | D | -0.07% | |
| BR | B | -0.07% | |
| HBAN | C | -0.07% | |
| BIIB | C | -0.07% | |
| ADM | B | -0.07% | |
| FTV | D | -0.07% | |
| VTR | B | -0.07% | |
| AWK | C | -0.07% | |
| SW | D | -0.07% | |
| HSY | D | -0.07% | |
| SYF | B | -0.07% | |
| OMC | C | -0.06% | |
| CBOE | D | -0.06% | |
| NTRS | B | -0.06% | |
| EXPE | B | -0.06% | |
| CFG | B | -0.06% | |
| ES | D | -0.06% | |
| K | D | -0.06% | |
| IFF | B | -0.06% | |
| LYB | D | -0.06% | |
| ZBH | F | -0.06% | |
| WDC | B | -0.06% | |
| WY | F | -0.06% | |
| KIM | B | -0.05% | |
| AVY | D | -0.05% | |
| TSN | D | -0.05% | |
| GPC | F | -0.05% | |
| PNR | D | -0.05% | |
| DGX | C | -0.05% | |
| MAS | D | -0.05% | |
| ARE | D | -0.05% | |
| BBY | B | -0.05% | |
| LVS | F | -0.05% | |
| IEX | D | -0.05% | |
| BALL | D | -0.05% | |
| PFG | C | -0.05% | |
| BAX | D | -0.05% | |
| KEY | C | -0.05% | |
| HOLX | C | -0.05% | |
| MKC | C | -0.05% | |
| CHRW | C | -0.04% | |
| HST | D | -0.04% | |
| INCY | B | -0.04% | |
| UDR | B | -0.04% | |
| JKHY | D | -0.04% | |
| CAG | D | -0.04% | |
| SWK | D | -0.04% | |
| APTV | D | -0.04% | |
| AMCR | C | -0.04% | |
| EL | F | -0.04% | |
| CF | F | -0.04% | |
| DOC | B | -0.04% | |
| AKAM | D | -0.04% | |
| HRL | D | -0.03% | |
| CPB | B | -0.03% | |
| TFX | B | -0.03% | |
| TAP | F | -0.03% | |
| LKQ | D | -0.03% | |
| GL | D | -0.03% | |
| MKTX | D | -0.03% | |
| AIZ | D | -0.03% | |
| NWSA | A | -0.03% | |
| ALB | F | -0.03% | |
| IPG | F | -0.03% | |
| LW | F | -0.03% | |
| TPR | C | -0.03% | |
| BXP | B | -0.03% | |
| REG | B | -0.03% | |
| KMX | B | -0.03% | |
| NCLH | B | -0.03% | |
| ALLE | D | -0.03% | |
| SJM | F | -0.03% | |
| WBA | F | -0.02% | |
| BEN | D | -0.02% | |
| PARA | D | -0.02% | |
| DVA | C | -0.02% | |
| FMC | F | -0.02% | |
| MHK | D | -0.02% | |
| BWA | D | -0.02% | |
| WYNN | F | -0.02% | |
| RL | C | -0.02% | |
| HAS | D | -0.02% | |
| IVZ | C | -0.02% | |
| FRT | B | -0.02% | |
| MGM | B | -0.02% | |
| CZR | C | -0.02% | |
| MOS | F | -0.02% | |
| NWS | A | -0.01% |
SCHG: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Biotechnology
Software - Infrastructure
Capital Markets
Specialty Retail
Semiconductors
Building Materials
Diversified Industrials
Internet Content & Information
Health Care Plans
Information Technology Services
Medical Devices
Restaurants
Semiconductor Equipment & Materials
Aerospace & Defense
Business Services
Gambling
Insurance - Property & Casualty
Media - Diversified
EFIV: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Banks - Regional - US
Capital Markets
Packaged Foods
Diagnostics & Research
Asset Management
Credit Services
Drug Manufacturers - Major
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Specialty Retail
Agricultural Inputs
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