Compare/Updated Oct 26, 2026, refreshed every trading day
SCHG vs FXAIX
Schwab U.S. Large-Cap Growth ETF against Fidelity 500 Index Fund: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
SCHG did better over the period: $1,000 invested on October 28, 2022 would be worth $2,406 versus $2,023 in FXAIX, a difference of $383. SCHG’s higher return reflects its large-cap growth focus and greater sensitivity to market movements: it moved 1.23% for every 1% move in FXAIX, beat FXAIX in 29 of the last 48 months, and had 16.8% volatility versus 12.6% for FXAIX. SCHG also experienced the deeper worst drawdown, -23.4% versus -19.0%. FXAIX therefore delivered lower returns over this period but with lower volatility and a smaller drawdown. The funds remained highly correlated, with daily-move correlation of 0.942, so SCHG’s advantage came primarily from stronger growth exposure rather than substantial diversification.
- Price is above its 200-day average ($33); 50-day at $36.
- RSI 38, neutral. Supertrend says sell. ADX 23, so the trend is developing.
- Technical indicators are not available for this ticker yet.
Head to head
Which has returned more, SCHG or FXAIX?
SCHG beat FXAIX in 29 of the last 48 months; FXAIX won the other 19. The typical monthly gap was 1.39 points.
Total return by period
Which is riskier?
SCHG: Dec 16, 2024 to Apr 8, 2025; FXAIX: Feb 19, 2025 to Apr 8, 2025
- 0.942
- correlation of daily moves, 4 years
- 1.23
- SCHG move per 1% in FXAIX
- 0.888
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 1.39 points.
When did they diverge?
| Month | SCHG | FXAIX | Gap |
|---|---|---|---|
| May 2023 | +6.3% | +0.4% | +5.89 pts |
| March 2023 | +8.2% | +3.7% | +4.48 pts |
| January 2023 | +9.9% | +6.3% | +3.67 pts |
| January 2026 | -1.9% | +1.4% | -3.35 pts |
Where the numbers come from. 1000 daily adjusted closes per fund from the Kavout market-data API, dividends included. Signals and indicators are Kavout’s own, refreshed nightly. Every figure is calculated from those adjusted closes.
Holdings and fees
What do you actually own with SCHG and FXAIX?
- Price
- $264.99
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