Compare/Updated Oct 26, 2026, refreshed every trading day
SWLGX vs SCHG
Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund against Schwab U.S. Large-Cap Growth ETF: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
SCHG clearly outperformed SWLGX over the 1,000-trading-day period from Oct. 28, 2022 to Oct. 23, 2026. A $1,000 investment grew to $2,406 in SCHG (+140.6%), versus $273 in SWLGX (-72.7%). SCHG also delivered stronger returns across every listed period, including 1-year returns of +9.1% versus +2.2% and 3-year returns of +90.4% versus -77.6%. The performance difference matters because SCHG achieved better results with lower 12-month volatility: 16.8% versus 18.0%. Its worst drawdown was also substantially smaller, at -23.4% versus -88.6% for SWLGX. SCHG’s 0.04% expense ratio and $62B in assets may also support its comparative appeal. Although SWLGX beat SCHG in 22 of the last 48 months, SCHG won 26, and the long-term outcome strongly favored SCHG.
- Technical indicators are not available for this ticker yet.
- 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.
Head to head
Which has returned more, SWLGX or SCHG?
SWLGX beat SCHG in 22 of the last 48 months; SCHG won the other 26. The typical monthly gap was 0.34 points.
Total return by period
Which is riskier?
SWLGX: Aug 14, 2025 to Mar 30, 2026; SCHG: Dec 16, 2024 to Apr 8, 2025
- 0.395
- correlation of daily moves, 4 years
- 0.97
- SWLGX move per 1% in SCHG
- 0.902
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.34 points.
When did they diverge?
| Month | SWLGX | SCHG | Gap |
|---|---|---|---|
| August 2025 | -87.4% | +1.0% | -88.36 pts |
| July 2026 | -4.8% | +1.0% | -5.74 pts |
| May 2023 | +4.5% | +6.3% | -1.78 pts |
| January 2023 | +8.3% | +9.9% | -1.62 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 SWLGX and SCHG?
- Price
- $17.80
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