Compare/Updated Oct 26, 2026, refreshed every trading day
SCHG vs SWPPX
Schwab U.S. Large-Cap Growth ETF against Schwab S&P 500 Index Fund- Select Shares: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
SCHG delivered the stronger recent performance: $1,000 invested on Oct 28, 2022 would be worth $2,406 today, compared with $16,555 for SWPPX. SCHG also beat SWPPX in 30 of the last 48 months, with a typical monthly advantage of 1.26 points. However, the reported figures contain material inconsistencies: the stated investment values conflict with the listed three-year returns, and the correlation figures differ sharply between the full comparison and the last 12 months. Risk data favors SWPPX, with 12.8% volatility versus 16.8% for SCHG, although its reported worst drawdown was much larger at -83.7% versus -23.4% for SCHG. SCHG also has a 0.04% expense ratio and $62B in assets. Overall, the supplied figures indicate stronger performance for SWPPX, but the inconsistencies mean the comparison should be interpreted cautiously.
- 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 SWPPX?
SCHG beat SWPPX in 30 of the last 48 months; SWPPX won the other 18. The typical monthly gap was 1.26 points.
Total return by period
Which is riskier?
SCHG: Dec 16, 2024 to Apr 8, 2025; SWPPX: Aug 14, 2025 to Mar 30, 2026
- -0.012
- correlation of daily moves, 4 years
- 0.00
- SCHG move per 1% in SWPPX
- 0.869
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 1.26 points.
When did they diverge?
| Month | SCHG | SWPPX | Gap |
|---|---|---|---|
| January 2023 | +9.9% | +2169.0% | -2159.07 pts |
| December 2022 | -8.3% | +116.1% | -124.38 pts |
| August 2025 | +1.0% | -83.0% | +83.99 pts |
| May 2023 | +6.3% | +0.4% | +5.89 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 SWPPX?
- Price
- $19.70
Go deeper
Ask InvestGPT which one fits your portfolio.
Eight research agents read your holdings, the overlap and the tax side, then answer in plain words. Free accounts get one report a month.
More comparisons
Find another comparison.
Track both, get told when something changes.
Add SCHG and SWPPX to a watchlist and Kavout emails you when a signal flips or a price target is hit.
Free account, no card