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Schwab US Large-Cap Growth ETF™ SCHG ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHG

Will SCHG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCHG’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cheap, low-turnover exposure to large-growth stocks.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Schwab U.S. Large-Cap Growth ETF SCHG constructs a market-cap weighted portfolio of fast-growing U.S. large-cap stocks with a low fee. Despite being top-heavy, the fund broadly represents the large-growth opportunity set and comes with a fee advantage that should translate into sound peer-relative performance. It earns a Morningstar Medalist Rating of Silver.

by Mo'ath Almahasneh
Rated on Published on

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