BLGRvsSCHGETF Comparison
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Bluemonte Large Cap Growth ETF (BLGR) and Schwab U.S. Large-Cap Growth ETF (SCHG) belong to the same industry segment: US Large Cap Growth. BLGR's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, SCHG's top sector exposures are Technology, Healthcare and Finance. BLGR is more expensive with a Total Expense Ratio (TER) of 0.28%, versus 0.04% for SCHG. BLGR is up 12.45% year-to-date (YTD) with +$68M in YTD flows. SCHG performs worse with 8.32% YTD performance, and +$5.64B in YTD flows. Run a side-by-side ETF comparison of BLGR and SCHG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BLGR vs SCHG performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BLGR SCHG | +2.91%+0.82% | +2.30%+1.75% | +12.45%+8.32% | +15.01%+11.37% | n/a+88.99% | n/a+84.98% |
| Flows | BLGR SCHG | +$8M+$555M | +$19M+$1.39B | +$68M+$5.64B | +$84M+$6.30B | -+$20.62B | -+$24.02B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BLGR SCHG | +15.05%+14.85% | +16.76%+16.64% | n/a+19.71% | n/a+22.65% |
| Max drawdown | BLGR SCHG | -5.98%-4.68% | -14.20%-16.35% | n/a-23.41% | n/a-34.60% |
| Max drawdown duration | BLGR SCHG | 19d10d | 169d188d | n/a193d | n/a754d |
Trading data
BLGR | SCHG | |
Last sale 10/16/2026 at 1:30 PM | $32.18 | $35.21 |
| Previous close 10/15/2026 | $32.81 | $35.93 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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BLGR
is actively managed and doesn’t replicate an indexBLGR | SCHG | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
BLGR | SCHG | |
|---|---|---|
| Last price | $32.18 | $35.21 |
| 1D performance | -1.93% | -2.00% |
| AuM | $307.39 M | $63.04 B |
| E/R | 0.28% | 0.04% |
Characteristics
BLGR | SCHG | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Bluemonte Investment Management | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Large-Cap Growth Total Stock Market Index |
| N° of holdings | 710 | 187 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 23, 2025 | December 11, 2009 |
| ESG | No | No |
Exposure
Countries
BLGR
USA
97.83%
Other
2.17%
SCHG
USA
98.24%
Other
1.76%
Sectors
BLGR
Technology
61.64%
Finance
8.88%
Healthcare
7.32%
Other
22.16%
SCHG
Technology
56.16%
Healthcare
9.96%
Finance
8.13%
Consumer Non-Cycl.
7.23%
Other
18.52%
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Diversification
BLGR
Total weight of top 15 holdings out of 15
62.12%
SCHG
Total weight of top 15 holdings out of 15
61.95%
Top 15 holdings
Data as of August 31, 2026
BLGR
NVIDIA Corp.
13.10%
Microsoft Corp.
8.60%
Apple, Inc.
7.34%
Alphabet, Inc.
4.96%
Broadcom Inc.
4.31%
Alphabet, Inc.
3.96%
Amazon.com, Inc.
3.74%
Meta Platforms, Inc.
3.03%
Eli Lilly & Co.
2.62%
Advanced Micro Devices, Inc.
2.14%
Micron Technology, Inc.
2.11%
Tesla, Inc.
2.06%
Berkshire Hathaway, Inc.
1.46%
Visa, Inc.
1.46%
Palantir Technologies, Inc.
1.24%
SCHG
NVIDIA Corp.
10.61%
Apple, Inc.
9.36%
Microsoft Corp.
7.51%
Amazon.com, Inc.
5.26%
Alphabet, Inc.
4.18%
Broadcom Inc.
3.47%
Alphabet, Inc.
3.34%
Eli Lilly & Co.
3.21%
Meta Platforms, Inc.
2.57%
Visa, Inc.
2.51%
Advanced Micro Devices, Inc.
2.47%
Tesla, Inc.
2.31%
Mastercard, Inc.
1.91%
Costco Wholesale Corp.
1.67%
Palantir Technologies, Inc.
1.57%
Frequently asked questions about BLGR and SCHG
How have the BLGR and SCHG ETFs performed in 2026?
As of October 15, 2026, BLGR is up 12.45% year-to-date (YTD), while SCHG has returned 8.32%. That puts BLGR better performer ahead so far this year.
Which ETF is attracting more investor money: BLGR or SCHG?
Year-to-date, the BLGR ETF saw +$68M in flows, compared to +$5.64B for SCHG.
Which ETF is more volatile: BLGR or SCHG?
Over the past year, BLGR had a volatility of 16.76%, while SCHG experienced 16.64%.
Which ETF is bigger: BLGR or SCHG?
As of October 15, 2026, BLGR holds $307.39 M in assets under management (AUM), while SCHG manages $63.04 B.
What sectors do the BLGR and SCHG ETFs invest in?
BLGR leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SCHG focuses on Technology, Healthcare and Finance.
What are the top holdings of the BLGR ETF and SCHG ETF?
BLGR top holdings include NVIDIA Corp., Microsoft Corp. and Apple, Inc.. SCHG holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: BLGR or SCHG?
BLGR holds 715 securities with 62.12% of its assets in the top 15. SCHG has 188 securities and a top 15 weight of 61.95%.
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