SGLCvsSCHKETF Comparison
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SGI U.S. Large Cap Core ETF (SGLC) belongs to the US Large Cap segment. Schwab 1000 Index® ETF (SCHK) is part of the US Multi-Factor segment. SGLC's top 3 sector exposures are Technology, Finance and Consumer Non-Cyclicals. In contrast, SCHK's top sector exposures are Technology, Finance and Healthcare. SGLC is more expensive with a Total Expense Ratio (TER) of 0.85%, versus 0.03% for SCHK. SGLC is up 12.04% year-to-date (YTD) with +$89M in YTD flows. SCHK performs worse with 8.66% YTD performance, and +$279M in YTD flows. Run a side-by-side ETF comparison of SGLC and SCHK 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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SGLC vs SCHK performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/06/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SGLC SCHK | -7.48%-5.71% | -5.65%-4.35% | +12.04%+8.66% | +16.94%+10.84% | +70.64%+74.93% | n/a+62.29% |
| Flows | SGLC SCHK | +$11M+$13M | +$2M-$89M | +$89M+$279M | +$90M+$312M | +$67M+$583M | -+$1.35B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SGLC SCHK | +14.72%+13.61% | +15.08%+13.81% | +15.87%+15.51% | n/a+17.59% |
| Max drawdown | SGLC SCHK | -8.07%-6.08% | -10.17%-8.97% | -19.49%-19.22% | n/a-25.35% |
| Max drawdown duration | SGLC SCHK | 31d31d | 74d76d | 174d126d | n/a716d |
Trading data
SGLC | SCHK | |
Last sale 11/6/2026 at 2:30 PM | $42.97 | $35.33 |
| Previous close 11/04/2026 | $42.51 | $35.21 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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SGLC
is actively managed and doesn’t replicate an indexSGLC | SCHK | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Main metrics
Last update 11/6/2026 at 2:30 PM
Live
Closed
SGLC | SCHK | |
|---|---|---|
| Last price | $42.97 | $35.33 |
| 1D performance | +1.08% | +0.34% |
| AuM | $219.91 M | $5.53 B |
| E/R | 0.85% | 0.03% |
Characteristics
SGLC | SCHK | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Summit Global Investments | Schwab ETFs |
| Benchmark | - | Schwab 1000 Index |
| N° of holdings | 138 | 909 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 31, 2023 | November 10, 2017 |
| ESG | No | No |
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Exposure
Countries
SGLC
USA
99.15%
Other
0.85%
SCHK
USA
97.61%
Other
2.39%
Sectors
SGLC
Technology
46.23%
Finance
16.73%
Consumer Non-Cycl.
9.14%
Healthcare
7.88%
Other
20.01%
SCHK
Technology
46.57%
Finance
13.2%
Healthcare
9.17%
Consumer Non-Cycl.
8.47%
Industrials
7.15%
Other
15.45%
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Diversification
SGLC
Total weight of top 15 holdings out of 15
47.13%
SCHK
Total weight of top 15 holdings out of 15
43.92%
Top 15 holdings
Data as of September 30, 2026
SGLC
NVIDIA Corp.
8.48%
Apple, Inc.
6.77%
Microsoft Corp.
5.89%
Amazon.com, Inc.
4.29%
Alphabet, Inc.
3.34%
Alphabet, Inc.
2.71%
Broadcom Inc.
2.48%
Micron Technology, Inc.
2.35%
Meta Platforms, Inc.
2.24%
JPMorgan Chase & Co.
1.75%
Berkshire Hathaway, Inc.
1.54%
Eli Lilly & Co.
1.53%
The Bank of New York Mellon Corp.
1.28%
US9229083632
1.24%
ExxonMobil Holdings Corp.
1.22%
SCHK
NVIDIA Corp.
7.93%
Apple, Inc.
7.16%
Microsoft Corp.
5.39%
Amazon.com, Inc.
3.57%
Alphabet, Inc.
2.93%
Meta Platforms, Inc.
2.48%
Broadcom Inc.
2.41%
Alphabet, Inc.
2.34%
Micron Technology, Inc.
1.72%
Tesla, Inc.
1.55%
Advanced Micro Devices, Inc.
1.47%
Berkshire Hathaway, Inc.
1.35%
Eli Lilly & Co.
1.35%
JPMorgan Chase & Co.
1.31%
ExxonMobil Holdings Corp.
0.97%
Frequently asked questions about SGLC and SCHK
How have the SGLC and SCHK ETFs performed in 2026?
As of November 6, 2026, SGLC is up 12.04% year-to-date (YTD), while SCHK has returned 8.66%. That puts SGLC better performer ahead so far this year.
Which ETF is attracting more investor money: SGLC or SCHK?
Year-to-date, the SGLC ETF saw +$89M in flows, compared to +$279M for SCHK.
Which ETF is more volatile: SGLC or SCHK?
Over the past year, SGLC had a volatility of 15.08%, while SCHK experienced 13.81%.
Which ETF is bigger: SGLC or SCHK?
As of November 6, 2026, SGLC holds $219.91 M in assets under management (AUM), while SCHK manages $5.53 B.
What sectors do the SGLC and SCHK ETFs invest in?
SGLC leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, SCHK focuses on Technology, Finance and Healthcare.
What are the top holdings of the SGLC ETF and SCHK ETF?
SGLC top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. SCHK holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: SGLC or SCHK?
SGLC holds 503 securities with 47.13% of its assets in the top 15. SCHK has 910 securities and a top 15 weight of 43.92%.
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