Oct 13, 2020 – Nov 12, 2026, QQQM sets the start date
Growth of $10,000
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Key metrics · Oct 13, 2020 – Nov 12, 2026
| Return | SCHG | QQQM |
|---|---|---|
| Final balance | $23,124 | $24,288 |
| Total return | +131.24% | +142.88% |
| CAGR | +14.78% | +15.71% |
| Calendar years | SCHG | QQQM |
|---|---|---|
| Best year | +50.11% | +55.01% |
| Worst year | −31.80% | −32.52% |
| Positive years | 4 of 5 | 4 of 5 |
| Risk | SCHG | QQQM |
|---|---|---|
| Max drawdown | −34.59% | −35.04% |
| Longest drawdown | 2.1 years | 2.1 years |
| Volatility (daily, annualized) | 21.87% | 22.36% |
| Risk-adjusted | SCHG | QQQM |
|---|---|---|
| Sharpe ratio | 0.74 | 0.77 |
| Sortino ratio | 1.06 | 1.10 |
| Calmar ratio | 0.43 | 0.45 |
Trailing returns · Oct 13, 2020 – Nov 12, 2026
| Period | SCHG | QQQM | SCHG − QQQM |
|---|---|---|---|
| YTD | +5.56% | +12.45% | −6.89% |
| 1Y | +4.44% | +11.36% | −6.92% |
| 3Y | +21.67% | +22.84% | −1.17% |
| 5Y | +11.36% | +12.51% | −1.15% |
Rolling returns · Oct 13, 2020 – Nov 12, 2026
| Period | SCHG median | QQQM median | More often ahead |
|---|---|---|---|
| 1Y | +18.11% | +22.94% | QQQM 53% |
| 3Y | +17.99% | +16.68% | SCHG 64% |
| 5Y | +14.11% | +15.33% | QQQM 72% |
Worst drawdowns · SCHG · Oct 13, 2020 – Nov 12, 2026
| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −34.6% | Nov 2021 | Jan 2023 | Dec 2023 | 2.1 years |
| −23.4% | Dec 2024 | Apr 2025 | Jun 2025 | 6 months |
| −16.4% | Oct 2025 | Mar 2026 | May 2026 | 6 months |
| −12.4% | Jul 2024 | Aug 2024 | Oct 2024 | 3 months |
| −11.2% | Oct 2026 | Nov 2026 | Not yet | 1 month so far |
| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −35.0% | Nov 2021 | Nov 2022 | Dec 2023 | 2.1 years |
| −22.7% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −14.7% | Oct 2026 | Nov 2026 | Not yet | 1 month so far |
| −13.6% | Jul 2024 | Aug 2024 | Nov 2024 | 4 months |
| −12.0% | Oct 2025 | Mar 2026 | Apr 2026 | 6 months |
Annual returns
| Year | SCHG | QQQM | SCHG − QQQM |
|---|---|---|---|
| 2020from Oct 13 | +5.33% | +6.67% | −1.34% |
| 2021 | +28.12% | +27.45% | +0.67% |
| 2022 | −31.80% | −32.52% | +0.72% |
| 2023 | +50.11% | +55.01% | −4.91% |
| 2024 | +34.96% | +25.68% | +9.27% |
| 2025 | +17.50% | +20.85% | −3.35% |
| 2026to Nov 12 | +5.56% | +12.45% | −6.89% |
Holdings overlap
As of Aug 31, 2026
47 holdings in common, of 192 in SCHG and 102 in QQQM
| Largest in common | SCHG | QQQM | Overlap |
|---|---|---|---|
| NVDANVIDIA Corporation | 10.67% | 8.51% | 8.51% |
| AAPLApple Inc. | 9.29% | 7.41% | 7.41% |
| MSFTMicrosoft Corporation | 7.52% | 6.00% | 6.00% |
| AMZNAmazon.com, Inc. | 5.07% | 4.45% | 4.45% |
| GOOGLAlphabet Inc. | 3.97% | 3.15% | 3.15% |
| GOOGAlphabet Inc. | 3.16% | 2.92% | 2.92% |
| AVGOBroadcom Inc. | 3.50% | 2.80% | 2.80% |
| METAMeta Platforms, Inc. | 2.51% | 2.70% | 2.51% |
| TSLATesla, Inc. | 2.37% | 2.93% | 2.37% |
| AMDAdvanced Micro Devices, Inc. | 2.37% | 3.38% | 2.37% |
About SCHG vs QQQM
SCHG holds large US companies ranked as growth stocks, whichever exchange they list on. QQQM holds the largest non-financial companies on the Nasdaq, growth or not. Both lean heavily on the same technology giants. QQQM launched in October 2020, so the comparison starts then.
SCHG returned 14.8% a year from Oct 2020 to Nov 2026, against 15.7% for QQQM. SCHG fell furthest in 2021–2023, by 34.6%, and QQQM in 2021–2022, by 35.0%. SCHG beat QQQM in 3 of 5 full years, but QQQM was ahead in 72% of rolling 5-year periods.
Uses daily closing prices with dividends reinvested. Fund fees are included, but not taxes or trading costs. The comparison starts on Oct 13, 2020, when QQQM's prices begin.