Q: What is your opinion of this ETF? The performance history is really good beating the S&P and others over the last 10 years. They have had a couple of splits in the past and hold about 235 stocks in total. I looked at the top holdings and they are almost the same as the VOO /VFV. Would this be a good sub for the VFV or VOO? The price per unit is low
5i Research Answer:
SCHG we like quite a lot. It is large, liquid and with low fees (0.04%). Its performance has handily beat VOO and VFV. This has been due to its focus on growth, and if the market shifts from growth to value (as it does on occasion) we would not expect such strong outperformance. It has about double the S&P weighting in technology, so investors need to be comfortable with that. But we would consider it very solid overall.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in VFV.