BUL vs SCHG

BULDPacer US Cash Cows Growth ETF

SCHGASchwab U.S. Large-Cap Growth ETF

In short

BUL Growth stocks that actually generate cash. BUL screens the growth half of the S&P 900 and keeps about 50 names that clear free cash flow and quality tests, Pacer's Cash Cows logic pointed at growth.

SCHG Schwab's growth workhorse: roughly 200 large-cap U.S. growth names for four basis points, one of the cheapest tickets in a crowded category. Running since 2009 and among the most heavily traded growth funds around.

Stated mandate

BUL The Fund seeks capital appreciation by tracking the Pacer US Cash Cows Growth Index, which screens the S&P 900 Pure Growth Index and selects leading companies using free cash flow yield and quality criteria.

SCHG SCHG seeks to track, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It generally invests in stocks included in that index, which represents large-cap U.S. growth equities.

Why people hold it

• BUL Cash flow is the gate, not the story. The index starts from S&P 900 pure growth names and keeps only those clearing free cash flow and quality screens.paceretfs.com
• Deliberately concentrated: about 50 holdings, so the screen actually shows up in the portfolio instead of getting diluted by hundreds of names.
• Live since 2019 and pays shareholders quarterly, with a published rules-based index behind every rebalance.

• SCHG 0.04% a year against a growth-category median of 0.18%. Costs sit near the floor of the group.
• Hews closely to the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, one of the tighter index implementations in its peer group.
• Live since 2009, a multi-billion-dollar fund, and one of the busier tickers in the growth aisle, so entering and exiting is usually cheap and easy.
• The benchmark is carved out of a total-market growth index, not S&P 500 membership, so a stock does not need an index committee's nod to qualify.

Worth knowing

• BUL Cost is the trade-off: 0.60% a year, versus roughly 0.18% for the typical US growth fund and a few basis points at VUG or SCHG.
• Thinly traded compared with the category's giants, so spreads and order size deserve more attention here.
• A rules screen means it can look very different from a plain growth index in any given stretch, for better or worse.

• SCHG Growth-only by design. Value and dividend-heavy corners of the market sit outside the mandate, so the ride differs from a total-market fund.
• Large-cap U.S. only, roughly 200 stocks. No mid-caps, no small-caps, nothing overseas.
• VUG charges a hair less for a similar broad-growth mandate. A tiny gap, but it is there. Distributions here arrive quarterly.

Full BUL profile⁠

Full SCHG profile⁠