SAWG vs SCHD
AAM Sawgrass US Large Cap Quality Growth ETF vs Schwab US Dividend Equity ETF
Which is better, SAWG or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SAWG | SCHD |
|---|---|---|
| Expense Ratio | 0.49% | 0.06%Best |
| AUM | $3M | $111.6B |
| Dividend Yield | 0.25% | 3.24% |
| Holdings | 45 | 206 |
| YTD Return | +12.08% | +24.55%Best |
| 1Y Return | +14.42% | +29.85%Best |
| 3Y Return (annualized) | - | +16.64% |
| 5Y Return (annualized) | - | +9.54% |
| Volatility (annualized) | 11.7%Best | 13.7% |
| Max Drawdown | -18.7% | -16.1%Best |
| $10,000 over 2.2 years | $13,110 | $13,272Best |
| Fund Family | Advisors Asset Management, Inc. | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Jul 30, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 31, 2024 to Oct 14, 2026 (2.2 years).
SAWG vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.2 years both funds cover.
SAWG vs SCHD Performance
AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) is an ETF from Advisors Asset Management, Inc. and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year SAWG returned +14.42% while SCHD returned +29.85%. Year to date, SAWG is up 12.08% versus a gain of 24.55% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 11.7% for SAWG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.7% for SAWG and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.21. They move largely independently of each other.
Fees and Cost Over Time
SAWG charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, SAWG currently yields 0.25% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in SAWG and 98 in SCHD, totalling 0.0% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in SAWG and 98 in SCHD, against full books of 45 and 206.
You are not choosing between two funds in isolation.
Whichever of SAWG and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SAWG or SCHD?
SAWG has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $43 a year on a $10,000 investment.
Which performed better, SAWG or SCHD?
Over the past year SAWG returned +14.42% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SAWG annualized +13.10% vs +13.73% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SAWG or SCHD?
SCHD has been the more volatile fund at 13.7% annualized versus 11.7% for SAWG. Worst drawdown: SAWG -18.7% vs SCHD -16.1%.
Should I hold both SAWG and SCHD?
SAWG and SCHD have a monthly-return correlation of 0.21, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SAWG or SCHD?
SAWG yields 0.25% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than SAWG?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.