SAWS vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. SAWS delivered stronger 1-year returns. SCHQ offers more diversification with 97 holdings.

Side-by-Side Comparison

MetricSAWSSCHQ
Fund FamilyAdvisors Asset Management, Inc.Charles Schwab Asset Management
Expense Ratio0.55%0.03%
AUM$6M$923M
Dividend Yield0.02%4.43%
Holdings Count7197
Inception Date2024-07-302019-10-10
Investment StyleSmall Cap GrowthLong Term Government Bond
1-Month Return+4.06%-0.06%
YTD Return+3.70%+0.09%
1-Year Return+8.69%+4.22%
3-Year Return--1.99%
5-Year Return--6.92%
10-Year Return--
Buy Score6661
Momentum Score6125
Value Score4973

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, SAWS or SCHQ?

SAWS has an expense ratio of 0.55% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do SAWS and SCHQ hold the same stocks?

SAWS and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, SAWS or SCHQ?

Over the past year, SAWS returned +8.69% while SCHQ returned +4.22%. SAWS outperformed over this period. Past performance does not guarantee future results.