SAWS vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. SAWS delivered stronger 1-year returns. SAWS offers more diversification with 70 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 Score5925
Value Score--

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
80
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 80 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.