BWTG vs SCHH
Brendan Wood TopGun ETF vs Schwab US REIT ETF
Which is better, BWTG or SCHH?
Each has led over a different period.
SCHH has a lower expense ratio. BWTG led over 3Y and the full window, SCHH over 1Y. SCHH is less concentrated, with 51.2% of the fund in its ten largest positions against 56.7%.
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 | BWTG | SCHH |
|---|---|---|
| Expense Ratio | 0.95% | 0.07%Best |
| AUM | $21M | $11.2B |
| Dividend Yield | 0.33% | 2.94% |
| Holdings | 42 | 244 |
| YTD Return | +4.63% | +16.22%Best |
| 1Y Return | +5.93% | +13.98%Best |
| 3Y Return (annualized) | +17.71%Best | +14.06% |
| 5Y Return (annualized) | - | +2.16% |
| Volatility (annualized) | 11.7%Best | 15.2% |
| Max Drawdown | -13.2%Best | -17.8% |
| $10,000 over 3 years | $16,476Best | $14,827 |
| Top 10 Weight | 56.7% | 51.2%Best |
| Fund Family | Brendan Wood TopGun | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Nov 9, 2023 | Jan 13, 2011 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Nov 9, 2023 to Nov 11, 2026 (3 years).
BWTG vs SCHH 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 3 years both funds cover.
BWTG vs SCHH Performance
Brendan Wood TopGun ETF (BWTG) is an ETF from Brendan Wood TopGun and Schwab US REIT ETF (SCHH) is an ETF from Charles Schwab Asset Management. Over the past year BWTG returned +5.93% while SCHH returned +13.98%. Year to date, BWTG is up 4.63% versus a gain of 16.22% for SCHH.
Over three years, BWTG compounded at +17.71% per year against +14.06% for SCHH.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHH has been the more volatile fund, with annualized monthly volatility of 15.2% compared with 11.7% for BWTG. 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 -13.2% for BWTG and -17.8% for SCHH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BWTG charges 0.95% per year while SCHH charges 0.07%. On a $10,000 position that is $95 vs $7 annually, a gap of $88 per year that compounds over a long holding period. On income, BWTG currently yields 0.33% against 2.94% for SCHH.
Holdings Overlap
14.0% of BWTG's money is in holdings SCHH also owns. 23.7% of SCHH's money is in holdings BWTG also owns.
SCHH and BWTG share little of their money.
3 positions in common, counted across the 20 positions we hold weights for in BWTG and 119 in SCHH, against full books of 42 and 244.
What only one of them owns
Our book lists 116 positions for SCHH that do not appear in our book for BWTG (75.8% of the fund), and 12 for BWTG that do not appear in SCHH (60.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
23.7% of SCHH is already inside BWTG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BWTG or SCHH?
BWTG has an expense ratio of 0.95% while SCHH charges 0.07%. SCHH is the cheaper option, by $88 a year on a $10,000 investment.
Which performed better, BWTG or SCHH?
Over the past year BWTG returned +5.93% vs +13.98% for SCHH, so SCHH leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BWTG or SCHH?
SCHH has been the more volatile fund at 15.2% annualized versus 11.7% for BWTG. Worst drawdown: BWTG -13.2% vs SCHH -17.8%.
Should I hold both BWTG and SCHH?
BWTG and SCHH have a monthly-return correlation of 0.62, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BWTG and SCHH?
23.7% of SCHH's money is in holdings BWTG also owns. 23.7% of SCHH's is in holdings BWTG also owns. They hold 3 positions in common, counted across the 20 positions we hold weights for in BWTG and 119 in SCHH.
Which pays a higher dividend, BWTG or SCHH?
BWTG yields 0.33% while SCHH yields 2.94%, so SCHH currently pays the higher dividend yield.
Is SCHH better than BWTG?
SCHH has a lower expense ratio. BWTG led over 3Y and the full window, SCHH over 1Y. SCHH is less concentrated, with 51.2% of the fund in its ten largest positions against 56.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.