SATG vs SCHD

SATG vs SCHD

Which is better, SATG or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricSATGSCHD
Expense Ratio0.75%0.06%Best
AUM$40M$112.2B
Dividend Yield0.00%3.13%
Holdings6103
Fund FamilyLeverage SharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionDec 16, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 65 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. SATG has data through Jun 30, 2026 and SCHD through Sep 3, 2026.

Fees and Cost Over Time

SATG charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, SATG currently yields 0.00% against 3.13% for SCHD.

Holdings Overlap

We hold position weights for 2 holdings in SATG and 100 in SCHD, totalling 12.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 99 days apart, SATG as of Apr 30, 2026 and SCHD as of Aug 7, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 2 positions we hold weights for in SATG and 100 in SCHD, against full books of 6 and 103.

You are not choosing between two funds in isolation.

Whichever of SATG and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SATGSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SATG or SCHD?

SATG has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

Which pays a higher dividend, SATG or SCHD?

SATG yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than SATG?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.