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. SAWG is less concentrated, with 28.4% of the fund in its ten largest positions against 41.8%.
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 | $112.1B |
| Dividend Yield | 0.25% | 3.00% |
| Holdings | 45 | 103 |
| YTD Return | +9.08% | +25.07%Best |
| 1Y Return | +12.18% | +27.61%Best |
| 3Y Return (annualized) | - | +15.74% |
| 5Y Return (annualized) | - | +9.89% |
| Volatility (annualized) | 12.0%Best | 13.2% |
| Max Drawdown | -18.7% | -16.1%Best |
| $10,000 over 2.1 years | $12,747 | $13,308Best |
| Top 10 Weight | 28.4%Best | 41.8% |
| 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 |
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Jul 31, 2024 to Sep 11, 2026 (2.1 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 2.1 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 +12.18% while SCHD returned +27.61%. Year to date, SAWG is up 9.08% versus a gain of 25.07% 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 13.2% compared with 12.0% 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 0.25. 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 3.00% for SCHD.
Holdings Overlap
3.9% of SAWG's money is in holdings SCHD also owns. 64.0% of SCHD's money is in holdings SAWG also owns.
The two portfolios partly overlap.
35 positions in common, counted across the 1,155 positions we hold weights for in SAWG and 100 in SCHD, against full books of 45 and 103.
What only one of them owns
Our book lists 64 positions for SCHD that do not appear in our book for SAWG (36.0% of the fund), and 427 for SAWG that do not appear in SCHD (68.7%).
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.
Top Shared Holdings
| Stock | Weight in SAWG | Weight in SCHD | Difference |
|---|---|---|---|
| MRKMerck & Co. Inc. | 0.39% | 4.77% | 4.38% |
| AMGNAmgen Inc. | 0.26% | 4.70% | 4.44% |
| ABTAbbott Laboratories | 0.23% | 4.69% | 4.46% |
| HDHome Depot Inc/The | 0.40% | 3.88% | 3.48% |
| UNHUnitedhealth Group Inc. | 0.42% | 3.82% | 3.40% |
| VZVerizon Communications, Inc. | 0.23% | 3.97% | 3.74% |
| BMYBristol-Myers Squibb Co. | 0.16% | 3.33% | 3.17% |
| TXNTexas Instruments, Inc | 0.30% | 3.13% | 2.83% |
| ACNAccenture Plc | 0.12% | 2.84% | 2.72% |
| ADPAutomatic Data Processing, Inc. | 0.12% | 2.79% | 2.67% |
64.0% of SCHD is already inside SAWG.
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, 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 +12.18% vs +27.61% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SAWG annualized +12.25% vs +14.58% 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 13.2% annualized versus 12.0% 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 0.25, 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 SAWG and SCHD?
64.0% of SCHD's money is in holdings SAWG also owns. 64.0% of SCHD's is in holdings SAWG also owns. They hold 35 positions in common, counted across the 1,155 positions we hold weights for in SAWG and 100 in SCHD.
Which pays a higher dividend, SAWG or SCHD?
SAWG yields 0.25% while SCHD yields 3.00%, 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. SAWG is less concentrated, with 28.4% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.