SAWG vs SCHD
AAM Sawgrass US Large Cap Quality Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | SAWG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.06% | |
| AUM | $3M | $103.7B | |
| Dividend Yield | 0.25% | 3.31% | |
| Holdings | 45 | 104 | |
| YTD Return | +12.04% | +26.21% | |
| 1Y Return | +17.15% | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 12.2% | 13.6% | |
| Max Drawdown | -18.7% | -33.4% | |
| Fund Family | Advisors Asset Management, Inc. | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 30, 2024 | Oct 20, 2011 |
SAWG vs SCHD Performance
AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) is a ETF from Advisors Asset Management, Inc. and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year SAWG returned +17.15% while SCHD returned +29.99%. Year to date, SAWG is up 12.04% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.2% 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 -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.
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 3.31% for SCHD.
Holdings Overlap
SAWG and SCHD share 3 holdings out of 141 unique holdings combined, representing a 4.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $43 per year of difference.
Which performed better, SAWG or SCHD?
Over the past year SAWG returned +17.15% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SAWG annualized +14.25% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, SAWG or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.2% for SAWG. Worst drawdown: SAWG -18.7% vs SCHD -33.4%.
Should I hold both SAWG and SCHD?
SAWG and SCHD have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SAWG and SCHD?
SAWG and SCHD share 3 common holdings with a 4.1% weight overlap. Combined, they hold 141 unique securities.
Which pays a higher dividend, SAWG or SCHD?
SAWG yields 0.25% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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