SCHD vs SFGV

SCHD vs SFGV

Which is better, SCHD or SFGV?

Large Cap Value against Large Cap Blend.

SCHD has a lower expense ratio. SCHD led over 1Y, SFGV over the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 46.0%.

Lower Fees: SCHDHigher Returns: splitLess Concentrated: 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

MetricSCHDSFGV
Expense Ratio0.06%Best0.33%
AUM$112.1B$1.2B
Dividend Yield3.00%2.29%
Holdings103527
YTD Return+25.88%Best+14.49%
1Y Return+30.22%Best+19.45%
3Y Return (annualized)+16.05%-
5Y Return (annualized)+10.17%-
Volatility (annualized)12.9%10.7%Best
Max Drawdown-16.1%-15.2%Best
$10,000 over 2.7 years$15,009$15,160Best
Top 10 Weight41.8%Best46.0%
Fund FamilyCharles Schwab Asset ManagementEA Series Trust
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Jan 16, 2024

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 18, 2024 to Sep 14, 2026 (2.7 years).

SCHD vs SFGV 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 2.7 years both funds cover.

SCHD vs SFGV Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Sequoia Global Value ETF (SFGV) is an ETF from EA Series Trust. Over the past year SCHD returned +30.22% while SFGV returned +19.45%. Year to date, SCHD is up 25.88% versus a gain of 14.49% for SFGV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 10.7% for SFGV. 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 -16.1% for SCHD and -15.2% for SFGV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SCHD charges 0.06% per year while SFGV charges 0.33%. On a $10,000 position that is $6 vs $33 annually, a gap of $27 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 2.29% for SFGV.

Holdings Overlap

SCHD already in SFGV72.3%
SFGV already in SCHD13.2%

72.3% of SCHD's money is in holdings SFGV also owns. 13.2% of SFGV's money is in holdings SCHD also owns.

Most of SCHD is already inside SFGV. Owning both mostly buys the same companies twice.

57 positions in common, counted across the 100 positions we hold weights for in SCHD and 527 in SFGV, against full books of 103 and 527.

What only one of them owns

Our book lists 451 positions for SFGV that do not appear in our book for SCHD (86.3% of the fund), and 43 for SCHD that do not appear in SFGV (27.6%).

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

StockWeight in SCHDWeight in SFGVDifference
MRKMerck & Company Inc4.77%1.11%3.66%
KOCoca Cola Co.4.17%1.00%3.17%
CVXChevron Corp4.02%1.08%2.94%
AMGNAmgen Inc.4.70%0.39%4.31%
COPConocophillips Common Stock USD 0.013.94%0.87%3.07%
PGProcter & Gamble Company3.83%0.96%2.87%
PEPPepsico Inc.3.64%0.81%2.83%
HDHome Depot Inc/The3.88%0.45%3.43%
VZVerizon Communic3.97%0.35%3.62%
UNHUnitedhealth Group Incorporated3.82%0.28%3.54%

72.3% of SCHD is already inside SFGV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SCHDSFGV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or SFGV?

SCHD has an expense ratio of 0.06% while SFGV charges 0.33%. SCHD is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, SCHD or SFGV?

Over the past year SCHD returned +30.22% vs +19.45% for SFGV, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCHD or SFGV?

SCHD has been the more volatile fund at 12.9% annualized versus 10.7% for SFGV. Worst drawdown: SCHD -16.1% vs SFGV -15.2%.

Should I hold both SCHD and SFGV?

SCHD and SFGV have a monthly-return correlation of 0.82, 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 SCHD and SFGV?

72.3% of SCHD's money is in holdings SFGV also owns. 13.2% of SFGV's is in holdings SCHD also owns. They hold 57 positions in common, counted across the 100 positions we hold weights for in SCHD and 527 in SFGV.

Which pays a higher dividend, SCHD or SFGV?

SCHD yields 3.00% while SFGV yields 2.29%, so SCHD currently pays the higher dividend yield.

Is SFGV better than SCHD?

SCHD has a lower expense ratio. SCHD led over 1Y, SFGV over the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 46.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.