SCHD vs SGRW
Schwab US Dividend Equity ETF vs Harbor Active Small Cap Growth ETF
Quick Verdict
SCHD has a lower expense ratio. SGRW offers more diversification with 143 holdings.
Side-by-Side Comparison
| Metric | SCHD | SGRW | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.80% | |
| AUM | $108.7B | $29M | |
| Dividend Yield | 3.13% | - | |
| Holdings | 104 | 143 | |
| YTD Return | +26.50% | +30.37% | |
| 1Y Return | +31.25% | - | |
| 3Y Return (annualized) | +16.34% | - | |
| 5Y Return (annualized) | +10.10% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -16.3% | |
| Fund Family | Charles Schwab Asset Management | Harbor Funds | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Jan 14, 2026 |
SCHD vs SGRW Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Harbor Active Small Cap Growth ETF (SGRW) is a ETF from Harbor Funds. Year to date, SCHD is up 26.50% versus a gain of 30.37% for SGRW.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -16.3% for SGRW. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while SGRW charges 0.80%. On a $10,000 position that is $6 vs $80 annually, a gap of $74 per year that compounds over a long holding period.
Holdings Overlap
SCHD and SGRW share 0 holdings out of 238 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or SGRW?
SCHD has an expense ratio of 0.06% while SGRW charges 0.80%. SCHD is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
What is the holdings overlap between SCHD and SGRW?
SCHD and SGRW share 0 common holdings with a 0.0% weight overlap. Combined, they hold 238 unique securities.
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