SCHD vs SGVA
Schwab US Dividend Equity ETF vs F/m Accumulator Ultrashort US Treasury Fund ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | SCHD | SGVA | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.22% | |
| AUM | $108.7B | $507M | |
| Dividend Yield | 3.13% | 0.00% | |
| Holdings | 104 | 2 | |
| YTD Return | +26.54% | +0.63% | |
| 1Y Return | +30.90% | - | |
| 3Y Return (annualized) | +16.29% | - | |
| 5Y Return (annualized) | +9.65% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -0.0% | |
| Fund Family | Charles Schwab Asset Management | F-m investments | |
| Category | Equity | Fixed Income | |
| Inception | Oct 20, 2011 | Jun 10, 2026 |
SCHD vs SGVA Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and F/m Accumulator Ultrashort US Treasury Fund ETF (SGVA) is a ETF from F-m investments. Year to date, SCHD is up 26.54% versus a gain of 0.63% for SGVA.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -0.0% for SGVA. 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 SGVA charges 0.22%. On a $10,000 position that is $6 vs $22 annually, a gap of $16 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.00% for SGVA.
Holdings Overlap
SCHD and SGVA share 0 holdings out of 102 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 SGVA?
SCHD has an expense ratio of 0.06% while SGVA charges 0.22%. SCHD is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
What is the holdings overlap between SCHD and SGVA?
SCHD and SGVA share 0 common holdings with a 0.0% weight overlap. Combined, they hold 102 unique securities.
Which pays a higher dividend, SCHD or SGVA?
SCHD yields 3.13% while SGVA yields 0.00%, so SCHD currently pays the higher dividend yield.
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