SCHD vs SFGV
SCHD vs SFGV
Schwab US Dividend Equity ETF vs Sequoia Global Value ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SFGV offers more diversification with 497 holdings.
Side-by-Side Comparison
| Metric | SCHD | SFGV | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.33% | |
| AUM | $103.7B | $1.2B | |
| Dividend Yield | 3.31% | 2.38% | |
| Holdings | 104 | 527 | |
| YTD Return | +23.53% | +15.14% | |
| 1Y Return | +30.95% | +26.17% | |
| 3Y Return (annualized) | +14.72% | - | |
| 5Y Return (annualized) | +9.56% | - | |
| Volatility (annualized) | 13.6% | 10.8% | |
| Max Drawdown | -33.4% | -15.2% | |
| Fund Family | Charles Schwab Asset Management | EA Series Trust | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Jan 16, 2024 |
SCHD vs SFGV Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Sequoia Global Value ETF (SFGV) is a ETF from EA Series Trust. Over the past year SCHD returned +30.95% while SFGV returned +26.17%. Year to date, SCHD is up 23.53% versus a gain of 15.14% for SFGV.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 10.8% 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 -33.4% for SCHD and -15.2% for SFGV. 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 0.82. 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 3.31% against 2.38% for SFGV.
Holdings Overlap
SCHD and SFGV share 50 holdings out of 547 unique holdings combined, representing a 12.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCHD | Weight in SFGV | Difference |
|---|---|---|---|
| MRK | 4.32% | 0.94% | 3.38% |
| PG | 4.15% | 0.93% | 3.22% |
| KO | 4.08% | 0.96% | 3.12% |
| CVX | Pro | Pro | Pro |
| UNH | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| COP | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
See all 10 holdings SCHD shares with SFGV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
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. On a $10,000 investment, that is $27 per year of difference.
Which performed better, SCHD or SFGV?
Over the past year SCHD returned +30.95% vs +26.17% for SFGV, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), SCHD annualized +11.35% vs +17.68% for SFGV. Past performance does not guarantee future results.
Which is riskier, SCHD or SFGV?
SCHD has been the more volatile fund at 13.6% annualized versus 10.8% for SFGV. Worst drawdown: SCHD -33.4% vs SFGV -15.2%.
Should I hold both SCHD and SFGV?
SCHD and SFGV have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCHD and SFGV?
SCHD and SFGV share 50 common holdings with a 12.5% weight overlap. Combined, they hold 547 unique securities.
Which pays a higher dividend, SCHD or SFGV?
SCHD yields 3.31% while SFGV yields 2.38%, so SCHD currently pays the higher dividend yield.
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