Compare · 2 funds side by side · dividends reinvested

SAWG and SCHD

SAWGAAM×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

SAWG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.0

AAM Sawgrass US Large Cap Quality Growth ETFUS Stock Styles · Growth0.49%0.25%+11.6%+10.4%[…][…]−11.4%13.4%$3M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SAWG 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

AAM Sawgrass US Large Cap Quality Growth ETF · $3M[…]

SAWG

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

SAWGMeasureSCHD

+11.6%Year to dateJan 1 → Nov 5+32.3%

+10.4%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

0.25%Trailing 12-mo yield$25 · $298 a year on $10k2.98%

−11.4%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.7%

SAWGSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6SCHD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SAWG vs SCHD: Top 5 Holdings

Today

SAWG

29.8%in top 5

SCHD

in top 521.7%

SAWGStockSCHD

7.9%AAPLnot top 5

6.7%NVDAnot top 5

6.4%GOOGLnot top 5

not top 5TXN4.7%

4.5%MSFTnot top 5

not top 5PG4.4%

not top 5HD4.3%

4.2%LLYnot top 5

not top 5KO4.2%

not top 5AMGN4.2%

Held in common3.9%

End-of-day Nov 5, 2026 · share of each fund

SAWG vs SCHD Returns, Every Period

AAMSAWG

+10.4%

past year

SCHDSchwab

+38.7%

past year

SAWGSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SAWG vs SCHD

YTD

AAMSAWG

+11.6%

SCHDSchwab

+32.3%

+11.6%Year to date+32.3%

−11.4%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.7%

0.2%Yield3.0%

$2.9MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAWG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SAWG0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SAWG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SAWG0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SAWG$25 − $49 = −$24

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SAWG, SCHD

Today

3.9%most shared, SAWG and SCHD

SAWGSCHD

SAWG—3.9%

SCHD3.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SAWGWorst drop−11.4%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSAWG

+32.3%Year to date+11.6%

3.0%Yield0.2%

+38.7%Past year+10.4%

0.06%Fee0.49%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026