MFEM vs SCHQ

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Quick Verdict

SCHQ has a lower expense ratio. MFEM delivered stronger 1-year returns. MFEM offers more diversification with 693 holdings.

Side-by-Side Comparison

MetricMFEMSCHQ
Fund FamilyPIMCO (US)Charles Schwab Asset Management
Expense Ratio0.49%0.03%
AUM$127M$923M
Dividend Yield2.32%4.43%
Holdings Count77297
Inception Date2017-08-312019-10-10
Investment StyleLarge Cap ValueLong Term Government Bond
1-Month Return+9.42%-0.06%
YTD Return+7.98%+0.09%
1-Year Return+37.08%+4.22%
3-Year Return+15.74%-1.99%
5-Year Return+7.46%-6.92%
10-Year Return--
Buy Score6861
Momentum Score7525
Value Score53-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
703
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, MFEM or SCHQ?

MFEM has an expense ratio of 0.49% while SCHQ charges 0.03%. SCHQ is the cheaper option, saving you money on management fees over time.

Do MFEM and SCHQ hold the same stocks?

MFEM and SCHQ share 0 common holdings with a 0.0% weight overlap. They hold 703 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, MFEM or SCHQ?

Over the past year, MFEM returned +37.08% while SCHQ returned +4.22%. MFEM outperformed over this period. Past performance does not guarantee future results.