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 772 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 Score7925
Value Score5373

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
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 0 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.