MATE vs SCHD
Man Active Trend Enhanced ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. MATE offers more diversification with 203 holdings.
Side-by-Side Comparison
| Metric | MATE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.97% | 0.06% | |
| AUM | $40M | $108.7B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 203 | 104 | |
| YTD Return | +19.71% | +27.93% | |
| 1Y Return | - | +30.06% | |
| 3Y Return (annualized) | - | +16.25% | |
| 5Y Return (annualized) | - | +10.03% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -13.2% | -33.4% | |
| Fund Family | Man Solutions LLC | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Dec 16, 2025 | Oct 20, 2011 |
MATE vs SCHD Performance
Man Active Trend Enhanced ETF (MATE) is a ETF from Man Solutions LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, MATE is up 19.71% versus a gain of 27.93% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -13.2% for MATE and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
MATE charges 0.97% per year while SCHD charges 0.06%. On a $10,000 position that is $97 vs $6 annually, a gap of $91 per year that compounds over a long holding period. On income, MATE currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
MATE and SCHD share 0 holdings out of 101 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, MATE or SCHD?
MATE has an expense ratio of 0.97% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
What is the holdings overlap between MATE and SCHD?
MATE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, MATE or SCHD?
MATE yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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