MBCE vs SCHD
Monarch Blue Chips Elite Index ETF vs Schwab US Dividend Equity ETF
Which is better, MBCE or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | MBCE | SCHD |
|---|---|---|
| Expense Ratio | 1.01% | 0.06%Best |
| AUM | $194M | $112.1B |
| Dividend Yield | 0.24% | 3.00% |
| Holdings | 17 | 103 |
| YTD Return | -2.87% | +23.60%Best |
| 1Y Return | - | +28.29% |
| 3Y Return (annualized) | - | +16.25% |
| 5Y Return (annualized) | - | +10.25% |
| Fund Family | Monarch Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 23, 2021 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
MBCE vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
MBCE vs SCHD Performance
Monarch Blue Chips Elite Index ETF (MBCE) is an ETF from Monarch Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, MBCE is down 2.87% versus a gain of 23.60% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
MBCE charges 1.01% per year while SCHD charges 0.06%. On a $10,000 position that is $101 vs $6 annually, a gap of $95 per year that compounds over a long holding period. On income, MBCE currently yields 0.24% against 3.00% for SCHD.
Holdings Overlap
At least 7.8% of SCHD's money is in holdings MBCE also owns.
Stated as a floor: for MBCE, our book for it covers 50.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SCHD and MBCE share little of their money.
2 positions in common, counted across the 12 positions we hold weights for in MBCE and 100 in SCHD, against full books of 17 and 103.
You are not choosing between two funds in isolation.
Whichever of MBCE and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MBCE or SCHD?
MBCE has an expense ratio of 1.01% while SCHD charges 0.06%. SCHD is the cheaper option, by $95 a year on a $10,000 investment.
What is the holdings overlap between MBCE and SCHD?
At least 7.8% of SCHD's money is in holdings MBCE also owns. Our book for MBCE is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 12 positions we hold weights for in MBCE and 100 in SCHD.
Which pays a higher dividend, MBCE or SCHD?
MBCE yields 0.24% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than MBCE?
SCHD has a lower expense ratio. SCHD led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.