MFIG vs SCHD
Motley Fool Innovative Growth Factor ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. MFIG offers more diversification with 102 holdings.
Side-by-Side Comparison
| Metric | MFIG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $11M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 103 | 104 | |
| YTD Return | +8.04% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -14.3% | -33.4% | |
| Fund Family | Motley Fool Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 8, 2025 | Oct 20, 2011 |
MFIG vs SCHD Performance
Motley Fool Innovative Growth Factor ETF (MFIG) is a ETF from Motley Fool Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, MFIG is up 8.04% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -14.3% for MFIG 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
MFIG charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, MFIG currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, MFIG or SCHD?
MFIG has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
What is the holdings overlap between MFIG and SCHD?
MFIG and SCHD share 2 common holdings with a 2.7% weight overlap. Combined, they hold 200 unique securities.
Which pays a higher dividend, MFIG or SCHD?
MFIG yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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