MFMO vs SCHD
MFMO vs SCHD
Motley Fool Momentum Factor ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. MFMO offers more diversification with 102 holdings.
Side-by-Side Comparison
| Metric | MFMO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $14M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 103 | 104 | |
| YTD Return | +18.98% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -18.2% | -33.4% | |
| Fund Family | Motley Fool Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 8, 2025 | Oct 20, 2011 |
MFMO vs SCHD Performance
Motley Fool Momentum Factor ETF (MFMO) 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, MFMO is up 18.98% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -18.2% for MFMO 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
MFMO 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, MFMO currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
MFMO and SCHD share 4 holdings out of 198 unique holdings combined, representing a 6.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in MFMO | Weight in SCHD | Difference |
|---|---|---|---|
| CVX | 3.31% | 3.95% | 0.64% |
| AMGN | 1.49% | 4.25% | 2.76% |
| BMY | 0.73% | 3.22% | 2.49% |
| LMT | Pro | Pro | Pro |
See all 4 holdings MFMO shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, MFMO or SCHD?
MFMO 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 MFMO and SCHD?
MFMO and SCHD share 4 common holdings with a 6.5% weight overlap. Combined, they hold 198 unique securities.
Which pays a higher dividend, MFMO or SCHD?
MFMO yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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