MFSG vs SCHD
MFS Active Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | MFSG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.06% | |
| AUM | $353M | $103.7B | |
| Dividend Yield | 0.07% | 3.31% | |
| Holdings | 58 | 104 | |
| YTD Return | +8.27% | +25.58% | |
| 1Y Return | +9.90% | +31.06% | |
| 3Y Return (annualized) | - | +15.55% | |
| 5Y Return (annualized) | - | +9.61% | |
| Volatility (annualized) | 18.5% | 13.6% | |
| Max Drawdown | -23.2% | -33.4% | |
| Fund Family | MFS Investment Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 5, 2024 | Oct 20, 2011 |
MFSG vs SCHD Performance
MFS Active Growth ETF (MFSG) is a ETF from MFS Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year MFSG returned +9.90% while SCHD returned +31.06%. Year to date, MFSG is up 8.27% versus a gain of 25.58% for SCHD.
Risk: Volatility and Drawdowns
MFSG has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -23.2% for MFSG and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.05. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
MFSG charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, MFSG currently yields 0.07% against 3.31% for SCHD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, MFSG or SCHD?
MFSG has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
Which performed better, MFSG or SCHD?
Over the past year MFSG returned +9.90% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), MFSG annualized +11.74% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, MFSG or SCHD?
MFSG has been the more volatile fund at 18.5% annualized versus 13.6% for SCHD. Worst drawdown: MFSG -23.2% vs SCHD -33.4%.
Should I hold both MFSG and SCHD?
MFSG and SCHD have a monthly-return correlation of 0.05, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MFSG and SCHD?
MFSG and SCHD share 2 common holdings with a 1.0% weight overlap. Combined, they hold 154 unique securities.
Which pays a higher dividend, MFSG or SCHD?
MFSG yields 0.07% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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