MFUT vs SCHD
Cambria Chesapeake Pure Trend ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. MFUT delivered stronger 1-year returns. MFUT offers more diversification with 143 holdings.
Side-by-Side Comparison
| Metric | MFUT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.06% | |
| AUM | $65M | $112.2B | |
| Dividend Yield | 0.00% | 3.13% | |
| Holdings | 143 | 103 | |
| YTD Return | +18.89% | +27.89% | |
| 1Y Return | +30.44% | +29.93% | |
| 3Y Return (annualized) | - | +16.13% | |
| 5Y Return (annualized) | - | +10.00% | |
| Volatility (annualized) | 14.7% | 13.6% | |
| Max Drawdown | -29.3% | -33.4% | |
| Fund Family | Cambria Investment Management | Charles Schwab Asset Management | |
| Category | Allocation/Balanced | Equity | |
| Inception | May 29, 2024 | Oct 20, 2011 |
MFUT vs SCHD Performance
Cambria Chesapeake Pure Trend ETF (MFUT) is a ETF from Cambria Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year MFUT returned +30.44% while SCHD returned +29.93%. Year to date, MFUT is up 18.89% versus a gain of 27.89% for SCHD.
Risk: Volatility and Drawdowns
MFUT has been the more volatile fund, with annualized monthly volatility of 14.7% 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 -29.3% for MFUT 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
MFUT charges 0.89% per year while SCHD charges 0.06%. On a $10,000 position that is $89 vs $6 annually, a gap of $83 per year that compounds over a long holding period. On income, MFUT currently yields 0.00% against 3.13% for SCHD.
Holdings Overlap
MFUT and SCHD share 8 holdings out of 133 unique holdings combined, representing a 7.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, MFUT or SCHD?
MFUT has an expense ratio of 0.89% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $83 per year of difference.
Which performed better, MFUT or SCHD?
Over the past year MFUT returned +30.44% vs +29.93% for SCHD, so MFUT leads on 1-year performance. Over the longest common window we track (2 years), MFUT annualized -0.66% vs +11.56% for SCHD. Past performance does not guarantee future results.
Which is riskier, MFUT or SCHD?
MFUT has been the more volatile fund at 14.7% annualized versus 13.6% for SCHD. Worst drawdown: MFUT -29.3% vs SCHD -33.4%.
Should I hold both MFUT and SCHD?
MFUT and SCHD have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MFUT and SCHD?
MFUT and SCHD share 8 common holdings with a 7.6% weight overlap. Combined, they hold 133 unique securities.
Which pays a higher dividend, MFUT or SCHD?
MFUT yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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