MFUT vs SCHD
Cambria Chesapeake Pure Trend ETF vs Schwab US Dividend Equity ETF
Which is better, MFUT or SCHD?
Allocation/Balanced against Large Cap Value.
SCHD has a lower expense ratio. MFUT led over 1Y, SCHD over the full window.
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 | MFUT | SCHD |
|---|---|---|
| Expense Ratio | 0.89% | 0.06%Best |
| AUM | $66M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 143 | 103 |
| YTD Return | +21.39% | +23.60%Best |
| 1Y Return | +30.52%Best | +28.29% |
| 3Y Return (annualized) | - | +16.25% |
| 5Y Return (annualized) | - | +10.25% |
| Volatility (annualized) | 14.5% | 13.3%Best |
| Max Drawdown | -29.3% | -16.1%Best |
| $10,000 over 2.3 years | $10,060 | $14,360Best |
| Fund Family | Cambria Investment Management | Charles Schwab Asset Management |
| Category | Allocation/Balanced | Equity |
| Style | Allocation/Balanced | Large Cap Value |
| Inception | May 29, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: May 29, 2024 to Sep 21, 2026 (2.3 years).
MFUT 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 covers the 2.3 years both funds cover.
MFUT vs SCHD Performance
Cambria Chesapeake Pure Trend ETF (MFUT) is an ETF from Cambria Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year MFUT returned +30.52% while SCHD returned +28.29%. Year to date, MFUT is up 21.39% versus a gain of 23.60% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MFUT has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 13.3% 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 -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.
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 3.00% for SCHD.
Holdings Overlap
At least 26.0% of SCHD's money is in holdings MFUT also owns.
Stated as a floor: for MFUT, our book for it covers 89.7% 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 MFUT share little of their money.
8 positions in common, counted across the 41 positions we hold weights for in MFUT and 100 in SCHD, against full books of 143 and 103.
Top Shared Holdings
| Stock | Weight in MFUT | Weight in SCHD | Difference |
|---|---|---|---|
| KOCoca Cola Co. | 2.06% | 4.17% | 2.11% |
| COPConocophillips Common Stock USD 0.01 | 0.67% | 3.94% | 3.27% |
| UNHUnitedhealth Group Incorporated | 0.63% | 3.82% | 3.19% |
| PGProcter & Gamble Company | 0.57% | 3.83% | 3.26% |
| MOAltria Group Inc | 1.51% | 2.79% | 1.28% |
| LMTLockheed Martin Corp | 0.94% | 2.78% | 1.84% |
| ADPAutomatic Data Processing, Inc. | 0.26% | 2.79% | 2.53% |
| UPSUnited Parcel Service, Inc | 0.78% | 1.90% | 1.12% |
26.0% of SCHD is already inside MFUT.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $83 a year on a $10,000 investment.
Which performed better, MFUT or SCHD?
Over the past year MFUT returned +30.52% vs +28.29% for SCHD, so MFUT leads on 1-year performance. Over the longest common window we track (2 years), MFUT annualized +0.26% vs +17.04% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MFUT or SCHD?
MFUT has been the more volatile fund at 14.5% annualized versus 13.3% for SCHD. Worst drawdown: MFUT -29.3% vs SCHD -16.1%.
Should I hold both MFUT and SCHD?
MFUT and SCHD have a monthly-return correlation of 0.51, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between MFUT and SCHD?
At least 26.0% of SCHD's money is in holdings MFUT also owns. Our book for MFUT is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 41 positions we hold weights for in MFUT and 100 in SCHD.
Which pays a higher dividend, MFUT or SCHD?
MFUT yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than MFUT?
SCHD has a lower expense ratio. MFUT led over 1Y, SCHD over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.