MFV vs SCHD
MFV vs SCHD
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MFV vs SCHD
MFS SPECIAL VALUE TRUST vs Schwab US Dividend Equity ETF
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Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
Quick Verdict
SCHD offers more diversification with 104 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: SCHD
Side-by-Side Comparison
| Metric | MFV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.06% | |
| AUM | - | $108.7B | |
| Dividend Yield | - | 3.13% | |
| Holdings | 0 | 104 | |
| YTD Return | - | +27.93% | |
| 1Y Return | - | +30.06% | |
| 3Y Return (annualized) | - | +16.25% | |
| 5Y Return (annualized) | - | +10.03% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | - | -33.4% | |
| Fund Family | MFS SPECIAL VALUE TRUST | Charles Schwab Asset Management | |
| Category | - | Equity | |
| Inception | - | Oct 20, 2011 |
MFV vs SCHD Performance
MFS SPECIAL VALUE TRUST (MFV) is a ETF from MFS SPECIAL VALUE TRUST and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management.
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