MFVL vs SCHD
Motley Fool Value Factor ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | MFVL | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $7M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 102 | 104 | |
| YTD Return | +11.71% | +26.21% | |
| 1Y Return | - | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -7.0% | -33.4% | |
| Fund Family | Motley Fool Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 8, 2025 | Oct 20, 2011 |
MFVL vs SCHD Performance
Motley Fool Value Factor ETF (MFVL) 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, MFVL is up 11.71% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.0% for MFVL 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
MFVL 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, MFVL currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
MFVL and SCHD share 4 holdings out of 197 unique holdings combined, representing a 7.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, MFVL or SCHD?
MFVL 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 MFVL and SCHD?
MFVL and SCHD share 4 common holdings with a 7.3% weight overlap. Combined, they hold 197 unique securities.
Which pays a higher dividend, MFVL or SCHD?
MFVL yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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