MFVL vs SCHD
Motley Fool Value Factor ETF vs Schwab US Dividend Equity ETF
Which is better, MFVL or SCHD?
SCHD costs less.
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 44.9%.
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 | MFVL | SCHD |
|---|---|---|
| Expense Ratio | 0.50% | 0.06%Best |
| AUM | $7M | $112.2B |
| Dividend Yield | 0.00% | 3.13% |
| Holdings | 104 | 103 |
| YTD Return | +12.35% | +27.56%Best |
| 1Y Return | - | +30.29% |
| 3Y Return (annualized) | - | +16.37% |
| 5Y Return (annualized) | - | +10.23% |
| Top 10 Weight | 44.9% | 41.5%Best |
| Fund Family | Motley Fool Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Dec 8, 2025 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
MFVL 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
MFVL vs SCHD Performance
Motley Fool Value Factor ETF (MFVL) is an ETF from Motley Fool Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, MFVL is up 12.35% versus a gain of 27.56% for SCHD.
Past performance does not guarantee future results.
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 3.13% for SCHD.
Holdings Overlap
10.7% of MFVL's money is in holdings SCHD also owns. 7.2% of SCHD's money is in holdings MFVL also owns.
MFVL and SCHD share little of their money.
4 positions in common, counted across the 101 positions we hold weights for in MFVL and 100 in SCHD, against full books of 104 and 103.
What only one of them owns
Measured across the 101 and 100 positions we hold weights for.
SCHD holds 94 positions MFVL does not, 92.5% of the fund.
Largest: ABT 4.70%, AMGN 4.62%, HD 4.32%, MRK 4.26%, KO 4.20%
You are not choosing between two funds in isolation.
Whichever of MFVL and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $44 a year on a $10,000 investment.
What is the holdings overlap between MFVL and SCHD?
10.7% of MFVL's money is in holdings SCHD also owns. 7.2% of SCHD's is in holdings MFVL also owns. They hold 4 positions in common, counted across the 101 positions we hold weights for in MFVL and 100 in SCHD.
Which pays a higher dividend, MFVL or SCHD?
MFVL yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than MFVL?
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 44.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.