MIGO vs SCHD
MIG Core ETF vs Schwab US Dividend Equity ETF
Which is better, MIGO or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 55.4%.
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 | MIGO | SCHD |
|---|---|---|
| Expense Ratio | 0.45% | 0.06%Best |
| AUM | $776M | $112.2B |
| Dividend Yield | - | 3.13% |
| Holdings | 49 | 103 |
| YTD Return | +19.90% | +26.13%Best |
| 1Y Return | - | +30.01% |
| 3Y Return (annualized) | - | +16.09% |
| 5Y Return (annualized) | - | +9.95% |
| Top 10 Weight | 55.4% | 41.5%Best |
| Fund Family | MIG Capital, LLC | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Feb 20, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
MIGO 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.
MIGO vs SCHD Performance
MIG Core ETF (MIGO) is an ETF from MIG Capital, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, MIGO is up 19.90% versus a gain of 26.13% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
MIGO charges 0.45% per year while SCHD charges 0.06%. On a $10,000 position that is $45 vs $6 annually, a gap of $39 per year that compounds over a long holding period.
Holdings Overlap
1.0% of MIGO's money is in holdings SCHD also owns. 2.5% of SCHD's money is in holdings MIGO also owns.
SCHD and MIGO share little of their money.
The two holdings books were reported 129 days apart, MIGO as of Mar 31, 2026 and SCHD as of Aug 7, 2026, so some of the difference between them is the time between the two reports rather than the funds.
1 positions in common, counted across the 42 positions we hold weights for in MIGO and 100 in SCHD, against full books of 49 and 103.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for MIGO (97.1% of the fund), and 36 for MIGO that do not appear in SCHD (88.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in MIGO | Weight in SCHD | Difference |
|---|---|---|---|
| BXBlackstone, Inc. | 1.02% | 2.55% | 1.53% |
You are not choosing between two funds in isolation.
Whichever of MIGO 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, MIGO or SCHD?
MIGO has an expense ratio of 0.45% while SCHD charges 0.06%. SCHD is the cheaper option, by $39 a year on a $10,000 investment.
What is the holdings overlap between MIGO and SCHD?
2.5% of SCHD's money is in holdings MIGO also owns. 2.5% of SCHD's is in holdings MIGO also owns. They hold 1 positions in common, counted across the 42 positions we hold weights for in MIGO and 100 in SCHD.
Is SCHD better than MIGO?
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 55.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.