MIGO vs SCHD
MIG Core ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | MIGO | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.06% | |
| AUM | - | $103.7B | |
| Dividend Yield | - | 3.31% | |
| Holdings | 39 | 104 | |
| YTD Return | +22.35% | +25.62% | |
| 1Y Return | - | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -13.4% | -33.4% | |
| Fund Family | MIG Capital, LLC | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 20, 2026 | Oct 20, 2011 |
MIGO vs SCHD Performance
MIG Core ETF (MIGO) is a ETF from MIG Capital, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, MIGO is up 22.35% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -13.4% for MIGO 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
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
MIGO and SCHD share 1 holdings out of 141 unique holdings combined, representing a 1.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in MIGO | Weight in SCHD | Difference |
|---|---|---|---|
| BX | 1.02% | 2.38% | 1.36% |
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. On a $10,000 investment, that is $39 per year of difference.
What is the holdings overlap between MIGO and SCHD?
MIGO and SCHD share 1 common holdings with a 1.0% weight overlap. Combined, they hold 141 unique securities.
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