MIVL vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: SCHD

Side-by-Side Comparison

MetricMIVLSCHDWinner
Expense Ratio0.57%0.06%
AUM$22M$103.7B
Dividend Yield0.00%3.31%
Holdings59104
YTD Return+5.77%+25.58%
1Y Return-+31.06%
3Y Return (annualized)-+15.55%
5Y Return (annualized)-+9.61%
Volatility (annualized)-13.6%
Max Drawdown-2.5%-33.4%
Fund FamilyMFS Investment ManagementCharles Schwab Asset Management
CategoryEquityEquity
InceptionJun 4, 2026Oct 20, 2011

MIVL vs SCHD Performance

MFS Active International Value ETF (MIVL) is a ETF from MFS Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, MIVL is up 5.77% versus a gain of 25.58% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.5% for MIVL 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

MIVL charges 0.57% per year while SCHD charges 0.06%. On a $10,000 position that is $57 vs $6 annually, a gap of $51 per year that compounds over a long holding period. On income, MIVL currently yields 0.00% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

MIVL and SCHD share 0 holdings out of 159 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, MIVL or SCHD?

MIVL has an expense ratio of 0.57% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $51 per year of difference.

What is the holdings overlap between MIVL and SCHD?

MIVL and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 159 unique securities.

Which pays a higher dividend, MIVL or SCHD?

MIVL yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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