MIVL vs SCHD

MIVL vs SCHD

Which is better, MIVL or SCHD?

SCHD costs less.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricMIVLSCHD
Expense Ratio0.57%0.06%Best
AUM$25M$112.1B
Dividend Yield0.00%3.00%
Holdings66103
YTD Return+4.04%+25.07%Best
1Y Return-+27.61%
3Y Return (annualized)-+15.74%
5Y Return (annualized)-+9.89%
Fund FamilyMFS Investment ManagementCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJun 4, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

MIVL 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.

MIVL vs SCHD Performance

MFS Active International Value ETF (MIVL) is an ETF from MFS Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, MIVL is up 4.04% versus a gain of 25.07% for SCHD.

Past performance does not guarantee future results.

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 3.00% for SCHD.

Holdings Overlap

SCHD already in MIVL0.1%

At least 0.1% of SCHD's money is in holdings MIVL also owns.

Stated as a floor: for MIVL, our book for it covers 92.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 59 positions we hold weights for in MIVL and 100 in SCHD, against full books of 66 and 103.

Top Shared Holdings

StockWeight in MIVLWeight in SCHDDifference
GVMXXSsi Us Gov Money Market Class0.53%0.06%0.47%

You are not choosing between two funds in isolation.

Whichever of MIVL and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MIVLSCHD

Free for up to 10 holdings. No account needed.

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, by $51 a year on a $10,000 investment.

Which pays a higher dividend, MIVL or SCHD?

MIVL yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than MIVL?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.