MJSC vs SCHD
MUFG Japan Small Cap Active ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | MJSC | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.06% | |
| AUM | $23M | $108.7B | |
| Dividend Yield | 0.54% | 3.13% | |
| Holdings | 97 | 104 | |
| YTD Return | +21.92% | +28.63% | |
| 1Y Return | +23.31% | +32.53% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +10.47% | |
| Volatility (annualized) | - | 13.7% | |
| Max Drawdown | -12.6% | -33.4% | |
| Fund Family | Mitsubishi UFJ Trust | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Sep 16, 2025 | Oct 20, 2011 |
MJSC vs SCHD Performance
MUFG Japan Small Cap Active ETF (MJSC) is a ETF from Mitsubishi UFJ Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year MJSC returned +23.31% while SCHD returned +32.53%. Year to date, MJSC is up 21.92% versus a gain of 28.63% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.6% for MJSC 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
MJSC charges 0.85% per year while SCHD charges 0.06%. On a $10,000 position that is $85 vs $6 annually, a gap of $79 per year that compounds over a long holding period. On income, MJSC currently yields 0.54% against 3.13% for SCHD.
Holdings Overlap
MJSC and SCHD share 0 holdings out of 196 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, MJSC or SCHD?
MJSC has an expense ratio of 0.85% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $79 per year of difference.
Which performed better, MJSC or SCHD?
Over the past year MJSC returned +23.31% vs +32.53% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between MJSC and SCHD?
MJSC and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 196 unique securities.
Which pays a higher dividend, MJSC or SCHD?
MJSC yields 0.54% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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