MOO vs SCHD

MOO vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricMOOSCHDWinner
Expense Ratio0.56%0.06%
AUM$991M$108.7B
Dividend Yield2.16%3.13%
Holdings51104
YTD Return+10.19%+25.69%
1Y Return+12.91%+30.41%
3Y Return (annualized)+1.41%+16.03%
5Y Return (annualized)-0.82%+9.64%
Volatility (annualized)20.9%13.6%
Max Drawdown-69.5%-33.4%
Fund FamilyVanEckCharles Schwab Asset Management
CategoryEquityEquity
InceptionAug 31, 2007Oct 20, 2011

MOO vs SCHD Performance

VanEck Agribusiness ETF (MOO) is a ETF from VanEck and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year MOO returned +12.91% while SCHD returned +30.41%. Year to date, MOO is up 10.19% versus a gain of 25.69% for SCHD.

Over three years, MOO compounded at +1.41% per year against +16.03% for SCHD; over five years the annualized figures are -0.82% and +9.64% respectively. Across the full 15-year window we track, SCHD has the edge at +11.46% annualized vs +5.28%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MOO has been the more volatile fund, with annualized monthly volatility of 20.9% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -69.5% for MOO and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MOO charges 0.56% per year while SCHD charges 0.06%. On a $10,000 position that is $56 vs $6 annually, a gap of $50 per year that compounds over a long holding period. On income, MOO currently yields 2.16% against 3.13% for SCHD.

Holdings Overlap

0.9%overlap

MOO and SCHD share 1 holdings out of 145 unique holdings combined, representing a 0.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in MOOWeight in SCHDDifference
ADM5.49%0.92%4.57%

Frequently Asked Questions

Which is cheaper, MOO or SCHD?

MOO has an expense ratio of 0.56% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

Which performed better, MOO or SCHD?

Over the past year MOO returned +12.91% vs +30.41% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), MOO annualized +5.28% vs +11.46% for SCHD. Past performance does not guarantee future results.

Which is riskier, MOO or SCHD?

MOO has been the more volatile fund at 20.9% annualized versus 13.6% for SCHD. Worst drawdown: MOO -69.5% vs SCHD -33.4%.

Should I hold both MOO and SCHD?

MOO and SCHD have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MOO and SCHD?

MOO and SCHD share 1 common holdings with a 0.9% weight overlap. Combined, they hold 145 unique securities.

Which pays a higher dividend, MOO or SCHD?

MOO yields 2.16% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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