MVT vs SCHD

MVT vs SCHD

Which is better, MVT or SCHD?

We do not have enough on MVT and SCHD to separate them.

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

MetricMVTSCHD
Expense Ratio-0.06%
AUM-$112.1B
Dividend Yield-3.00%
Holdings-103
YTD Price Return-+21.46%
1Y Price Return-+22.70%
3Y Price Return (annualized)-+11.23%
5Y Price Return (annualized)-+6.29%
Volatility (annualized)-13.8%
Max Drawdown--33.4%
Fund FamilyBlackRock MuniVest Fund II, Inc.Charles Schwab Asset Management
Category-Equity
Style-Large Cap Value
Inception-Oct 20, 2011

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for MVT. We have no price series for MVT, so there is nothing to compare it against.

MVT vs SCHD Performance

BlackRock MuniVest Fund II, Inc. (MVT) is an ETF from BlackRock MuniVest Fund II, Inc. and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management.

You are not choosing between two funds in isolation.

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

MVTSCHD

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Frequently Asked Questions

Is SCHD better than MVT?

We hold very little data on MVT and SCHD, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.