SCHD vs TMFC

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. TMFC offers more diversification with 101 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: TMFC

Side-by-Side Comparison

MetricSCHDTMFCWinner
Expense Ratio0.06%0.50%
AUM$103.7B$2.0B
Dividend Yield3.31%0.11%
Holdings104103
YTD Return+24.26%+12.43%
1Y Return+31.38%+21.39%
3Y Return (annualized)+15.08%+25.46%
5Y Return (annualized)+9.72%+14.62%
Volatility (annualized)13.6%18.8%
Max Drawdown-33.4%-33.1%
Fund FamilyCharles Schwab Asset ManagementMotley Fool Asset Management
CategoryEquityEquity
InceptionOct 20, 2011Jan 29, 2018

SCHD vs TMFC Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Motley Fool 100 Index ETF (TMFC) is a ETF from Motley Fool Asset Management. Over the past year SCHD returned +31.38% while TMFC returned +21.39%. Year to date, SCHD is up 24.26% versus a gain of 12.43% for TMFC.

Over three years, SCHD compounded at +15.08% per year against +25.46% for TMFC; over five years the annualized figures are +9.72% and +14.62% respectively. Across the full 9-year window we track, TMFC has the edge at +18.21% annualized vs +11.39%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMFC has been the more volatile fund, with annualized monthly volatility of 18.8% 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 -33.4% for SCHD and -33.1% for TMFC. 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SCHD charges 0.06% per year while TMFC charges 0.50%. On a $10,000 position that is $6 vs $50 annually, a gap of $44 per year that compounds over a long holding period. On income, SCHD currently yields 3.31% against 0.11% for TMFC.

Holdings Overlap

2.8%overlap

SCHD and TMFC share 2 holdings out of 199 unique holdings combined, representing a 2.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in TMFCDifference
BMY3.22%1.45%1.77%
LMT2.66%1.38%1.28%

Frequently Asked Questions

Which is cheaper, SCHD or TMFC?

SCHD has an expense ratio of 0.06% while TMFC charges 0.50%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

Which performed better, SCHD or TMFC?

Over the past year SCHD returned +31.38% vs +21.39% for TMFC, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), SCHD annualized +11.39% vs +18.21% for TMFC. Past performance does not guarantee future results.

Which is riskier, SCHD or TMFC?

TMFC has been the more volatile fund at 18.8% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TMFC -33.1%.

Should I hold both SCHD and TMFC?

SCHD and TMFC have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and TMFC?

SCHD and TMFC share 2 common holdings with a 2.8% weight overlap. Combined, they hold 199 unique securities.

Which pays a higher dividend, SCHD or TMFC?

SCHD yields 3.31% while TMFC yields 0.11%, so SCHD currently pays the higher dividend yield.

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