SCHD vs TMVE
Schwab US Dividend Equity ETF vs Thrivent Mid Cap Value ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | SCHD | TMVE | Winner |
|---|---|---|---|
| Expense Ratio | 0.06% | 0.55% | |
| AUM | $112.2B | $301M | |
| Dividend Yield | 3.13% | 0.10% | |
| Holdings | 103 | 85 | |
| YTD Return | +27.60% | +15.27% | |
| 1Y Return | +29.63% | - | |
| 3Y Return (annualized) | +16.43% | - | |
| 5Y Return (annualized) | +10.05% | - | |
| Volatility (annualized) | 13.6% | - | |
| Max Drawdown | -33.4% | -8.2% | |
| Fund Family | Charles Schwab Asset Management | Thrivent Funds | |
| Category | Equity | Equity | |
| Inception | Oct 20, 2011 | Nov 17, 2025 |
SCHD vs TMVE Performance
Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Thrivent Mid Cap Value ETF (TMVE) is a ETF from Thrivent Funds. Year to date, SCHD is up 27.60% versus a gain of 15.27% for TMVE.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.4% for SCHD and -8.2% for TMVE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
SCHD charges 0.06% per year while TMVE charges 0.55%. On a $10,000 position that is $6 vs $55 annually, a gap of $49 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.10% for TMVE.
Holdings Overlap
SCHD and TMVE share 5 holdings out of 179 unique holdings combined, representing a 3.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCHD or TMVE?
SCHD has an expense ratio of 0.06% while TMVE charges 0.55%. SCHD is the cheaper option. On a $10,000 investment, that is $49 per year of difference.
What is the holdings overlap between SCHD and TMVE?
SCHD and TMVE share 5 common holdings with a 3.5% weight overlap. Combined, they hold 179 unique securities.
Which pays a higher dividend, SCHD or TMVE?
SCHD yields 3.13% while TMVE yields 0.10%, so SCHD currently pays the higher dividend yield.
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