MAPP vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricMAPPSCHDWinner
Expense Ratio0.80%0.06%
AUM$10M$103.7B
Dividend Yield2.78%3.31%
Holdings24104
YTD Return+3.75%+22.69%
1Y Return+13.91%+30.94%
3Y Return (annualized)+14.19%+14.20%
5Y Return (annualized)-+9.59%
Volatility (annualized)8.6%13.7%
Max Drawdown-12.9%-33.4%
Fund FamilyHarbor FundsCharles Schwab Asset Management
CategoryAlternativeEquity
InceptionSep 13, 2023Oct 20, 2011

MAPP vs SCHD Performance

Harbor Multi-Asset Explorer ETF (MAPP) is a ETF from Harbor Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year MAPP returned +13.91% while SCHD returned +30.94%. Year to date, MAPP is up 3.75% versus a gain of 22.69% for SCHD.

Over three years, MAPP compounded at +14.19% per year against +14.20% for SCHD. Across the full 3-year window we track, MAPP has the edge at +14.19% annualized vs +11.31%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 8.6% for MAPP. 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 -12.9% for MAPP 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MAPP charges 0.80% per year while SCHD charges 0.06%. On a $10,000 position that is $80 vs $6 annually, a gap of $74 per year that compounds over a long holding period. On income, MAPP currently yields 2.78% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

MAPP and SCHD share 0 holdings out of 123 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, MAPP or SCHD?

MAPP has an expense ratio of 0.80% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $74 per year of difference.

Which performed better, MAPP or SCHD?

Over the past year MAPP returned +13.91% vs +30.94% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), MAPP annualized +14.19% vs +11.31% for SCHD. Past performance does not guarantee future results.

Which is riskier, MAPP or SCHD?

SCHD has been the more volatile fund at 13.7% annualized versus 8.6% for MAPP. Worst drawdown: MAPP -12.9% vs SCHD -33.4%.

Should I hold both MAPP and SCHD?

MAPP and SCHD have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MAPP and SCHD?

MAPP and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 123 unique securities.

Which pays a higher dividend, MAPP or SCHD?

MAPP yields 2.78% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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