SCHD vs TMFE

Quick Verdict

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

Lower Fees: SCHDHigher Returns: TMFEMore Diversified: TMFE

Side-by-Side Comparison

MetricSCHDTMFEWinner
Expense Ratio0.06%0.50%
AUM$103.7B$77M
Dividend Yield3.31%0.18%
Holdings104102
YTD Return+24.08%+34.98%
1Y Return+31.88%+39.12%
3Y Return (annualized)+14.92%+12.14%
5Y Return (annualized)+9.85%-
Volatility (annualized)13.6%20.5%
Max Drawdown-33.4%-31.1%
Fund FamilyCharles Schwab Asset ManagementMotley Fool Asset Management
CategoryEquityEquity
InceptionOct 20, 2011Dec 30, 2021

SCHD vs TMFE Performance

Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management and Motley Fool Capital Efficiency 100 Index ETF (TMFE) is a ETF from Motley Fool Asset Management. Over the past year SCHD returned +31.88% while TMFE returned +39.12%. Year to date, SCHD is up 24.08% versus a gain of 34.98% for TMFE.

Over three years, SCHD compounded at +14.92% per year against +12.14% for TMFE. Across the full 3-year window we track, TMFE has the edge at +12.14% annualized vs +11.39%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TMFE has been the more volatile fund, with annualized monthly volatility of 20.5% 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 -31.1% for TMFE. 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SCHD charges 0.06% per year while TMFE 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 0.18% for TMFE.

Holdings Overlap

1.6%overlap

SCHD and TMFE share 2 holdings out of 199 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCHDWeight in TMFEDifference
BMY3.22%1.45%1.77%
WSO0.34%0.16%0.18%

Frequently Asked Questions

Which is cheaper, SCHD or TMFE?

SCHD has an expense ratio of 0.06% while TMFE 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 TMFE?

Over the past year SCHD returned +31.88% vs +39.12% for TMFE, so TMFE leads on 1-year performance. Over the longest common window we track (3 years), SCHD annualized +11.39% vs +12.14% for TMFE. Past performance does not guarantee future results.

Which is riskier, SCHD or TMFE?

TMFE has been the more volatile fund at 20.5% annualized versus 13.6% for SCHD. Worst drawdown: SCHD -33.4% vs TMFE -31.1%.

Should I hold both SCHD and TMFE?

SCHD and TMFE have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCHD and TMFE?

SCHD and TMFE share 2 common holdings with a 1.6% weight overlap. Combined, they hold 199 unique securities.

Which pays a higher dividend, SCHD or TMFE?

SCHD yields 3.31% while TMFE yields 0.18%, so SCHD currently pays the higher dividend yield.

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