MFIG vs. SCHG

Last updated Jul 18, 2026

MFIG (Motley Fool Innovative Growth Factor ETF) and SCHG (Schwab U.S. Large-Cap Growth ETF) are both Large Cap Growth Equities funds - MFIG tracks the Motley Fool Innovative Growth Index while SCHG tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. Both are passively managed. Their correlation of 0.90 suggests significant overlap in exposure. MFIG charges 0.50%/yr vs 0.04%/yr for SCHG.

Performance

MFIG vs. SCHG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Innovative Growth Factor ETF (MFIG) and Schwab U.S. Large-Cap Growth ETF (SCHG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MFIG achieves a 3.61% return, which is significantly lower than SCHG's 5.02% return.

MFIG

• 1D: -1.58%
• 1M: 2.58%
• 6M: 4.23%
• YTD: 3.61%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SCHG

• 1D: -1.30%
• 1M: 2.26%
• 6M: 5.86%
• YTD: 5.02%
• 1Y: 15.45%
• 3Y*: 21.11%
• 5Y*: 13.54%
• 10Y*: 18.34%

*Multi-year figures are annualized to reflect compound growth (CAGR)

MFIG vs. SCHG - Yearly Performance Comparison

	2026 (YTD)	2025
MFIG Motley Fool Innovative Growth Factor ETF	3.61%	-0.09%
SCHG Schwab U.S. Large-Cap Growth ETF	5.02%	-0.79%

Correlation

The correlation between MFIG and SCHG is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 9, 2025	0.90

Return for Risk

MFIG vs. SCHG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MFIG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SCHG

SCHG Risk / Return Rank: 29
SCHG Sharpe Ratio Rank: 31
SCHG Sortino Ratio Rank: 30
SCHG Omega Ratio Rank: 29
SCHG Calmar Ratio Rank: 24
SCHG Martin Ratio Rank: 28

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MFIG vs. SCHG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Innovative Growth Factor ETF (MFIG) and Schwab U.S. Large-Cap Growth ETF (SCHG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	MFIG	SCHG	Difference
Sharpe ratio: Return per unit of total volatility	—	0.95	—
Sortino ratio: Return per unit of downside risk	—	1.36	—
Omega ratio: Gain probability vs. loss probability	—	1.17	—
Calmar ratio: Return relative to maximum drawdown	—	0.95	—
Martin ratio: Return relative to average drawdown	—	3.03	—

Drawdowns

MFIG vs. SCHG - Drawdown Comparison

The maximum MFIG drawdown since its inception was -14.29%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for MFIG and SCHG.

Drawdown Indicators

	MFIG	SCHG	Difference
Max Drawdown Largest peak-to-trough decline	-14.29%	-34.59%	+20.30%
Max Drawdown (1Y) Largest decline over 1 year	—	-16.41%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-23.39%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-34.59%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.59%	—
Current Drawdown Current decline from peak	-2.81%	-3.07%	+0.26%
Average Drawdown Average peak-to-trough decline	-4.35%	-5.19%	+0.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.12%	—

Volatility

Volatility by Period

	MFIG	SCHG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.74%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.82%	—
Volatility (1Y) Calculated over the trailing 1-year period	16.98%	16.40%	+0.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.98%	22.41%	-5.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.98%	21.57%	-4.59%

MFIG vs. SCHG - Expense Ratio Comparison

MFIG has a 0.50% expense ratio, which is higher than SCHG's 0.04% expense ratio.

Dividends

MFIG vs. SCHG - Dividend Comparison

MFIG has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MFIG Motley Fool Innovative Growth Factor ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHG Schwab U.S. Large-Cap Growth ETF	0.38%	0.36%	0.39%	0.46%	0.55%	0.42%	0.52%	0.82%	1.27%	1.01%	1.04%	1.22%

Frequently Asked Questions

Can I hold both MFIG and SCHG in my portfolio?

With a correlation of 0.90, MFIG and SCHG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, MFIG or SCHG?

On fees, SCHG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MFIG or SCHG?

SCHG is cheaper with a 0.04% expense ratio, compared with 0.50% for MFIG.

Which ETF pays a higher dividend yield, MFIG or SCHG?

SCHG has the higher dividend yield at 0.38%, compared with 0.00% for MFIG.

What is the main difference between MFIG and SCHG?

MFIG tracks Motley Fool Innovative Growth Index, while SCHG tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index. They also come from different issuers: Motley Fool and Charles Schwab. Their fees differ too: 0.50% for MFIG and 0.04% for SCHG.