MFOCX vs. SCHD
Compare and contrast key facts about Marsico Focus Fund (MFOCX) and Schwab US Dividend Equity ETF (SCHD).
MFOCX is managed by Marsico Investment Fund. It was launched on Dec 31, 1997. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFOCX or SCHD.
Correlation
The correlation between MFOCX and SCHD is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MFOCX vs. SCHD - Performance Comparison
Key characteristics
MFOCX:
1.03
SCHD:
1.23
MFOCX:
1.45
SCHD:
1.82
MFOCX:
1.19
SCHD:
1.21
MFOCX:
1.02
SCHD:
1.76
MFOCX:
4.73
SCHD:
4.51
MFOCX:
4.36%
SCHD:
3.11%
MFOCX:
20.10%
SCHD:
11.39%
MFOCX:
-58.67%
SCHD:
-33.37%
MFOCX:
-7.87%
SCHD:
-3.58%
Returns By Period
In the year-to-date period, MFOCX achieves a 1.84% return, which is significantly lower than SCHD's 3.26% return. Over the past 10 years, MFOCX has underperformed SCHD with an annualized return of 3.68%, while SCHD has yielded a comparatively higher 11.15% annualized return.
MFOCX
1.84%
-3.35%
3.35%
16.67%
7.97%
3.68%
SCHD
3.26%
1.04%
3.19%
12.82%
11.66%
11.15%
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MFOCX vs. SCHD - Expense Ratio Comparison
MFOCX has a 1.34% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
MFOCX vs. SCHD — Risk-Adjusted Performance Rank
MFOCX
SCHD
MFOCX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marsico Focus Fund (MFOCX) and Schwab US Dividend Equity ETF (SCHD). 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.
Dividends
MFOCX vs. SCHD - Dividend Comparison
MFOCX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.53%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFOCX Marsico Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 14.34% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
MFOCX vs. SCHD - Drawdown Comparison
The maximum MFOCX drawdown since its inception was -58.67%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for MFOCX and SCHD. For additional features, visit the drawdowns tool.
Volatility
MFOCX vs. SCHD - Volatility Comparison
Marsico Focus Fund (MFOCX) has a higher volatility of 5.89% compared to Schwab US Dividend Equity ETF (SCHD) at 3.10%. This indicates that MFOCX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.