MRFOX vs. SCHV
Compare and contrast key facts about Marshfield Concentrated Opportunity Fund (MRFOX) and Schwab U.S. Large-Cap Value ETF (SCHV).
MRFOX is managed by Marshfield. It was launched on Dec 29, 2015. SCHV is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRFOX or SCHV.
Correlation
The correlation between MRFOX and SCHV is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MRFOX vs. SCHV - Performance Comparison
Key characteristics
MRFOX:
1.44
SCHV:
1.91
MRFOX:
1.90
SCHV:
2.71
MRFOX:
1.30
SCHV:
1.34
MRFOX:
1.76
SCHV:
2.64
MRFOX:
7.60
SCHV:
10.28
MRFOX:
1.86%
SCHV:
1.97%
MRFOX:
9.78%
SCHV:
10.61%
MRFOX:
-29.10%
SCHV:
-37.08%
MRFOX:
-7.53%
SCHV:
-6.66%
Returns By Period
In the year-to-date period, MRFOX achieves a 12.61% return, which is significantly lower than SCHV's 18.06% return.
MRFOX
12.61%
-4.10%
0.19%
13.09%
11.41%
N/A
SCHV
18.06%
-3.64%
8.83%
19.25%
11.37%
11.71%
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MRFOX vs. SCHV - Expense Ratio Comparison
MRFOX has a 1.05% expense ratio, which is higher than SCHV's 0.04% expense ratio.
Risk-Adjusted Performance
MRFOX vs. SCHV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marshfield Concentrated Opportunity Fund (MRFOX) and Schwab U.S. Large-Cap Value ETF (SCHV). 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
MRFOX vs. SCHV - Dividend Comparison
MRFOX has not paid dividends to shareholders, while SCHV's dividend yield for the trailing twelve months is around 3.36%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRFOX Marshfield Concentrated Opportunity Fund | 0.00% | 0.46% | 0.14% | 0.00% | 0.00% | 0.09% | 0.02% | 0.06% | 0.17% | 0.00% | 0.00% | 0.00% |
SCHV Schwab U.S. Large-Cap Value ETF | 3.36% | 4.95% | 5.72% | 1.95% | 7.90% | 6.99% | 6.18% | 5.77% | 4.95% | 4.06% | 5.84% | 4.38% |
Drawdowns
MRFOX vs. SCHV - Drawdown Comparison
The maximum MRFOX drawdown since its inception was -29.10%, smaller than the maximum SCHV drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for MRFOX and SCHV. For additional features, visit the drawdowns tool.
Volatility
MRFOX vs. SCHV - Volatility Comparison
Marshfield Concentrated Opportunity Fund (MRFOX) has a higher volatility of 5.62% compared to Schwab U.S. Large-Cap Value ETF (SCHV) at 3.72%. This indicates that MRFOX's price experiences larger fluctuations and is considered to be riskier than SCHV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.