SCHV vs. MRFOX
Compare and contrast key facts about Schwab U.S. Large-Cap Value ETF (SCHV) and Marshfield Concentrated Opportunity Fund (MRFOX).
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. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Performance
SCHV vs. MRFOX - Performance Comparison
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SCHV vs. MRFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHV Schwab U.S. Large-Cap Value ETF | 3.89% | 16.02% | 14.13% | 8.93% | -7.65% | 25.58% | 2.64% | 25.92% | -7.30% | 16.56% |
MRFOX Marshfield Concentrated Opportunity Fund | -2.97% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 15.19% | 36.26% | 1.89% | 25.92% |
Returns By Period
In the year-to-date period, SCHV achieves a 3.89% return, which is significantly higher than MRFOX's -2.97% return. Over the past 10 years, SCHV has underperformed MRFOX with an annualized return of 10.62%, while MRFOX has yielded a comparatively higher 15.31% annualized return.
SCHV
- 1D
- 0.39%
- 1M
- -4.32%
- YTD
- 3.89%
- 6M
- 6.05%
- 1Y
- 17.64%
- 3Y*
- 14.46%
- 5Y*
- 9.37%
- 10Y*
- 10.62%
MRFOX
- 1D
- 1.16%
- 1M
- -4.29%
- YTD
- -2.97%
- 6M
- -3.36%
- 1Y
- 3.66%
- 3Y*
- 12.79%
- 5Y*
- 10.99%
- 10Y*
- 15.31%
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SCHV vs. MRFOX - Expense Ratio Comparison
SCHV has a 0.04% expense ratio, which is lower than MRFOX's 1.05% expense ratio.
Return for Risk
SCHV vs. MRFOX — Risk / Return Rank
SCHV
MRFOX
SCHV vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Value ETF (SCHV) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.
| SCHV | MRFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.33 | +0.82 |
Sortino ratioReturn per unit of downside risk | 1.64 | 0.57 | +1.07 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.07 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.68 | +0.79 |
Martin ratioReturn relative to average drawdown | 6.91 | 1.75 | +5.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCHV | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.33 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.92 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 1.07 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 1.06 | -0.38 |
Correlation
The correlation between SCHV and MRFOX is 0.83, 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.
Dividends
SCHV vs. MRFOX - Dividend Comparison
SCHV's dividend yield for the trailing twelve months is around 1.96%, more than MRFOX's 1.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHV Schwab U.S. Large-Cap Value ETF | 1.96% | 2.02% | 2.25% | 2.42% | 2.37% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 2.65% | 2.69% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.67% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% | 0.00% |
Drawdowns
SCHV vs. MRFOX - Drawdown Comparison
The maximum SCHV drawdown since its inception was -37.08%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for SCHV and MRFOX.
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Drawdown Indicators
| SCHV | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.08% | -29.10% | -7.98% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -7.09% | -4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -19.78% | -12.98% | -6.80% |
Max Drawdown (10Y)Largest decline over 10 years | -37.08% | -29.10% | -7.98% |
Current DrawdownCurrent decline from peak | -4.58% | -5.32% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -2.37% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.77% | -0.22% |
Volatility
SCHV vs. MRFOX - Volatility Comparison
Schwab U.S. Large-Cap Value ETF (SCHV) has a higher volatility of 4.13% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 3.04%. This indicates that SCHV's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHV | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 3.04% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.08% | 7.08% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 11.83% | +3.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.48% | 12.04% | +2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 14.29% | +2.62% |