TMFC vs. SCHD
Compare and contrast key facts about Motley Fool 100 Index ETF (TMFC) and Schwab US Dividend Equity ETF (SCHD).
TMFC and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TMFC is a passively managed fund by Motley Fool that tracks the performance of the Motley Fool 100 Index. It was launched on Jan 29, 2018. 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. Both TMFC and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMFC or SCHD.
Correlation
The correlation between TMFC and SCHD is 0.61, 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
TMFC vs. SCHD - Performance Comparison
Key characteristics
TMFC:
2.21
SCHD:
1.02
TMFC:
2.92
SCHD:
1.51
TMFC:
1.40
SCHD:
1.18
TMFC:
3.12
SCHD:
1.55
TMFC:
13.21
SCHD:
5.23
TMFC:
2.67%
SCHD:
2.21%
TMFC:
15.92%
SCHD:
11.28%
TMFC:
-33.06%
SCHD:
-33.37%
TMFC:
-3.49%
SCHD:
-7.44%
Returns By Period
In the year-to-date period, TMFC achieves a 35.30% return, which is significantly higher than SCHD's 10.68% return.
TMFC
35.30%
3.24%
11.81%
34.85%
19.83%
N/A
SCHD
10.68%
-5.06%
7.69%
10.91%
10.81%
10.89%
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TMFC vs. SCHD - Expense Ratio Comparison
TMFC has a 0.50% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
TMFC vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool 100 Index ETF (TMFC) 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
TMFC vs. SCHD - Dividend Comparison
TMFC's dividend yield for the trailing twelve months is around 0.40%, less than SCHD's 3.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMFC Motley Fool 100 Index ETF | 0.40% | 0.26% | 0.27% | 0.23% | 0.42% | 0.50% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.67% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
TMFC vs. SCHD - Drawdown Comparison
The maximum TMFC drawdown since its inception was -33.06%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for TMFC and SCHD. For additional features, visit the drawdowns tool.
Volatility
TMFC vs. SCHD - Volatility Comparison
Motley Fool 100 Index ETF (TMFC) has a higher volatility of 4.59% compared to Schwab US Dividend Equity ETF (SCHD) at 3.57%. This indicates that TMFC'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.