TMFG vs. SCHD
Compare and contrast key facts about Motley Fool Global Opportunities ETF (TMFG) and Schwab US Dividend Equity ETF (SCHD).
TMFG and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TMFG is an actively managed fund by Motley Fool. It was launched on Jun 17, 2014. 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: TMFG or SCHD.
Correlation
The correlation between TMFG and SCHD is 0.71, 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
TMFG vs. SCHD - Performance Comparison
Key characteristics
TMFG:
1.76
SCHD:
1.38
TMFG:
2.46
SCHD:
2.01
TMFG:
1.31
SCHD:
1.24
TMFG:
2.19
SCHD:
1.98
TMFG:
7.79
SCHD:
5.61
TMFG:
2.64%
SCHD:
2.81%
TMFG:
11.70%
SCHD:
11.38%
TMFG:
-33.66%
SCHD:
-33.37%
TMFG:
-4.20%
SCHD:
-4.33%
Returns By Period
In the year-to-date period, TMFG achieves a 1.66% return, which is significantly lower than SCHD's 2.45% return.
TMFG
1.66%
0.95%
7.97%
18.86%
N/A
N/A
SCHD
2.45%
3.36%
5.43%
15.05%
11.13%
11.33%
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TMFG vs. SCHD - Expense Ratio Comparison
TMFG has a 0.85% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
TMFG vs. SCHD — Risk-Adjusted Performance Rank
TMFG
SCHD
TMFG vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool Global Opportunities ETF (TMFG) 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
TMFG vs. SCHD - Dividend Comparison
TMFG's dividend yield for the trailing twelve months is around 13.71%, more than SCHD's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMFG Motley Fool Global Opportunities ETF | 13.71% | 13.94% | 5.42% | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.55% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
TMFG vs. SCHD - Drawdown Comparison
The maximum TMFG drawdown since its inception was -33.66%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for TMFG and SCHD. For additional features, visit the drawdowns tool.
Volatility
TMFG vs. SCHD - Volatility Comparison
Motley Fool Global Opportunities ETF (TMFG) has a higher volatility of 4.46% compared to Schwab US Dividend Equity ETF (SCHD) at 4.15%. This indicates that TMFG'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.