Compare · 2 funds side by side · dividends reinvested

TMFG and SCHD

TMFGMotley Fool×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

TMFG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.0

Motley Fool Global Opportunities ETFInternational · Global0.85%0.26%+3.9%+3.7%+14.5%[…]−11.8%13.8%$332M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: TMFG 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Motley Fool Global Opportunities ETF · $332M[…]

TMFG

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

TMFGMeasureSCHD

+3.9%Year to dateJan 1 → Nov 4+35.3%

+3.7%1 yearTotal return+41.6%

+14.5%3 years · per year$10,000 became $15,010 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

0.26%Trailing 12-mo yield$26 · $291 a year on $10k2.91%

−11.8%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer11.5%

TMFGSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TMFG vs SCHD: Top 5 Holdings

Today

TMFG

22.7%in top 5

SCHD

in top 521.6%

TMFGStockSCHD

5.1%MAnot top 5

4.8%AMZNnot top 5

not top 5TXN4.8%

4.4%TSMnot top 5

4.3%WCNnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.0%GOOGnot top 5

Held in common2.7%

End-of-day Nov 4, 2026 · share of each fund

TMFG vs SCHD Returns, Every Period

Motley FoolTMFG

+3.7%

past year

SCHDSchwab

+41.6%

past year

TMFGSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: TMFG vs SCHD

YTD

Motley FoolTMFG

+3.9%

SCHDSchwab

+35.3%

+3.9%Year to date+35.3%

−11.8%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.5%

0.3%Yield2.9%

$332MAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TMFG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

TMFG0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TMFG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

TMFG0.26%$26

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

TMFG$26 − $85 = −$59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TMFG, SCHD

Today

2.7%most shared, TMFG and SCHD

TMFGSCHD

TMFG—2.7%

SCHD2.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

TMFGWorst drop−11.8%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDTMFG

+35.3%Year to date+3.9%

2.9%Yield0.3%

+41.6%Past year+3.7%

0.06%Fee0.85%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026