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TMFC vs SCHA

Motley Fool 100 Index ETF vs Schwab U.S. Small-Cap ETF

TMFC

Motley Fool 100 Index ETF

Annual cost

0.50%

Fund size

$2.1B

SCHA

Schwab U.S. Small-Cap ETF

Annual cost

0.04%

Fund size

$22.8B

Key differences

Both TMFC and SCHA are equity ETFs. TMFC charges 0.50% a year and SCHA 0.04%. The main difference: SCHA costs 0.46% less per year.

  • SCHA costs 0.46% less per year.
  • SCHA is much larger than TMFC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, TMFC has delivered higher annualized returns.
  • SCHA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMFCSCHA
Annual cost (TER)0.50%0.04%
Fund size (AUM)$2.1B$22.8B
Since20182009
Dividend yield0.13%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.0%+37.1%
CAGR 3Y+25.9%+19.6%
CAGR 5Y+15.3%+6.7%
Sharpe 3Y1.200.80
Volatility 1Y13.85%18.30%
Max drawdown-33.06%-42.41%

Similar to TMFC and SCHA