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TMFC vs SCHX

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

TMFC

Motley Fool 100 Index ETF

Annual cost

0.50%

Fund size

$2.1B

SCHX

Schwab U.S. Large-Cap ETF

Annual cost

0.03%

Fund size

$72.6B

Key differences

Both TMFC and SCHX are equity ETFs. TMFC charges 0.50% a year and SCHX 0.03%. The main difference: SCHX costs 0.47% less per year.

  • SCHX costs 0.47% less per year.
  • SCHX 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.
  • SCHX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMFCSCHX
Annual cost (TER)0.50%0.03%
Fund size (AUM)$2.1B$72.6B
Since20182009
Dividend yield0.13%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.0%+24.5%
CAGR 3Y+25.9%+22.5%
CAGR 5Y+15.3%+12.9%
Sharpe 3Y1.201.19
Volatility 1Y13.85%12.29%
Max drawdown-33.06%-34.33%

Similar to TMFC and SCHX