ETF comparison
MTUM vs SCHD
Momentum Factor vs Dividend.
iShares MSCI USA Momentum Factor ETF · Schwab U.S. Dividend Equity ETF
Holdings overlap
10 positions appear in both funds. Buying equal dollars of MTUM and SCHD would leave roughly 6.9% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SCHD is 9 bps cheaper than MTUM. On a $100,000 position that's about $90/yr more in fees for MTUM.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with MTUM vs SCHD.
Top shared holdings
10 shared in total| # | Holding | In MTUM | In SCHD | Overlap |
|---|---|---|---|---|
| 1 | TEXAS INSTRUMENTS INCORPORATED | 1.87% | 5.90% | 1.87% |
| 2 | CHEVRON CORPORATION | 1.75% | 3.83% | 1.75% |
| 3 | CONOCOPHILLIPS | 0.82% | 3.51% | 0.82% |
| 4 | Altria Group, Inc. | 0.59% | 2.94% | 0.59% |
| 5 | SLB N.V. | 0.47% | 2.05% | 0.47% |
| 6 | EOG RESOURCES, INC. | 0.37% | 1.82% | 0.37% |
| 7 | TARGET CORPORATION | 0.32% | 1.45% | 0.32% |
| 8 | DEVON ENERGY CORPORATION | 0.32% | 1.29% | 0.32% |
| 9 | ONEOK, INC. | 0.26% | 1.33% | 0.26% |
| 10 | ARCHER-DANIELS-MIDLAND COMPANY. | 0.17% | 0.96% | 0.17% |
Only in MTUM
116 total- MICRON TECHNOLOGY, INC. 5.87%
- ADVANCED MICRO DEVICES, INC. 5.11%
- BROADCOM INC. 4.72%
- INTEL CORPORATION 4.06%
- EXXONMOBIL HOLDINGS CORPORATION 3.77%
- CATERPILLAR INC. 3.65%
- JOHNSON & JOHNSON 3.54%
- APPLIED MATERIALS, INC. 3.10%
- LAM RESEARCH CORPORATION 3.09%
- GE VERNOVA INC. 3.07%
Only in SCHD
89 total- QUALCOMM Inc 6.74%
- UnitedHealth Group Inc 5.09%
- Coca-Cola Co/The 3.96%
- Merck & Co Inc 3.86%
- Verizon Communications Inc 3.65%
- Procter & Gamble Co/The 3.55%
- Amgen Inc 3.47%
- PepsiCo Inc 3.44%
- Home Depot Inc/The 3.36%
- Abbott Laboratories 2.96%
Related comparisons
More comparisons with MTUM
- MTUM vs VB · Vanguard Morningstar Small-Cap ETF 4.1%
- MTUM vs IJH · iShares Core S&P Mid-Cap ETF 1.1%
- MTUM vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- MTUM vs IMTM · iShares MSCI Intl Momentum Factor ETF 0.0%
- MTUM vs IWM · iShares Russell 2000 ETF 0.0%
- MTUM vs SPMO · Invesco S&P 500 Momentum ETF 57.2%
More comparisons with SCHD
- SCHD vs VO · Vanguard Morningstar Mid-Cap ETF 6.9%
- SCHD vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 6.6%
- SCHD vs FELC · Fidelity Enhanced Large Cap Core ETF 6.4%
- SCHD vs IWS · iShares Russell Mid-Cap Value ETF 6.4%
- SCHD vs MOAT · VanEck Morningstar Wide Moat ETF 6.1%
- SCHD vs ACWV · iShares MSCI Global Min Vol Factor ETF 6.0%
Percentages are holdings overlap with the named fund.
Open MTUM or SCHD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.