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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

MAGS vs SCHD: how they differ

MAGS and SCHD hold 0% of their weight in the same names, and SCHD returned more over the year.

Roundhill Magnificent Seven ETF and Schwab U.S. Dividend Equity ETF.

What they hold in common

By the books each fund has filed, MAGS and SCHD hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in MAGSOnly in SCHD
TREASURY BILL 65.41%QUALCOMM Inc 6.75%
Roundhill Ultra Short Duration 8.06%Texas Instruments Inc 5.92%
NVIDIA Corp 4.15%UnitedHealth Group Inc 5.10%
Apple Inc 4.12%Coca-Cola Co/The 3.96%
Amazon.com Inc 4.11%Merck & Co Inc 3.87%
Tesla Inc 4.07%Chevron Corp 3.84%
Microsoft Corp 3.62%Verizon Communications Inc 3.66%
Meta Platforms Inc 3.59%Procter & Gamble Co/The 3.55%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

MAGS and SCHD on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
MAGS
Roundhill Magnificent Seven ETF
SCHD
Schwab U.S. Dividend Equity ETF
Where it sitsCore index fundCore index fund
IssuerRoundhillSchwab
What it isMagnificent SevenUS dividend
Total return, 1 year+14.4%+27.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−3.1 pts+10.1 pts
Expense ratio0.30%0.06%
Already in the S&P 50026.5%95.1%
Holdings999

MAGS in plain words

MAGS is an index equity fund tracking the Magnificent Seven. Over the year to Sep 11, 2026 it returned +14.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.30% a year. By its holdings filed for Jun 30, 2026, 26% of the fund by weight is stocks the S&P 500 also holds, across 9 positions, with the top ten at 100.0%.

SCHD in plain words

SCHD is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +27.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 43.7%. It sat 3.1% below its high of Aug 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, MAGS or SCHD?
In the year to Sep 12, 2026, with distributions reinvested, MAGS returned +14.4% and SCHD returned +27.6%, so SCHD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, MAGS or SCHD?
MAGS charges 0.30% a year and SCHD charges 0.06%, so SCHD is cheaper. Fees come from each fund's prospectus.
How much do MAGS and SCHD overlap with the S&P 500?
By their latest filed holdings, 26% of MAGS and 95% of SCHD by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

MAGS against SCHD, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, MAGS against SCHD, data as of Sep 12, 2026. https://etfiq.com/compare/any/MAGS-SCHD Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources