Data as of Oct 28, 2026.
MTUM vs SCHF: Differences, Returns & Fees
Over the year to Oct 28, 2026, MTUM returned +18.4% to SCHF's +17.6%; 0% of their weight is in the same names.
askIQ about this page
askIQ about MTUM and SCHF
Net assets: $18.7bn on Oct 27, 2026 for iShares MSCI USA Momentum Factor ETF, and $69.7bn on Aug 31, 2026 for Schwab International Equity ETF.
Pair scorecard
SCHF costs 0.12 points a year less; their one-year returns differ by 0.8 points.
| Measure | MTUM | SCHF |
|---|---|---|
| Return | ||
| Total return, 1 year | +18.4% | +17.6% |
| Drawdown | ||
| Below its high | 11.9%, high on Jun 22, 2026 | 4.4%, high on Aug 25, 2026 |
| Benchmark | ||
| What it tracks | MSCI USA Momentum SR Variant Index | FTSE Developed ex US Index |
| Cost and size | ||
| Expense ratio | 0.15% | 0.03% |
| Net assets, MTUM as of Oct 27, 2026 and SCHF as of Aug 31, 2026 | $18.7bn | $69.7bn |
| Holdings | ||
| Holdings in common | 0% | |
| Top ten holdings, share of the fund | 35.5% | 13.8% |
Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method
Risk and return
Apr 26, 2013 to Oct 23, 2026 · 704 weekly returnsEach against its own benchmark: MTUM against MLRG, Apr 26, 2013 to Oct 23, 2026; SCHF against EFA, Nov 13, 2009 to Oct 23, 2026.
MTUM returned more: +554.7% to +170.5%. SCHF swung less: 16.2% to 19.0%. MTUM fell slightly less at its worst: −31.9% to −33.8%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | MTUM | SCHF | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +554.7% | +170.5% | MTUM | Price change plus distributions, reinvested. |
| Annualized | +14.9% | +7.6% | MTUM | Total return as a yearly rate. |
| Price return | +459.1% | +87.6% | MTUM | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 19.0% | 16.2% | SCHF | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.0% | 11.5% | SCHF | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −31.9% | −33.8% | MTUM (slight) | Deepest fall from a high to the low after it. |
| Upside capture | 106.2% | 99.2% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 101.7% | 99.0% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 1.02 | 0.99 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 0.76 | 0.99 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | 0.73 | 0.42 | MTUM | Return above Treasury bills per unit of volatility. |
| Sortino | 1.07 | 0.59 | MTUM | Return above Treasury bills per unit of downside deviation. |
| Treynor | 0.135 | 0.069 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.47 | 0.23 | MTUM | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | MLRG | EFA | The ETF each fund is measured against. | |
| Alpha | +1.3% a year | +0.5% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 0.53 | 1.02 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −3.7% to +6.3% | −0.4% to +1.4% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | 0.17 | 0.20 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 9.3% | 1.9% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 704 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, MTUM and SCHF hold 0% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
MTUM and SCHF on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
MTUM and SCHF do different jobs. What does each one do in a portfolio?
- What each follows. MTUM follows MSCI USA Momentum SR Variant Index and SCHF follows FTSE Developed ex US Index.
- Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026 and Aug 31, 2026).
- Number of holdings. MTUM holds 126 positions and SCHF holds 1475.
Data as of Oct 28, 2026.
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
MTUM
MTUM tracks the MSCI USA Momentum Factor. Over the year to Oct 28, 2026 it returned +18.4% with distributions reinvested, against +13.6% for its benchmark, the MSCI USA Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 126 positions, with the top ten at 35.5%. It sat 11.9% below its high of Jun 22, 2026 on Oct 28, 2026.
SCHF
SCHF tracks an index of International Equity. Over the year to Oct 28, 2026 it returned +17.6% with distributions reinvested, against +12.1% for its benchmark, the MSCI EAFE Index. The prospectus expense ratio is 0.03% a year. By its holdings filed for Aug 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 1,475 positions, with the top ten at 13.8%. It sat 4.4% below its high of Aug 25, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, MTUM or SCHF?
- In the year to Oct 28, 2026, with distributions reinvested, MTUM returned +18.4% and SCHF +17.6%.
- Which is cheaper, MTUM or SCHF?
- SCHF is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, MTUM against SCHF, data as of Oct 28, 2026. https://etfiq.com/compare/any/mtum-vs-schf
ETFIQ. (Oct 28, 2026). MTUM against SCHF. Retrieved from https://etfiq.com/compare/any/mtum-vs-schf
[MTUM against SCHF (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/mtum-vs-schf)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.