MTUM vs SCHD: which was the better investment?
iShares MSCI USA Momentum Factor ETF against Schwab U.S. Dividend Equity ETF on real daily total-return data — every dividend reinvested, from Apr 18, 2013 to Jul 13, 2026.
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Frequently asked questions
Did MTUM beat SCHD?
Yes — measured from Apr 18, 2013 to Jul 13, 2026 with dividends reinvested, MTUM came out ahead: $72,173 versus $47,217 from a $10,000 start. That gap compounds from a 16.1% annual return against 12.4%.
What would $10,000 in MTUM be worth today?
$10,000 invested in iShares MSCI USA Momentum Factor ETF (MTUM) on Apr 18, 2013 would be worth about $72,173 as of Jul 13, 2026, a total return of 621.7% (16.1% per year). The same $10,000 in SCHD would be worth $47,217.
Which was riskier — MTUM or SCHD?
MTUM swung with an annualized volatility of 20.0% and a worst peak-to-trough drop of -34.1%; SCHD ran at 15.7% volatility with a -33.4% maximum drawdown. Risk-adjusted (Sharpe ratio), that is 0.70 for MTUM vs 0.66 for SCHD.
What data is this comparison based on?
Daily adjusted closing prices covering Apr 18, 2013 through Jul 13, 2026 — the full period where both assets have price history. Adjusted prices include dividends and splits, so these are total returns. The page refreshes with new market data every day.
Can I change the dates, amounts, or add monthly investing?
Yes — the interactive tool on this page is pre-loaded with MTUM vs SCHD. You can set any start and end date, change the starting amount, add monthly contributions, or build a multi-asset portfolio and compare it against any benchmark.