FMTM vs SCHH
MarketDesk Focused US Momentum ETF vs Schwab US REIT ETF
Which is better, FMTM or SCHH?
FMTM has been ahead.
SCHH has a lower expense ratio. FMTM led over 1Y and the full window. FMTM is less concentrated, with 34.9% of the fund in its ten largest positions against 51.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FMTM | SCHH |
|---|---|---|
| Expense Ratio | 0.45% | 0.07%Best |
| AUM | $284M | $10.8B |
| Dividend Yield | 0.24% | 3.08% |
| Holdings | 86 | 120 |
| YTD Return | +19.82%Best | +8.22% |
| 1Y Return | +33.28%Best | +8.03% |
| 3Y Return (annualized) | - | +10.69% |
| 5Y Return (annualized) | - | +1.48% |
| Volatility (annualized) | 19.8% | 13.3%Best |
| Max Drawdown | -15.4% | -12.4%Best |
| $10,000 over 1.6 years | $15,915Best | $10,861 |
| Top 10 Weight | 34.9%Best | 51.2% |
| Fund Family | MarketDesk Indices | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Mar 20, 2025 | Jan 13, 2011 |
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 20, 2025 to Oct 14, 2026 (1.6 years).
FMTM vs SCHH growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.
FMTM vs SCHH Performance
MarketDesk Focused US Momentum ETF (FMTM) is an ETF from MarketDesk Indices and Schwab US REIT ETF (SCHH) is an ETF from Charles Schwab Asset Management. Over the past year FMTM returned +33.28% while SCHH returned +8.03%. Year to date, FMTM is up 19.82% versus a gain of 8.22% for SCHH.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FMTM has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 13.3% for SCHH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.4% for FMTM and -12.4% for SCHH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FMTM charges 0.45% per year while SCHH charges 0.07%. On a $10,000 position that is $45 vs $7 annually, a gap of $38 per year that compounds over a long holding period. On income, FMTM currently yields 0.24% against 3.08% for SCHH.
Holdings Overlap
We hold position weights for 31 holdings in FMTM and 119 in SCHH, totalling 100.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 31 positions we hold weights for in FMTM and 119 in SCHH, against full books of 86 and 120.
What only one of them owns
Measured across the 31 and 119 positions we hold weights for.
FMTM holds 31 positions SCHH does not, 100.0% of the fund.
Largest: SMTC 3.59%, MPC 3.57%, NTAP 3.51%, DINO 3.50%, MRVL 3.50%
You are not choosing between two funds in isolation.
Whichever of FMTM and SCHH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FMTM or SCHH?
FMTM has an expense ratio of 0.45% while SCHH charges 0.07%. SCHH is the cheaper option, by $38 a year on a $10,000 investment.
Which performed better, FMTM or SCHH?
Over the past year FMTM returned +33.28% vs +8.03% for SCHH, so FMTM leads on 1-year performance. Over the longest common window we track (2 years), FMTM annualized +33.70% vs +5.30% for SCHH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FMTM or SCHH?
FMTM has been the more volatile fund at 19.8% annualized versus 13.3% for SCHH. Worst drawdown: FMTM -15.4% vs SCHH -12.4%.
Should I hold both FMTM and SCHH?
FMTM and SCHH have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, FMTM or SCHH?
FMTM yields 0.24% while SCHH yields 3.08%, so SCHH currently pays the higher dividend yield.
Is SCHH better than FMTM?
SCHH has a lower expense ratio. FMTM led over 1Y and the full window. FMTM is less concentrated, with 34.9% of the fund in its ten largest positions against 51.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.