AKAF vs SCHD

AKAF vs SCHD

Which is better, AKAF or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. AKAF is less concentrated, with 17.7% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDHigher Returns: SCHDLess Concentrated: AKAF

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

MetricAKAFSCHD
Expense Ratio0.20%0.06%Best
AUM$3M$112.1B
Dividend Yield2.86%3.00%
Holdings143103
YTD Return+10.24%+24.23%Best
1Y Return+18.07%+27.90%Best
3Y Return (annualized)-+15.55%
5Y Return (annualized)-+9.97%
Volatility (annualized)13.5%12.9%Best
Max Drawdown-9.3%-4.6%Best
$10,000 over 1.2 years$12,906$13,231Best
Top 10 Weight17.7%Best41.8%
Fund FamilyFrontier Economic FundCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJun 25, 2025Oct 20, 2011

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 26, 2025 to Sep 17, 2026 (1.2 years).

AKAF vs SCHD 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 1.2 years both funds cover.

AKAF vs SCHD Performance

The Frontier Economic Fund ETF (AKAF) is an ETF from Frontier Economic Fund and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year AKAF returned +18.07% while SCHD returned +27.90%. Year to date, AKAF is up 10.24% versus a gain of 24.23% for SCHD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AKAF has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 12.9% for SCHD. 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 -9.3% for AKAF and -4.6% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AKAF charges 0.20% per year while SCHD charges 0.06%. On a $10,000 position that is $20 vs $6 annually, a gap of $14 per year that compounds over a long holding period. On income, AKAF currently yields 2.86% against 3.00% for SCHD.

Holdings Overlap

AKAF already in SCHD12.9%
SCHD already in AKAF32.6%

12.9% of AKAF's money is in holdings SCHD also owns. 32.6% of SCHD's money is in holdings AKAF also owns.

The two portfolios partly overlap.

16 positions in common, counted across the 149 positions we hold weights for in AKAF and 100 in SCHD, against full books of 143 and 103.

What only one of them owns

Our book lists 83 positions for SCHD that do not appear in our book for AKAF (67.4% of the fund), and 100 for AKAF that do not appear in SCHD (65.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AKAFWeight in SCHDDifference
COPConocophillips Common Stock USD 0.012.22%3.94%1.72%
KOCoca Cola Co.0.69%4.17%3.48%
VZVerizon Communic0.72%3.97%3.25%
HDHome Depot Inc/The0.67%3.88%3.21%
PEPPepsico Inc.0.69%3.64%2.95%
SLBSchlumberger Nv.1.55%2.19%0.64%
LMTLockheed Martin Corp0.66%2.78%2.12%
UPSUnited Parcel Service, Inc1.44%1.90%0.46%
TGTTarget Corp Common Stock Usd.08330.46%1.78%1.32%
APAApa Corp1.50%0.37%1.13%

32.6% of SCHD is already inside AKAF.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AKAFSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AKAF or SCHD?

AKAF has an expense ratio of 0.20% while SCHD charges 0.06%. SCHD is the cheaper option, by $14 a year on a $10,000 investment.

Which performed better, AKAF or SCHD?

Over the past year AKAF returned +18.07% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), AKAF annualized +23.69% vs +26.28% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AKAF or SCHD?

AKAF has been the more volatile fund at 13.5% annualized versus 12.9% for SCHD. Worst drawdown: AKAF -9.3% vs SCHD -4.6%.

Should I hold both AKAF and SCHD?

AKAF and SCHD have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between AKAF and SCHD?

32.6% of SCHD's money is in holdings AKAF also owns. 32.6% of SCHD's is in holdings AKAF also owns. They hold 16 positions in common, counted across the 149 positions we hold weights for in AKAF and 100 in SCHD.

Which pays a higher dividend, AKAF or SCHD?

AKAF yields 2.86% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than AKAF?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. AKAF is less concentrated, with 17.7% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.