BUYO vs SCHD

BUYO vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. BUYO offers more diversification with 308 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: BUYO

Side-by-Side Comparison

MetricBUYOSCHDWinner
Expense Ratio0.89%0.06%
AUM$17M$108.7B
Dividend Yield0.01%3.13%
Holdings308104
YTD Return+20.35%+28.70%
1Y Return+30.90%+32.27%
3Y Return (annualized)-+17.27%
5Y Return (annualized)-+10.23%
Volatility (annualized)17.5%13.7%
Max Drawdown-28.0%-33.4%
Fund FamilyKraneSharesCharles Schwab Asset Management
CategoryEquityEquity
InceptionOct 8, 2024Oct 20, 2011

BUYO vs SCHD Performance

KraneShares Man Buyout Beta Index ETF (BUYO) is a ETF from KraneShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year BUYO returned +30.90% while SCHD returned +32.27%. Year to date, BUYO is up 20.35% versus a gain of 28.70% for SCHD.

Risk: Volatility and Drawdowns

BUYO has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 13.7% 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 -28.0% for BUYO and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BUYO charges 0.89% per year while SCHD charges 0.06%. On a $10,000 position that is $89 vs $6 annually, a gap of $83 per year that compounds over a long holding period. On income, BUYO currently yields 0.01% against 3.13% for SCHD.

Holdings Overlap

0.6%overlap

BUYO and SCHD share 5 holdings out of 402 unique holdings combined, representing a 0.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BUYOWeight in SCHDDifference
EWBC0.34%0.45%0.11%
NXST0.14%0.14%0.00%
CWEN0.08%0.10%0.02%
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Frequently Asked Questions

Which is cheaper, BUYO or SCHD?

BUYO has an expense ratio of 0.89% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $83 per year of difference.

Which performed better, BUYO or SCHD?

Over the past year BUYO returned +30.90% vs +32.27% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), BUYO annualized +17.19% vs +11.63% for SCHD. Past performance does not guarantee future results.

Which is riskier, BUYO or SCHD?

BUYO has been the more volatile fund at 17.5% annualized versus 13.7% for SCHD. Worst drawdown: BUYO -28.0% vs SCHD -33.4%.

Should I hold both BUYO and SCHD?

BUYO and SCHD have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BUYO and SCHD?

BUYO and SCHD share 5 common holdings with a 0.6% weight overlap. Combined, they hold 402 unique securities.

Which pays a higher dividend, BUYO or SCHD?

BUYO yields 0.01% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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