KARS vs SCHD
KARS vs SCHD
KraneShares Electric Vehicles and Future Mobility Index ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | KARS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.72% | 0.06% | |
| AUM | $76M | $103.7B | |
| Dividend Yield | 0.18% | 3.31% | |
| Holdings | 87 | 104 | |
| YTD Return | -1.37% | +24.26% | |
| 1Y Return | +25.77% | +31.38% | |
| 3Y Return (annualized) | -0.50% | +15.08% | |
| 5Y Return (annualized) | -7.14% | +9.72% | |
| Volatility (annualized) | 28.6% | 13.6% | |
| Max Drawdown | -64.8% | -33.4% | |
| Fund Family | KraneShares | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 18, 2018 | Oct 20, 2011 |
KARS vs SCHD Performance
KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) is a ETF from KraneShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year KARS returned +25.77% while SCHD returned +31.38%. Year to date, KARS is down 1.37% versus a gain of 24.26% for SCHD.
Over three years, KARS compounded at -0.50% per year against +15.08% for SCHD; over five years the annualized figures are -7.14% and +9.72% respectively. Across the full 9-year window we track, SCHD has the edge at +11.39% annualized vs +3.94%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KARS has been the more volatile fund, with annualized monthly volatility of 28.6% compared with 13.6% 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 -64.8% for KARS 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KARS charges 0.72% per year while SCHD charges 0.06%. On a $10,000 position that is $72 vs $6 annually, a gap of $66 per year that compounds over a long holding period. On income, KARS currently yields 0.18% against 3.31% for SCHD.
Holdings Overlap
KARS and SCHD share 0 holdings out of 179 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, KARS or SCHD?
KARS has an expense ratio of 0.72% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
Which performed better, KARS or SCHD?
Over the past year KARS returned +25.77% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), KARS annualized +3.94% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, KARS or SCHD?
KARS has been the more volatile fund at 28.6% annualized versus 13.6% for SCHD. Worst drawdown: KARS -64.8% vs SCHD -33.4%.
Should I hold both KARS and SCHD?
KARS and SCHD have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KARS and SCHD?
KARS and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 179 unique securities.
Which pays a higher dividend, KARS or SCHD?
KARS yields 0.18% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.