KBAB vs SCHD
KraneShares 2x Long BABA Daily 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 | KBAB | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.06% | |
| AUM | $3M | $103.7B | |
| Dividend Yield | 159.10% | 3.31% | |
| Holdings | 2 | 104 | |
| YTD Return | -41.42% | +24.26% | |
| 1Y Return | -14.49% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 103.7% | 13.6% | |
| Max Drawdown | -79.0% | -33.4% | |
| Fund Family | KraneShares | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Mar 11, 2025 | Oct 20, 2011 |
KBAB vs SCHD Performance
KraneShares 2x Long BABA Daily ETF (KBAB) is a ETF from KraneShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year KBAB returned -14.49% while SCHD returned +31.38%. Year to date, KBAB is down 41.42% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
KBAB has been the more volatile fund, with annualized monthly volatility of 103.7% 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 -79.0% for KBAB 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KBAB charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, KBAB currently yields 159.10% against 3.31% for SCHD.
Holdings Overlap
KBAB and SCHD share 0 holdings out of 101 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, KBAB or SCHD?
KBAB has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, KBAB or SCHD?
Over the past year KBAB returned -14.49% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), KBAB annualized -29.95% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, KBAB or SCHD?
KBAB has been the more volatile fund at 103.7% annualized versus 13.6% for SCHD. Worst drawdown: KBAB -79.0% vs SCHD -33.4%.
Should I hold both KBAB and SCHD?
KBAB and SCHD have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KBAB and SCHD?
KBAB and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 101 unique securities.
Which pays a higher dividend, KBAB or SCHD?
KBAB yields 159.10% while SCHD yields 3.31%, so KBAB currently pays the higher dividend yield.
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