KBWR vs SCHD

KBWR vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricKBWRSCHDWinner
Expense Ratio0.35%0.06%
AUM$52M$108.7B
Dividend Yield2.65%3.13%
Holdings52104
YTD Return+11.45%+28.63%
1Y Return+13.84%+32.53%
3Y Return (annualized)+8.55%+16.97%
5Y Return (annualized)+6.18%+10.47%
Volatility (annualized)27.1%13.7%
Max Drawdown-52.9%-33.4%
Fund FamilyInvesco (US)Charles Schwab Asset Management
CategoryEquityEquity
InceptionNov 1, 2011Oct 20, 2011

KBWR vs SCHD Performance

Invesco KBW Regional Banking ETF (KBWR) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year KBWR returned +13.84% while SCHD returned +32.53%. Year to date, KBWR is up 11.45% versus a gain of 28.63% for SCHD.

Over three years, KBWR compounded at +8.55% per year against +16.97% for SCHD; over five years the annualized figures are +6.18% and +10.47% respectively. Across the full 14-year window we track, SCHD has the edge at +11.63% annualized vs +10.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KBWR has been the more volatile fund, with annualized monthly volatility of 27.1% 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 -52.9% for KBWR 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KBWR charges 0.35% per year while SCHD charges 0.06%. On a $10,000 position that is $35 vs $6 annually, a gap of $29 per year that compounds over a long holding period. On income, KBWR currently yields 2.65% against 3.13% for SCHD.

Holdings Overlap

0.5%overlap

KBWR and SCHD share 3 holdings out of 148 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KBWRWeight in SCHDDifference
COLB2.79%0.23%2.56%
OZK2.00%0.13%1.87%
CVBF1.44%0.09%1.35%

Frequently Asked Questions

Which is cheaper, KBWR or SCHD?

KBWR has an expense ratio of 0.35% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $29 per year of difference.

Which performed better, KBWR or SCHD?

Over the past year KBWR returned +13.84% vs +32.53% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (14 years), KBWR annualized +10.69% vs +11.63% for SCHD. Past performance does not guarantee future results.

Which is riskier, KBWR or SCHD?

KBWR has been the more volatile fund at 27.1% annualized versus 13.7% for SCHD. Worst drawdown: KBWR -52.9% vs SCHD -33.4%.

Should I hold both KBWR and SCHD?

KBWR and SCHD have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between KBWR and SCHD?

KBWR and SCHD share 3 common holdings with a 0.5% weight overlap. Combined, they hold 148 unique securities.

Which pays a higher dividend, KBWR or SCHD?

KBWR yields 2.65% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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