KCCA vs SCHD
KraneShares California Carbon Allowance Strategy ETF vs Schwab US Dividend Equity ETF
Which is better, KCCA or SCHD?
Energy against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window.
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
| Metric | KCCA | SCHD |
|---|---|---|
| Expense Ratio | 0.95% | 0.06%Best |
| AUM | $122M | $112.1B |
| Dividend Yield | 2.77% | 3.00% |
| Holdings | 4 | 103 |
| YTD Return | -3.11% | +25.88%Best |
| 1Y Return | -4.45% | +30.22%Best |
| 3Y Return (annualized) | -7.98% | +16.05%Best |
| 5Y Return (annualized) | -2.49% | +10.17%Best |
| Volatility (annualized) | 20.8% | 14.9%Best |
| Max Drawdown | -40.9% | -16.9%Best |
| $10,000 over 5 years | $8,815 | $16,230Best |
| Fund Family | KraneShares | Charles Schwab Asset Management |
| Category | Commodity | Equity |
| Style | Energy | Large Cap Value |
| Inception | Oct 4, 2021 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 5, 2021 to Sep 14, 2026 (4.9 years).
KCCA 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 4.9 years both funds cover.
KCCA vs SCHD Performance
KraneShares California Carbon Allowance Strategy ETF (KCCA) is an ETF from KraneShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year KCCA returned -4.45% while SCHD returned +30.22%. Year to date, KCCA is down 3.11% versus a gain of 25.88% for SCHD.
Over three years, KCCA compounded at -7.98% per year against +16.05% for SCHD; over five years the annualized figures are -2.49% and +10.17% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KCCA has been the more volatile fund, with annualized monthly volatility of 20.8% compared with 14.9% 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 -40.9% for KCCA and -16.9% 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 0.11. They move largely independently of each other.
Fees and Cost Over Time
KCCA charges 0.95% per year while SCHD charges 0.06%. On a $10,000 position that is $95 vs $6 annually, a gap of $89 per year that compounds over a long holding period. On income, KCCA currently yields 2.77% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in KCCA and 100 in SCHD, totalling 75.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in KCCA and 100 in SCHD, against full books of 4 and 103.
You are not choosing between two funds in isolation.
Whichever of KCCA and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, KCCA or SCHD?
KCCA has an expense ratio of 0.95% while SCHD charges 0.06%. SCHD is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, KCCA or SCHD?
Over the past year KCCA returned -4.45% vs +30.22% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KCCA or SCHD?
KCCA has been the more volatile fund at 20.8% annualized versus 14.9% for SCHD. Worst drawdown: KCCA -40.9% vs SCHD -16.9%.
Should I hold both KCCA and SCHD?
KCCA and SCHD have a monthly-return correlation of 0.11, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, KCCA or SCHD?
KCCA yields 2.77% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than KCCA?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.