KEM vs SCHD

KEM 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

MetricKEMSCHDWinner
Expense Ratio0.47%0.06%
AUM$1M$108.7B
Dividend Yield2.56%3.13%
Holdings3104
YTD Return+6.57%+27.67%
1Y Return+2.35%+31.26%
3Y Return (annualized)-+16.66%
5Y Return (annualized)-+10.18%
Volatility (annualized)13.5%13.6%
Max Drawdown-25.7%-33.4%
Fund FamilyKraneSharesCharles Schwab Asset Management
CategoryEquityEquity
InceptionAug 25, 2023Oct 20, 2011

KEM vs SCHD Performance

KraneShares Dynamic Emerging Markets Strategy ETF (KEM) is a ETF from KraneShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year KEM returned +2.35% while SCHD returned +31.26%. Year to date, KEM is up 6.57% versus a gain of 27.67% for SCHD.

Risk: Volatility and Drawdowns

SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.5% for KEM. 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 -25.7% for KEM 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 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

KEM charges 0.47% per year while SCHD charges 0.06%. On a $10,000 position that is $47 vs $6 annually, a gap of $41 per year that compounds over a long holding period. On income, KEM currently yields 2.56% against 3.13% for SCHD.

Frequently Asked Questions

Which is cheaper, KEM or SCHD?

KEM has an expense ratio of 0.47% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, KEM or SCHD?

Over the past year KEM returned +2.35% vs +31.26% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), KEM annualized +5.73% vs +11.57% for SCHD. Past performance does not guarantee future results.

Which is riskier, KEM or SCHD?

SCHD has been the more volatile fund at 13.6% annualized versus 13.5% for KEM. Worst drawdown: KEM -25.7% vs SCHD -33.4%.

Should I hold both KEM and SCHD?

KEM and SCHD have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, KEM or SCHD?

KEM yields 2.56% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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