KEMQ vs SCHD
KraneShares Public-Private Emerging Markets Internet and Technology ETF vs Schwab US Dividend Equity ETF
Which is better, KEMQ or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. KEMQ led over 3Y, SCHD over 1Y, 5Y and the full window. KEMQ is less concentrated, with 36.0% of the fund in its ten largest positions against 41.8%.
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 | KEMQ | SCHD |
|---|---|---|
| Expense Ratio | 0.49% | 0.06%Best |
| AUM | $26M | $112.1B |
| Dividend Yield | 4.97% | 3.00% |
| Holdings | 67 | 103 |
| YTD Return | -2.84% | +25.84%Best |
| 1Y Return | +1.90% | +30.18%Best |
| 3Y Return (annualized) | +21.68%Best | +16.08% |
| 5Y Return (annualized) | -1.57% | +9.97%Best |
| Volatility (annualized) | 24.4% | 16.1%Best |
| Max Drawdown | -70.7% | -33.4%Best |
| $10,000 over 5 years | $9,239 | $16,083Best |
| Top 10 Weight | 36.0%Best | 41.8% |
| Fund Family | KraneShares | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Oct 11, 2017 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Oct 12, 2017 to Sep 15, 2026 (8.9 years).
KEMQ 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 8.9 years both funds cover.
KEMQ vs SCHD Performance
KraneShares Public-Private Emerging Markets Internet and Technology ETF (KEMQ) is an ETF from KraneShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year KEMQ returned +1.90% while SCHD returned +30.18%. Year to date, KEMQ is down 2.84% versus a gain of 25.84% for SCHD.
Over three years, KEMQ compounded at +21.68% per year against +16.08% for SCHD; over five years the annualized figures are -1.57% and +9.97% respectively. Across the full 9-year window we track, SCHD has the edge at +11.33% annualized vs +1.11%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KEMQ has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 16.1% 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 -70.7% for KEMQ and -33.4% 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 0.48. They move together some of the time, and apart the rest.
Fees and Cost Over Time
KEMQ charges 0.49% per year while SCHD charges 0.06%. On a $10,000 position that is $49 vs $6 annually, a gap of $43 per year that compounds over a long holding period. On income, KEMQ currently yields 4.97% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 52 holdings in KEMQ and 100 in SCHD, totalling 97.3% 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 52 positions we hold weights for in KEMQ and 100 in SCHD, against full books of 67 and 103.
What only one of them owns
Our book lists 99 positions for SCHD that do not appear in our book for KEMQ (99.9% of the fund), and 4 for KEMQ that do not appear in SCHD (10.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of KEMQ 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, KEMQ or SCHD?
KEMQ has an expense ratio of 0.49% while SCHD charges 0.06%. SCHD is the cheaper option, by $43 a year on a $10,000 investment.
Which performed better, KEMQ or SCHD?
Over the past year KEMQ returned +1.90% vs +30.18% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), KEMQ annualized +1.11% vs +11.33% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KEMQ or SCHD?
KEMQ has been the more volatile fund at 24.4% annualized versus 16.1% for SCHD. Worst drawdown: KEMQ -70.7% vs SCHD -33.4%.
Should I hold both KEMQ and SCHD?
KEMQ and SCHD have a monthly-return correlation of 0.48, 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, KEMQ or SCHD?
KEMQ yields 4.97% while SCHD yields 3.00%, so KEMQ currently pays the higher dividend yield.
Is SCHD better than KEMQ?
SCHD has a lower expense ratio. KEMQ led over 3Y, SCHD over 1Y, 5Y and the full window. KEMQ is less concentrated, with 36.0% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.