KEUA vs SCHD

KEUA vs SCHD

Which is better, KEUA or SCHD?

Multi Alternative against Large Cap Value.

SCHD has a lower expense ratio. SCHD led over 1Y and the full window.

Lower Fees: SCHDHigher Returns: SCHD

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

MetricKEUASCHD
Expense Ratio0.87%0.06%Best
AUM$5M$112.2B
Dividend Yield2.82%3.13%
Holdings7103
Volatility (annualized)33.8%15.3%Best
Max Drawdown-49.2%-16.9%Best
$10,000 over 4.4 years$10,325$14,260Best
Fund FamilyKraneSharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionOct 4, 2021Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 175 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. KEUA has data through Mar 13, 2026 and SCHD through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Oct 5, 2021 to Mar 13, 2026 (4.4 years).

Risk: Volatility and Drawdowns

KEUA has been the more volatile fund, with annualized monthly volatility of 33.8% compared with 15.3% 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 -49.2% for KEUA 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 0.18. They move largely independently of each other.

Fees and Cost Over Time

KEUA charges 0.87% per year while SCHD charges 0.06%. On a $10,000 position that is $87 vs $6 annually, a gap of $81 per year that compounds over a long holding period. On income, KEUA currently yields 2.82% against 3.13% for SCHD.

Holdings Overlap

SCHD already in KEUA0.1%

At least 0.1% of SCHD's money is in holdings KEUA also owns.

Stated as a floor: for KEUA, our book for it covers 101.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

The two holdings books were reported 189 days apart, KEUA as of Jan 30, 2026 and SCHD as of Aug 7, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 2 positions we hold weights for in KEUA and 100 in SCHD, against full books of 7 and 103.

Top Shared Holdings

StockWeight in KEUAWeight in SCHDDifference
GVMXXState Street Institutional US Government Money Market Fund14.75%0.05%14.70%

You are not choosing between two funds in isolation.

Whichever of KEUA and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

KEUASCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KEUA or SCHD?

KEUA has an expense ratio of 0.87% while SCHD charges 0.06%. SCHD is the cheaper option, by $81 a year on a $10,000 investment.

Which is riskier, KEUA or SCHD?

KEUA has been the more volatile fund at 33.8% annualized versus 15.3% for SCHD. Worst drawdown: KEUA -49.2% vs SCHD -16.9%.

Should I hold both KEUA and SCHD?

KEUA and SCHD have a monthly-return correlation of 0.18, 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, KEUA or SCHD?

KEUA yields 2.82% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

Is SCHD better than KEUA?

SCHD has a lower expense ratio. SCHD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.