KF vs SCHD
KF vs SCHD
The Korea Fund, Inc. vs Schwab US Dividend Equity ETF
Quick Verdict
KF delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | KF | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.06% | |
| AUM | $285M | $103.7B | |
| Dividend Yield | 1.57% | 3.31% | |
| Holdings | 52 | 104 | |
| YTD Return | +55.19% | +24.26% | |
| 1Y Return | +121.76% | +31.38% | |
| 3Y Return (annualized) | +40.09% | +15.08% | |
| 5Y Return (annualized) | +15.19% | +9.72% | |
| Volatility (annualized) | 43.4% | 13.6% | |
| Max Drawdown | -77.0% | -33.4% | |
| Fund Family | The Korea Fund, Inc. (KF) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Aug 29, 1984 | Oct 20, 2011 |
KF vs SCHD Performance
The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year KF returned +121.76% while SCHD returned +31.38%. Year to date, KF is up 55.19% versus a gain of 24.26% for SCHD.
Over three years, KF compounded at +40.09% per year against +15.08% for SCHD; over five years the annualized figures are +15.19% and +9.72% respectively. Across the full 15-year window we track, KF has the edge at +16.27% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KF has been the more volatile fund, with annualized monthly volatility of 43.4% compared with 13.6% 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 -77.0% for KF 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Holdings Overlap
KF and SCHD share 0 holdings out of 149 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, KF or SCHD?
Over the past year KF returned +121.76% vs +31.38% for SCHD, so KF leads on 1-year performance. Over the longest common window we track (15 years), KF annualized +16.27% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, KF or SCHD?
KF has been the more volatile fund at 43.4% annualized versus 13.6% for SCHD. Worst drawdown: KF -77.0% vs SCHD -33.4%.
Should I hold both KF and SCHD?
KF and SCHD have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KF and SCHD?
KF and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 149 unique securities.
Which pays a higher dividend, KF or SCHD?
KF yields 1.57% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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