KF vs SCHQ
The Korea Fund, Inc. vs Schwab Long-Term US Treasury ETF
Quick Verdict
KF delivered stronger 1-year returns. SCHQ offers more diversification with 98 holdings.
Side-by-Side Comparison
| Metric | KF | SCHQ | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.03% | |
| AUM | $285M | $806M | |
| Dividend Yield | 1.57% | 4.73% | |
| Holdings | 52 | 98 | |
| YTD Return | +53.08% | -3.33% | |
| 1Y Return | +119.26% | -1.50% | |
| 3Y Return (annualized) | +40.32% | -0.01% | |
| 5Y Return (annualized) | +15.17% | -6.86% | |
| Volatility (annualized) | 43.4% | 13.5% | |
| Max Drawdown | -77.0% | -46.7% | |
| Fund Family | The Korea Fund, Inc. (KF) | Charles Schwab Asset Management | |
| Category | Equity | Fixed Income | |
| Inception | Aug 29, 1984 | Oct 10, 2019 |
KF vs SCHQ Performance
The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF) and Schwab Long-Term US Treasury ETF (SCHQ) is a ETF from Charles Schwab Asset Management. Over the past year KF returned +119.26% while SCHQ returned -1.50%. Year to date, KF is up 53.08% versus a loss of 3.33% for SCHQ.
Over three years, KF compounded at +40.32% per year against -0.01% for SCHQ; over five years the annualized figures are +15.17% and -6.86% respectively. Across the full 7-year window we track, KF has the edge at +16.21% annualized vs -4.51%. 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 13.5% for SCHQ. 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 -46.7% for SCHQ. 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 0.34. They move independently enough that combining them can meaningfully diversify a portfolio.
Frequently Asked Questions
Which performed better, KF or SCHQ?
Over the past year KF returned +119.26% vs -1.50% for SCHQ, so KF leads on 1-year performance. Over the longest common window we track (7 years), KF annualized +16.21% vs -4.51% for SCHQ. Past performance does not guarantee future results.
Which is riskier, KF or SCHQ?
KF has been the more volatile fund at 43.4% annualized versus 13.5% for SCHQ. Worst drawdown: KF -77.0% vs SCHQ -46.7%.
Should I hold both KF and SCHQ?
KF and SCHQ have a monthly-return correlation of 0.34, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, KF or SCHQ?
KF yields 1.57% while SCHQ yields 4.73%, so SCHQ currently pays the higher dividend yield.
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