KIQQ vs SCHD

KIQQ vs SCHD

Which is better, KIQQ or SCHD?

Option Writing against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: 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

MetricKIQQSCHD
Expense Ratio0.79%0.06%Best
AUM$2M$112.2B
Dividend Yield6.24%3.13%
Holdings106103
YTD Return+5.58%+27.56%Best
1Y Return-+30.29%
3Y Return (annualized)-+16.37%
5Y Return (annualized)-+10.23%
Fund FamilyKraneSharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionJan 6, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

KIQQ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

KIQQ vs SCHD Performance

KraneShares InspereX Nasdaq Dynamic Buffered High Income Index ETF (KIQQ) is an ETF from KraneShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, KIQQ is up 5.58% versus a gain of 27.56% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

KIQQ charges 0.79% per year while SCHD charges 0.06%. On a $10,000 position that is $79 vs $6 annually, a gap of $73 per year that compounds over a long holding period. On income, KIQQ currently yields 6.24% against 3.13% for SCHD.

Holdings Overlap

SCHD already in KIQQ21.9%

At least 21.9% of SCHD's money is in holdings KIQQ also owns.

Only one direction is shown: for KIQQ, our book for it lists positions totalling 107.3% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.

SCHD and KIQQ share little of their money.

8 positions in common, counted across the 102 positions we hold weights for in KIQQ and 100 in SCHD, against full books of 106 and 103.

Top Shared Holdings

StockWeight in KIQQWeight in SCHDDifference
AMGNAmgen Inc.1.07%4.62%3.55%
TXNTexas Instrument Inc1.18%3.53%2.35%
PEPPepsico Inc.0.90%3.71%2.81%
QCOMQualcomm Inc.0.81%2.55%1.74%
ADPAutomatic Data Processing, Inc.0.51%2.72%2.21%
CMCSAComcast Corp-class A Cmcsa0.43%2.26%1.83%
FASTFastenal Co.0.28%1.49%1.21%
PAYXPaychex, Inc.0.20%0.97%0.77%

21.9% of SCHD is already inside KIQQ.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

KIQQSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KIQQ or SCHD?

KIQQ has an expense ratio of 0.79% while SCHD charges 0.06%. SCHD is the cheaper option, by $73 a year on a $10,000 investment.

What is the holdings overlap between KIQQ and SCHD?

At least 21.9% of SCHD's money is in holdings KIQQ also owns. Our book for KIQQ is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 102 positions we hold weights for in KIQQ and 100 in SCHD.

Which pays a higher dividend, KIQQ or SCHD?

KIQQ yields 6.24% while SCHD yields 3.13%, so KIQQ currently pays the higher dividend yield.

Is SCHD better than KIQQ?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.