KNO vs SCHD
AXS Knowledge Leaders ETF vs Schwab US Dividend Equity ETF
Which is better, KNO or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. KNO led over 1Y and the full window. KNO 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 | KNO | SCHD |
|---|---|---|
| Expense Ratio | 0.75% | 0.06%Best |
| AUM | $43M | $112.1B |
| Dividend Yield | 0.85% | 3.00% |
| Holdings | 77 | 103 |
| YTD Return | +21.83%Best | +21.33% |
| 1Y Return | +27.25%Best | +25.15% |
| 3Y Return (annualized) | - | +15.43% |
| 5Y Return (annualized) | - | +9.32% |
| Volatility (annualized) | 14.8% | 13.7%Best |
| Max Drawdown | -15.5%Best | -16.1% |
| $10,000 over 2.2 years | $14,641Best | $13,202 |
| Top 10 Weight | 36.0%Best | 41.8% |
| Fund Family | Knowledge Leaders Capital, LLC | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jul 7, 2015 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 22, 2024 to Sep 24, 2026 (2.2 years).
KNO 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 2.2 years both funds cover.
KNO vs SCHD Performance
AXS Knowledge Leaders ETF (KNO) is an ETF from Knowledge Leaders Capital, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year KNO returned +27.25% while SCHD returned +25.15%. Year to date, KNO is up 21.83% versus a gain of 21.33% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KNO has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 13.7% 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 -15.5% for KNO and -16.1% 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 0.42. They move together some of the time, and apart the rest.
Fees and Cost Over Time
KNO charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, KNO currently yields 0.85% against 3.00% for SCHD.
Holdings Overlap
1.3% of KNO's money is in holdings SCHD also owns. 2.8% of SCHD's money is in holdings KNO also owns.
SCHD and KNO share little of their money.
1 positions in common, counted across the 70 positions we hold weights for in KNO and 100 in SCHD, against full books of 77 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for KNO (97.1% of the fund), and 35 for KNO that do not appear in SCHD (57.0%).
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.
Top Shared Holdings
| Stock | Weight in KNO | Weight in SCHD | Difference |
|---|---|---|---|
| ADPAutomatic Data Processing, Inc. | 1.28% | 2.79% | 1.51% |
You are not choosing between two funds in isolation.
Whichever of KNO 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, KNO or SCHD?
KNO has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.
Which performed better, KNO or SCHD?
Over the past year KNO returned +27.25% vs +25.15% for SCHD, so KNO leads on 1-year performance. Over the longest common window we track (2 years), KNO annualized +18.92% vs +13.46% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KNO or SCHD?
KNO has been the more volatile fund at 14.8% annualized versus 13.7% for SCHD. Worst drawdown: KNO -15.5% vs SCHD -16.1%.
Should I hold both KNO and SCHD?
KNO and SCHD have a monthly-return correlation of 0.42, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between KNO and SCHD?
2.8% of SCHD's money is in holdings KNO also owns. 2.8% of SCHD's is in holdings KNO also owns. They hold 1 positions in common, counted across the 70 positions we hold weights for in KNO and 100 in SCHD.
Which pays a higher dividend, KNO or SCHD?
KNO yields 0.85% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than KNO?
SCHD has a lower expense ratio. KNO led over 1Y and the full window. KNO 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.