KOID vs SCHD
KraneShares Global Humanoid Robotics and Physical AI Index ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. KOID delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | KOID | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.69% | 0.06% | |
| AUM | $318M | $108.7B | |
| Dividend Yield | 0.75% | 3.13% | |
| Holdings | 57 | 104 | |
| YTD Return | +20.96% | +26.54% | |
| 1Y Return | +40.57% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 32.2% | 13.6% | |
| Max Drawdown | -19.6% | -33.4% | |
| Fund Family | KraneShares | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Aug 1, 2020 | Oct 20, 2011 |
KOID vs SCHD Performance
KraneShares Global Humanoid Robotics and Physical AI Index ETF (KOID) is a ETF from KraneShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year KOID returned +40.57% while SCHD returned +30.90%. Year to date, KOID is up 20.96% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
KOID has been the more volatile fund, with annualized monthly volatility of 32.2% 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 -19.6% for KOID 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KOID charges 0.69% per year while SCHD charges 0.06%. On a $10,000 position that is $69 vs $6 annually, a gap of $63 per year that compounds over a long holding period. On income, KOID currently yields 0.75% against 3.13% for SCHD.
Holdings Overlap
KOID and SCHD share 1 holdings out of 148 unique holdings combined, representing a 2.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in KOID | Weight in SCHD | Difference |
|---|---|---|---|
| TXN | 2.01% | 3.53% | 1.52% |
Frequently Asked Questions
Which is cheaper, KOID or SCHD?
KOID has an expense ratio of 0.69% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $63 per year of difference.
Which performed better, KOID or SCHD?
Over the past year KOID returned +40.57% vs +30.90% for SCHD, so KOID leads on 1-year performance. Over the longest common window we track (1 years), KOID annualized +45.52% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, KOID or SCHD?
KOID has been the more volatile fund at 32.2% annualized versus 13.6% for SCHD. Worst drawdown: KOID -19.6% vs SCHD -33.4%.
Should I hold both KOID and SCHD?
KOID and SCHD have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KOID and SCHD?
KOID and SCHD share 1 common holdings with a 2.0% weight overlap. Combined, they hold 148 unique securities.
Which pays a higher dividend, KOID or SCHD?
KOID yields 0.75% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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