KQQQ vs SCHD
Kurv Technology Titans Select ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | KQQQ | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.06% | |
| AUM | $128M | $108.7B | |
| Dividend Yield | 17.38% | 3.13% | |
| Holdings | 58 | 104 | |
| YTD Return | +14.99% | +26.54% | |
| 1Y Return | +19.78% | +30.90% | |
| 3Y Return (annualized) | - | +16.29% | |
| 5Y Return (annualized) | - | +9.65% | |
| Volatility (annualized) | 21.5% | 13.6% | |
| Max Drawdown | -26.1% | -33.4% | |
| Fund Family | Kurv | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 22, 2024 | Oct 20, 2011 |
KQQQ vs SCHD Performance
Kurv Technology Titans Select ETF (KQQQ) is a ETF from Kurv and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year KQQQ returned +19.78% while SCHD returned +30.90%. Year to date, KQQQ is up 14.99% versus a gain of 26.54% for SCHD.
Risk: Volatility and Drawdowns
KQQQ has been the more volatile fund, with annualized monthly volatility of 21.5% 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 -26.1% for KQQQ 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 0.03. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KQQQ charges 0.99% per year while SCHD charges 0.06%. On a $10,000 position that is $99 vs $6 annually, a gap of $93 per year that compounds over a long holding period. On income, KQQQ currently yields 17.38% against 3.13% for SCHD.
Holdings Overlap
KQQQ and SCHD share 0 holdings out of 121 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, KQQQ or SCHD?
KQQQ has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, KQQQ or SCHD?
Over the past year KQQQ returned +19.78% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), KQQQ annualized +21.63% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, KQQQ or SCHD?
KQQQ has been the more volatile fund at 21.5% annualized versus 13.6% for SCHD. Worst drawdown: KQQQ -26.1% vs SCHD -33.4%.
Should I hold both KQQQ and SCHD?
KQQQ and SCHD have a monthly-return correlation of 0.03, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KQQQ and SCHD?
KQQQ and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 121 unique securities.
Which pays a higher dividend, KQQQ or SCHD?
KQQQ yields 17.38% while SCHD yields 3.13%, so KQQQ currently pays the higher dividend yield.
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