KQQQ vs SCHD
Kurv Technology Titans Select ETF vs Schwab US Dividend Equity ETF
Which is better, KQQQ or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. KQQQ led over the full window, SCHD over 1Y.
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 | KQQQ | SCHD |
|---|---|---|
| Expense Ratio | 0.99% | 0.06%Best |
| AUM | $125M | $112.1B |
| Dividend Yield | 17.55% | 3.00% |
| Holdings | 58 | 103 |
| YTD Return | +14.76% | +25.07%Best |
| 1Y Return | +17.51% | +27.61%Best |
| 3Y Return (annualized) | - | +15.74% |
| 5Y Return (annualized) | - | +9.89% |
| Volatility (annualized) | 21.0% | 13.2%Best |
| Max Drawdown | -26.1% | -16.1%Best |
| $10,000 over 2.1 years | $14,837Best | $13,610 |
| Fund Family | Kurv | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Apr 22, 2024 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Jul 23, 2024 to Sep 11, 2026 (2.1 years).
KQQQ 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 2.1 years both funds cover.
KQQQ vs SCHD Performance
Kurv Technology Titans Select ETF (KQQQ) is an ETF from Kurv and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year KQQQ returned +17.51% while SCHD returned +27.61%. Year to date, KQQQ is up 14.76% versus a gain of 25.07% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KQQQ has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 13.2% 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 -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 0.02. They move largely independently of each other.
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 17.55% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 21 holdings in KQQQ and 100 in SCHD, totalling 75.9% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 21 positions we hold weights for in KQQQ and 100 in SCHD, against full books of 58 and 103.
You are not choosing between two funds in isolation.
Whichever of KQQQ 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, KQQQ or SCHD?
KQQQ has an expense ratio of 0.99% while SCHD charges 0.06%. SCHD is the cheaper option, by $93 a year on a $10,000 investment.
Which performed better, KQQQ or SCHD?
Over the past year KQQQ returned +17.51% vs +27.61% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), KQQQ annualized +20.67% vs +15.81% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KQQQ or SCHD?
KQQQ has been the more volatile fund at 21.0% annualized versus 13.2% for SCHD. Worst drawdown: KQQQ -26.1% vs SCHD -16.1%.
Should I hold both KQQQ and SCHD?
KQQQ and SCHD have a monthly-return correlation of 0.02, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, KQQQ or SCHD?
KQQQ yields 17.55% while SCHD yields 3.00%, so KQQQ currently pays the higher dividend yield.
Is SCHD better than KQQQ?
SCHD has a lower expense ratio. KQQQ led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.