KRBN vs SCHD
KraneShares Global Carbon Strategy ETF vs Schwab US Dividend Equity ETF
Which is better, KRBN or SCHD?
Energy against Large Cap Value.
SCHD has a lower expense ratio. KRBN led over the full window, SCHD over 1Y, 3Y and 5Y.
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 | KRBN | SCHD |
|---|---|---|
| Expense Ratio | 0.91% | 0.06%Best |
| AUM | $135M | $112.2B |
| Dividend Yield | 2.01% | 3.13% |
| Holdings | 13 | 103 |
| YTD Return | -2.43% | +27.56%Best |
| 1Y Return | +11.94% | +30.29%Best |
| 3Y Return (annualized) | +1.98% | +16.37%Best |
| 5Y Return (annualized) | +4.43% | +10.23%Best |
| Volatility (annualized) | 22.9% | 15.1%Best |
| Max Drawdown | -36.4% | -16.9%Best |
| $10,000 over 5 years | $12,420 | $16,274Best |
| Fund Family | KraneShares | Charles Schwab Asset Management |
| Category | Commodity | Equity |
| Style | Energy | Large Cap Value |
| Inception | Jul 29, 2020 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 30, 2020 to Sep 4, 2026 (6.1 years).
KRBN 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 6.1 years both funds cover.
KRBN vs SCHD Performance
KraneShares Global Carbon Strategy ETF (KRBN) is an ETF from KraneShares and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year KRBN returned +11.94% while SCHD returned +30.29%. Year to date, KRBN is down 2.43% versus a gain of 27.56% for SCHD.
Over three years, KRBN compounded at +1.98% per year against +16.37% for SCHD; over five years the annualized figures are +4.43% and +10.23% respectively. Across the full 6-year window we track, KRBN has the edge at +16.34% annualized vs +14.77%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KRBN has been the more volatile fund, with annualized monthly volatility of 22.9% compared with 15.1% 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 -36.4% for KRBN and -16.9% 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 0.33. They move together some of the time, and apart the rest.
Fees and Cost Over Time
KRBN charges 0.91% per year while SCHD charges 0.06%. On a $10,000 position that is $91 vs $6 annually, a gap of $85 per year that compounds over a long holding period. On income, KRBN currently yields 2.01% against 3.13% for SCHD.
Holdings Overlap
We hold position weights for 1 holding in KRBN and 100 in SCHD, totalling 51.2% 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 1 positions we hold weights for in KRBN and 100 in SCHD, against full books of 13 and 103.
You are not choosing between two funds in isolation.
Whichever of KRBN 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, KRBN or SCHD?
KRBN has an expense ratio of 0.91% while SCHD charges 0.06%. SCHD is the cheaper option, by $85 a year on a $10,000 investment.
Which performed better, KRBN or SCHD?
Over the past year KRBN returned +11.94% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), KRBN annualized +16.34% vs +14.77% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, KRBN or SCHD?
KRBN has been the more volatile fund at 22.9% annualized versus 15.1% for SCHD. Worst drawdown: KRBN -36.4% vs SCHD -16.9%.
Should I hold both KRBN and SCHD?
KRBN and SCHD have a monthly-return correlation of 0.33, 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, KRBN or SCHD?
KRBN yields 2.01% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than KRBN?
SCHD has a lower expense ratio. KRBN led over the full window, SCHD over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.