KURE vs SCHD
KraneShares MSCI All China Health Care Index 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 100 holdings.
Side-by-Side Comparison
| Metric | KURE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $98M | $103.7B | |
| Dividend Yield | 4.50% | 3.31% | |
| Holdings | 54 | 104 | |
| YTD Return | +8.17% | +25.33% | |
| 1Y Return | +1.38% | +32.31% | |
| 3Y Return (annualized) | +4.37% | +15.40% | |
| 5Y Return (annualized) | -10.74% | +9.70% | |
| Volatility (annualized) | 28.2% | 13.6% | |
| Max Drawdown | -68.5% | -33.4% | |
| Fund Family | KraneShares | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jan 31, 2018 | Oct 20, 2011 |
KURE vs SCHD Performance
KraneShares MSCI All China Health Care Index ETF (KURE) is a ETF from KraneShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year KURE returned +1.38% while SCHD returned +32.31%. Year to date, KURE is up 8.17% versus a gain of 25.33% for SCHD.
Over three years, KURE compounded at +4.37% per year against +15.40% for SCHD; over five years the annualized figures are -10.74% and +9.70% respectively. Across the full 9-year window we track, SCHD has the edge at +11.45% annualized vs -0.89%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KURE has been the more volatile fund, with annualized monthly volatility of 28.2% 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 -68.5% for KURE 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 0.22. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KURE charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, KURE currently yields 4.50% against 3.31% for SCHD.
Holdings Overlap
KURE and SCHD share 0 holdings out of 145 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, KURE or SCHD?
KURE has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, KURE or SCHD?
Over the past year KURE returned +1.38% vs +32.31% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (9 years), KURE annualized -0.89% vs +11.45% for SCHD. Past performance does not guarantee future results.
Which is riskier, KURE or SCHD?
KURE has been the more volatile fund at 28.2% annualized versus 13.6% for SCHD. Worst drawdown: KURE -68.5% vs SCHD -33.4%.
Should I hold both KURE and SCHD?
KURE and SCHD have a monthly-return correlation of 0.22, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KURE and SCHD?
KURE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 145 unique securities.
Which pays a higher dividend, KURE or SCHD?
KURE yields 4.50% while SCHD yields 3.31%, so KURE currently pays the higher dividend yield.
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