KVLE vs SCHD
KraneShares Value Line Dynamic Dividend Equity 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 | KVLE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.56% | 0.06% | |
| AUM | $41M | $103.7B | |
| Dividend Yield | 7.51% | 3.31% | |
| Holdings | 84 | 104 | |
| YTD Return | +15.70% | +25.58% | |
| 1Y Return | +18.33% | +31.06% | |
| 3Y Return (annualized) | +15.96% | +15.55% | |
| 5Y Return (annualized) | +10.66% | +9.61% | |
| Volatility (annualized) | 13.7% | 13.6% | |
| Max Drawdown | -18.4% | -33.4% | |
| Fund Family | KraneShares | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 24, 2020 | Oct 20, 2011 |
KVLE vs SCHD Performance
KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) is a ETF from KraneShares and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year KVLE returned +18.33% while SCHD returned +31.06%. Year to date, KVLE is up 15.70% versus a gain of 25.58% for SCHD.
Over three years, KVLE compounded at +15.96% per year against +15.55% for SCHD; over five years the annualized figures are +10.66% and +9.61% respectively. Across the full 6-year window we track, KVLE has the edge at +13.02% annualized vs +11.46%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KVLE has been the more volatile fund, with annualized monthly volatility of 13.7% 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 -18.4% for KVLE 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
KVLE charges 0.56% per year while SCHD charges 0.06%. On a $10,000 position that is $56 vs $6 annually, a gap of $50 per year that compounds over a long holding period. On income, KVLE currently yields 7.51% against 3.31% for SCHD.
Holdings Overlap
KVLE and SCHD share 1 holdings out of 105 unique holdings combined, representing a 1.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in KVLE | Weight in SCHD | Difference |
|---|---|---|---|
| ADP | 1.69% | 2.54% | 0.85% |
Frequently Asked Questions
Which is cheaper, KVLE or SCHD?
KVLE has an expense ratio of 0.56% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $50 per year of difference.
Which performed better, KVLE or SCHD?
Over the past year KVLE returned +18.33% vs +31.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (6 years), KVLE annualized +13.02% vs +11.46% for SCHD. Past performance does not guarantee future results.
Which is riskier, KVLE or SCHD?
KVLE has been the more volatile fund at 13.7% annualized versus 13.6% for SCHD. Worst drawdown: KVLE -18.4% vs SCHD -33.4%.
Should I hold both KVLE and SCHD?
KVLE and SCHD have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KVLE and SCHD?
KVLE and SCHD share 1 common holdings with a 1.7% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, KVLE or SCHD?
KVLE yields 7.51% while SCHD yields 3.31%, so KVLE currently pays the higher dividend yield.
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