KBDU vs SCHD

KBDU vs SCHD

Which is better, KBDU or SCHD?

Trading-Leveraged Equity against Large Cap Value.

SCHD has a lower expense ratio.

Lower Fees: SCHD

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

MetricKBDUSCHD
Expense Ratio1.25%0.06%Best
AUM$728,765$124.4B
Dividend Yield0.00%2.96%
Holdings4102
Fund FamilyKraneSharesCharles Schwab Asset Management
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionNov 19, 2025Oct 20, 2011

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 18 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. KBDU has data through Oct 26, 2026 and SCHD through Nov 13, 2026.

Fees and Cost Over Time

KBDU charges 1.25% per year while SCHD charges 0.06%. On a $10,000 position that is $125 vs $6 annually, a gap of $119 per year that compounds over a long holding period. On income, KBDU currently yields 0.00% against 2.96% for SCHD.

Holdings Overlap

We hold position weights for 1 holding in KBDU and 98 in SCHD, totalling 200.0% 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 KBDU and 98 in SCHD, against full books of 4 and 102.

You are not choosing between two funds in isolation.

Whichever of KBDU and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

KBDUSCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KBDU or SCHD?

KBDU has an expense ratio of 1.25% while SCHD charges 0.06%. SCHD is the cheaper option, by $119 a year on a $10,000 investment.

Which pays a higher dividend, KBDU or SCHD?

KBDU yields 0.00% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.

Is SCHD better than KBDU?

SCHD has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.