KDRN vs SCHD
KDRN vs SCHD
Kingsbarn Tactical Bond 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 | KDRN | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.57% | 0.06% | |
| AUM | $1M | $103.7B | |
| Dividend Yield | 3.33% | 3.31% | |
| Holdings | 6 | 104 | |
| YTD Return | +1.21% | +24.26% | |
| 1Y Return | +2.63% | +31.38% | |
| 3Y Return (annualized) | +3.26% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 7.0% | 13.6% | |
| Max Drawdown | -15.3% | -33.4% | |
| Fund Family | Kingsbarn Capital Management | Charles Schwab Asset Management | |
| Category | Fixed Income | Equity | |
| Inception | Dec 19, 2021 | Oct 20, 2011 |
KDRN vs SCHD Performance
Kingsbarn Tactical Bond ETF (KDRN) is a ETF from Kingsbarn Capital Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year KDRN returned +2.63% while SCHD returned +31.38%. Year to date, KDRN is up 1.21% versus a gain of 24.26% for SCHD.
Over three years, KDRN compounded at +3.26% per year against +15.08% for SCHD. Across the full 5-year window we track, SCHD has the edge at +11.39% annualized vs +0.83%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 7.0% for KDRN. 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 -15.3% for KDRN 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KDRN charges 0.57% per year while SCHD charges 0.06%. On a $10,000 position that is $57 vs $6 annually, a gap of $51 per year that compounds over a long holding period. On income, KDRN currently yields 3.33% against 3.31% for SCHD.
Holdings Overlap
KDRN and SCHD share 0 holdings out of 105 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, KDRN or SCHD?
KDRN has an expense ratio of 0.57% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $51 per year of difference.
Which performed better, KDRN or SCHD?
Over the past year KDRN returned +2.63% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), KDRN annualized +0.83% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, KDRN or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 7.0% for KDRN. Worst drawdown: KDRN -15.3% vs SCHD -33.4%.
Should I hold both KDRN and SCHD?
KDRN and SCHD have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KDRN and SCHD?
KDRN and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 105 unique securities.
Which pays a higher dividend, KDRN or SCHD?
KDRN yields 3.33% while SCHD yields 3.31%, so KDRN currently pays the higher dividend yield.
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