KNCT vs SCHD
KNCT vs SCHD
Invesco Next Gen Connectivity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. KNCT delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | KNCT | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.06% | |
| AUM | $155M | $103.7B | |
| Dividend Yield | 0.60% | 3.31% | |
| Holdings | 112 | 104 | |
| YTD Return | +45.23% | +24.08% | |
| 1Y Return | +71.40% | +31.88% | |
| 3Y Return (annualized) | +38.04% | +14.92% | |
| 5Y Return (annualized) | +17.08% | +9.85% | |
| Volatility (annualized) | 22.3% | 13.6% | |
| Max Drawdown | -57.2% | -33.4% | |
| Fund Family | Invesco (US) | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 23, 2005 | Oct 20, 2011 |
KNCT vs SCHD Performance
Invesco Next Gen Connectivity ETF (KNCT) is a ETF from Invesco (US) and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year KNCT returned +71.40% while SCHD returned +31.88%. Year to date, KNCT is up 45.23% versus a gain of 24.08% for SCHD.
Over three years, KNCT compounded at +38.04% per year against +14.92% for SCHD; over five years the annualized figures are +17.08% and +9.85% respectively. Across the full 15-year window we track, KNCT has the edge at +13.27% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KNCT has been the more volatile fund, with annualized monthly volatility of 22.3% 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 -57.2% for KNCT 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
KNCT charges 0.40% per year while SCHD charges 0.06%. On a $10,000 position that is $40 vs $6 annually, a gap of $34 per year that compounds over a long holding period. On income, KNCT currently yields 0.60% against 3.31% for SCHD.
Holdings Overlap
KNCT and SCHD share 4 holdings out of 194 unique holdings combined, representing a 4.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in KNCT | Weight in SCHD | Difference |
|---|---|---|---|
| VZ | 1.85% | 3.68% | 1.83% |
| QCOM | 1.81% | 2.72% | 0.91% |
| CMCSA | 0.51% | 2.19% | 1.68% |
| 2345:TW | Pro | Pro | Pro |
See all 4 holdings KNCT shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, KNCT or SCHD?
KNCT has an expense ratio of 0.40% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, KNCT or SCHD?
Over the past year KNCT returned +71.40% vs +31.88% for SCHD, so KNCT leads on 1-year performance. Over the longest common window we track (15 years), KNCT annualized +13.27% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, KNCT or SCHD?
KNCT has been the more volatile fund at 22.3% annualized versus 13.6% for SCHD. Worst drawdown: KNCT -57.2% vs SCHD -33.4%.
Should I hold both KNCT and SCHD?
KNCT and SCHD have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KNCT and SCHD?
KNCT and SCHD share 4 common holdings with a 4.6% weight overlap. Combined, they hold 194 unique securities.
Which pays a higher dividend, KNCT or SCHD?
KNCT yields 0.60% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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