KNGS vs. SCHD
Compare and contrast key facts about Roundhill S&P Dividend Monarchs ETF (KNGS) and Schwab US Dividend Equity ETF (SCHD).
KNGS and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KNGS is an actively managed fund by Roundhill. It was launched on Nov 1, 2023. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KNGS or SCHD.
Correlation
The correlation between KNGS and SCHD is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
KNGS vs. SCHD - Performance Comparison
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Key characteristics
Returns By Period
KNGS
N/A
N/A
N/A
N/A
N/A
N/A
SCHD
-2.42%
3.89%
-6.83%
2.69%
13.79%
10.54%
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KNGS vs. SCHD - Expense Ratio Comparison
KNGS has a 0.35% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
KNGS vs. SCHD — Risk-Adjusted Performance Rank
KNGS
SCHD
KNGS vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill S&P Dividend Monarchs ETF (KNGS) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
KNGS vs. SCHD - Dividend Comparison
KNGS has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.94%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KNGS Roundhill S&P Dividend Monarchs ETF | 1.40% | 2.06% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.94% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
KNGS vs. SCHD - Drawdown Comparison
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Volatility
KNGS vs. SCHD - Volatility Comparison
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