KQQQ vs. SCHG

Last updated Aug 4, 2026

KQQQ (Kurv Technology Titans Select ETF) and SCHG (Schwab U.S. Large-Cap Growth ETF) are both exchange-traded funds - KQQQ is a Technology Equities fund actively managed by Kurv, while SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. KQQQ is actively managed, while SCHG is passively managed. Over the past year, KQQQ returned 25.10% vs 18.50% for SCHG. Their correlation of 0.92 means they have usually moved in the same direction. KQQQ charges 0.99%/yr vs 0.04%/yr for SCHG.

Performance

KQQQ vs. SCHG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kurv Technology Titans Select ETF (KQQQ) and Schwab U.S. Large-Cap Growth ETF (SCHG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, KQQQ achieves a 12.96% return, which is significantly higher than SCHG's 7.11% return.

KQQQ

• 1D: 1.52%
• 1M: -1.24%
• 6M: 11.84%
• YTD: 12.96%
• 1Y: 25.10%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 20.87%

SCHG

• 1D: 2.02%
• 1M: 2.17%
• 6M: 8.95%
• YTD: 7.11%
• 1Y: 18.50%
• 3Y*: 23.37%
• 5Y*: 13.47%
• 10Y*: 18.33%
• ALL TIME*: 16.47%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
KQQQ Kurv Technology Titans Select ETF	$1.35M	$1.22M	$1.55M
SCHG Schwab U.S. Large-Cap Growth ETF	$249.58M	$250.01M	$339.80M

KQQQ vs. SCHG - Yearly Performance Comparison

	2026 (YTD)	2025	2024
KQQQ Kurv Technology Titans Select ETF	12.96%	16.64%	11.50%
SCHG Schwab U.S. Large-Cap Growth ETF	7.11%	17.50%	9.70%

Correlation

The correlation between KQQQ and SCHG is 0.89, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.89
Correlation (All Time) Calculated using the full available price history since Jul 23, 2024	0.92

The correlation between KQQQ and SCHG has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.

KQQQ vs. SCHG - Sectors Allocation Comparison

Sectors	KQQQ	SCHG
Technology	52.7%	44.0%
Communication Services	27.5%	14.1%
Consumer Cyclical	16.9%	11.2%
Industrials	2.8%	7.6%
Financial Services	1.3%	7.7%
Healthcare	0.1%	9.9%
Basic Materials	-	1.6%
Consumer Defensive	-	1.9%
Energy	-	0.9%
Real Estate	-	0.6%
Utilities	-	0.5%

Return for Risk

KQQQ vs. SCHG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

KQQQ

KQQQ Risk / Return Rank: 45
KQQQ Sharpe Ratio Rank: 50
KQQQ Sortino Ratio Rank: 49
KQQQ Omega Ratio Rank: 46
KQQQ Calmar Ratio Rank: 40
KQQQ Martin Ratio Rank: 40

SCHG

SCHG Risk / Return Rank: 39
SCHG Sharpe Ratio Rank: 44
SCHG Sortino Ratio Rank: 43
SCHG Omega Ratio Rank: 41
SCHG Calmar Ratio Rank: 34
SCHG Martin Ratio Rank: 36

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

KQQQ vs. SCHG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kurv Technology Titans Select ETF (KQQQ) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	KQQQ	SCHG	Difference
Sharpe ratio: Return per unit of total volatility	1.25	1.12	+0.13
Sortino ratio: Return per unit of downside risk	1.79	1.59	+0.21
Omega ratio: Gain probability vs. loss probability	1.22	1.20	+0.02
Calmar ratio: Return relative to maximum drawdown	1.46	1.13	+0.32
Martin ratio: Return relative to average drawdown	4.40	3.58	+0.82

KQQQ vs. SCHG - Sharpe Ratio Comparison

The current KQQQ Sharpe Ratio is 1.25, which is comparable to the SCHG Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of KQQQ and SCHG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

KQQQ vs. SCHG - Drawdown Comparison

The maximum KQQQ drawdown since its inception was -26.15%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for KQQQ and SCHG.

Drawdown Indicators

	KQQQ	SCHG	Difference
Max Drawdown Largest peak-to-trough decline	-26.15%	-34.59%	+8.44%
Max Drawdown (1Y) Largest decline over 1 year	-17.30%	-16.41%	-0.89%
Max Drawdown (3Y) Largest decline over 3 years	—	-23.39%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-34.59%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.59%	—
Current Drawdown Current decline from peak	-6.21%	-1.15%	-5.06%
Average Drawdown Average peak-to-trough decline	-4.76%	-5.19%	+0.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.72%	5.19%	+0.53%

Volatility

KQQQ vs. SCHG - Volatility Comparison

Kurv Technology Titans Select ETF (KQQQ) has a higher volatility of 6.62% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 4.76%. This indicates that KQQQ's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KQQQ	SCHG	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.62%	4.76%	+1.86%
Volatility (6M) Calculated over the trailing 6-month period	16.80%	13.02%	+3.78%
Volatility (1Y) Calculated over the trailing 1-year period	20.21%	16.66%	+3.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.60%	22.45%	+1.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.60%	21.60%	+2.00%

KQQQ vs. SCHG - Expense Ratio Comparison

KQQQ has a 0.99% expense ratio, which is higher than SCHG's 0.04% expense ratio.

Dividends

KQQQ vs. SCHG - Dividend Comparison

KQQQ's dividend yield for the trailing twelve months is around 15.88%, more than SCHG's 0.38% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
KQQQ Kurv Technology Titans Select ETF	15.88%	12.01%	2.48%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHG Schwab U.S. Large-Cap Growth ETF	0.38%	0.36%	0.39%	0.46%	0.55%	0.42%	0.52%	0.82%	1.27%	1.01%	1.04%	1.22%

Frequently Asked Questions

Can I hold both KQQQ and SCHG in my portfolio?

KQQQ and SCHG have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, KQQQ or SCHG?

KQQQ has higher volatility (6.62%) compared to SCHG (4.76%). In terms of maximum drawdown, KQQQ dropped -26.15% vs SCHG's -34.59%.

Which ETF is better, KQQQ or SCHG?

On 1-year performance, KQQQ leads with 25.10% vs 18.50% for SCHG. On fees, SCHG is cheaper at 0.04% per year. On volatility, SCHG has been the lower-risk option at 4.76%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, KQQQ or SCHG?

Over the 1-year period, KQQQ has performed better with a 25.10% return vs 18.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, KQQQ or SCHG?

SCHG is cheaper with a 0.04% expense ratio, compared with 0.99% for KQQQ.

Which ETF pays a higher dividend yield, KQQQ or SCHG?

KQQQ has the higher dividend yield at 15.88%, compared with 0.38% for SCHG.

What is the main difference between KQQQ and SCHG?

KQQQ is categorized as Technology Equities, while SCHG is Large Cap Growth Equities. They also come from different issuers: Kurv and Charles Schwab. Their fees differ too: 0.99% for KQQQ and 0.04% for SCHG.

Which has better risk-adjusted returns?

KQQQ currently has the higher Sharpe Ratio (1.25 vs 1.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.