KR vs. SCHD
KR (The Kroger Co.) is a stock, while SCHD (Schwab U.S. Dividend Equity ETF) is Dividend fund tracking the Dow Jones U.S. Dividend 100 Index. Over the past 10 years, KR returned 7.20%/yr vs 12.48%/yr for SCHD. At a 0.33 correlation, their price movements are largely independent.
Performance
KR vs. SCHD - Performance Comparison
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Returns By Period
In the year-to-date period, KR achieves a -8.46% return, which is significantly lower than SCHD's 17.13% return. Over the past 10 years, KR has underperformed SCHD with an annualized return of 7.20%, while SCHD has yielded a comparatively higher 12.48% annualized return.
KR
- 1D
- -8.43%
- 1M
- -15.60%
- YTD
- -8.46%
- 6M
- -8.36%
- 1Y
- -19.70%
- 3Y*
- 9.41%
- 5Y*
- 10.20%
- 10Y*
- 7.20%
SCHD
- 1D
- -0.22%
- 1M
- -1.21%
- YTD
- 17.13%
- 6M
- 17.00%
- 1Y
- 23.94%
- 3Y*
- 13.38%
- 5Y*
- 9.07%
- 10Y*
- 12.48%
KR vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | -8.46% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 2.08% | -18.97% |
SCHD Schwab U.S. Dividend Equity ETF | 17.13% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Correlation
The correlation between KR and SCHD is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2011 | 0.33 |
The correlation between KR and SCHD shifts across timeframes, from 0.17 (1 year) to 0.33 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
KR vs. SCHD — Risk / Return Rank
KR
SCHD
KR vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Kroger Co. (KR) and Schwab U.S. 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.
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.
| KR | SCHD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.61 | ||
| Sortino ratioReturn per unit of downside risk | -3.77 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.39 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.48 | 5.27 | -5.75 |
| Martin ratioReturn relative to average drawdown | -1.14 | 12.86 | -13.99 |
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Drawdowns
KR vs. SCHD - Drawdown Comparison
The maximum KR drawdown since its inception was -66.81%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for KR and SCHD.
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Drawdown Indicators
| KR | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.81% | -33.37% | -33.44% |
Max Drawdown (1Y)Largest decline over 1 year | -24.72% | -4.61% | -20.11% |
Max Drawdown (3Y)Largest decline over 3 years | -24.72% | -16.13% | -8.59% |
Max Drawdown (5Y)Largest decline over 5 years | -31.07% | -16.85% | -14.22% |
Max Drawdown (10Y)Largest decline over 10 years | -46.25% | -33.37% | -12.88% |
Current DrawdownCurrent decline from peak | -24.72% | -2.95% | -21.77% |
Average DrawdownAverage peak-to-trough decline | -22.44% | -3.31% | -19.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.39% | 1.89% | +8.50% |
Volatility
KR vs. SCHD - Volatility Comparison
The Kroger Co. (KR) has a higher volatility of 11.37% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 3.58%. This indicates that KR's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KR | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.37% | 3.58% | +7.79% |
Volatility (6M)Calculated over the trailing 6-month period | 22.08% | 7.75% | +14.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.02% | 11.07% | +17.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.10% | 14.38% | +12.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.09% | 16.73% | +12.36% |
Dividends
KR vs. SCHD - Dividend Comparison
KR's dividend yield for the trailing twelve months is around 2.47%, less than SCHD's 3.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | 2.47% | 2.14% | 2.00% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% |
SCHD Schwab U.S. Dividend Equity ETF | 3.31% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Frequently Asked Questions
KR and SCHD have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KR has higher volatility (11.37%) compared to SCHD (3.58%). In terms of maximum drawdown, KR dropped -66.81% vs SCHD's -33.37%.
SCHD currently has the higher Sharpe Ratio (2.20 vs -0.41), 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.
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