KVLE vs. SCHD
Compare and contrast key facts about KFA Value Liner Dynamic Core Equity Index ETF (KVLE) and Schwab US Dividend Equity ETF (SCHD).
KVLE and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KVLE is a passively managed fund by CICC that tracks the performance of the 3D/L Value Line Dynamic Core Equity Index. It was launched on Nov 24, 2020. 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. Both KVLE and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KVLE or SCHD.
Correlation
The correlation between KVLE and SCHD is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
KVLE vs. SCHD - Performance Comparison
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Key characteristics
KVLE:
0.71
SCHD:
0.24
KVLE:
1.20
SCHD:
0.53
KVLE:
1.17
SCHD:
1.07
KVLE:
0.79
SCHD:
0.30
KVLE:
3.10
SCHD:
0.98
KVLE:
4.19%
SCHD:
4.99%
KVLE:
16.79%
SCHD:
16.27%
KVLE:
-18.38%
SCHD:
-33.37%
KVLE:
-5.33%
SCHD:
-8.85%
Returns By Period
In the year-to-date period, KVLE achieves a -0.63% return, which is significantly higher than SCHD's -2.39% return.
KVLE
-0.63%
6.01%
-4.21%
11.81%
N/A
N/A
SCHD
-2.39%
4.47%
-7.69%
3.83%
14.13%
10.55%
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KVLE vs. SCHD - Expense Ratio Comparison
KVLE has a 0.56% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
KVLE vs. SCHD — Risk-Adjusted Performance Rank
KVLE
SCHD
KVLE vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for KFA Value Liner Dynamic Core Equity Index ETF (KVLE) 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
KVLE vs. SCHD - Dividend Comparison
KVLE has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.93%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KVLE KFA Value Liner Dynamic Core Equity Index ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.93% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
KVLE vs. SCHD - Drawdown Comparison
The maximum KVLE drawdown since its inception was -18.38%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for KVLE and SCHD. For additional features, visit the drawdowns tool.
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Volatility
KVLE vs. SCHD - Volatility Comparison
KFA Value Liner Dynamic Core Equity Index ETF (KVLE) has a higher volatility of 5.59% compared to Schwab US Dividend Equity ETF (SCHD) at 4.93%. This indicates that KVLE'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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