KALL vs SCHX

KALL vs SCHX

Which is better, KALL or SCHX?

Each has led over a different period.

SCHX has a lower expense ratio. KALL led over 1Y, SCHX over the full window.

Lower Fees: SCHXHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricKALLSCHX
Expense Ratio0.49%0.03%Best
AUM$9M$75.3B
Dividend Yield2.19%1.04%
Holdings210752
Volatility (annualized)26.1%15.6%Best
Max Drawdown-56.3%-34.3%Best
$10,000 over 10.3 years$11,657$29,901Best
Fund FamilyKraneSharesCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 12, 2015Nov 3, 2009

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 512 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. KALL has data through May 20, 2025 and SCHX through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 10.3 years row, are measured over the window both funds cover: Feb 13, 2015 to May 20, 2025 (10.3 years).

Compare KALL against instead:KALL vs SPYKALL vs QQQKALL vs VOOKALL vs VTISCHX against:SCHX vs VXUS

Risk: Volatility and Drawdowns

KALL has been the more volatile fund, with annualized monthly volatility of 26.1% compared with 15.6% for SCHX. 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 -56.3% for KALL and -34.3% for SCHX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.34. They move together some of the time, and apart the rest.

Fees and Cost Over Time

KALL charges 0.49% per year while SCHX charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, KALL currently yields 2.19% against 1.04% for SCHX.

You are not choosing between two funds in isolation.

Whichever of KALL and SCHX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

KALLSCHX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, KALL or SCHX?

KALL has an expense ratio of 0.49% while SCHX charges 0.03%. SCHX is the cheaper option, by $46 a year on a $10,000 investment.

Which is riskier, KALL or SCHX?

KALL has been the more volatile fund at 26.1% annualized versus 15.6% for SCHX. Worst drawdown: KALL -56.3% vs SCHX -34.3%.

Should I hold both KALL and SCHX?

KALL and SCHX have a monthly-return correlation of 0.34, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, KALL or SCHX?

KALL yields 2.19% while SCHX yields 1.04%, so KALL currently pays the higher dividend yield.

Is SCHX better than KALL?

SCHX has a lower expense ratio. KALL led over 1Y, SCHX over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.