KOCG vs SCHD
FIS Knights of Columbus Global Belief ETF vs Schwab US Dividend Equity ETF
Which is better, KOCG or SCHD?
Each has led over a different period.
SCHD has a lower expense ratio. KOCG led over the full window, SCHD over 1Y.
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
| Metric | KOCG | SCHD |
|---|---|---|
| Expense Ratio | 0.76% | 0.06%Best |
| AUM | $29M | $111.6B |
| Dividend Yield | 0.88% | 3.24% |
| Holdings | 82 | 206 |
| Volatility (annualized) | 16.1% | 15.1%Best |
| Max Drawdown | -28.7% | -16.9%Best |
| $10,000 over 4 years | $13,079Best | $12,309 |
| Fund Family | Faith Investor Services | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 13, 2021 | Oct 20, 2011 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 453 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. KOCG has data through Jul 18, 2025 and SCHD through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Jul 14, 2021 to Jul 18, 2025 (4 years).
Risk: Volatility and Drawdowns
KOCG has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 15.1% for SCHD. 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 -28.7% for KOCG and -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
KOCG charges 0.76% per year while SCHD charges 0.06%. On a $10,000 position that is $76 vs $6 annually, a gap of $70 per year that compounds over a long holding period. On income, KOCG currently yields 0.88% against 3.24% for SCHD.
You are not choosing between two funds in isolation.
Whichever of KOCG and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, KOCG or SCHD?
KOCG has an expense ratio of 0.76% while SCHD charges 0.06%. SCHD is the cheaper option, by $70 a year on a $10,000 investment.
Which is riskier, KOCG or SCHD?
KOCG has been the more volatile fund at 16.1% annualized versus 15.1% for SCHD. Worst drawdown: KOCG -28.7% vs SCHD -16.9%.
Should I hold both KOCG and SCHD?
KOCG and SCHD have a monthly-return correlation of 0.81, 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, KOCG or SCHD?
KOCG yields 0.88% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than KOCG?
SCHD has a lower expense ratio. KOCG led over the full window, SCHD over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.