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KAUG vs SCHV
Innovator U.S. Small Cap Power Buffer ETF - August vs Schwab U.S. Large-Cap Value ETF
Key differences
- SCHV costs 0.75% less per year.
- SCHV is significantly larger than KAUG — larger funds tend to be more liquid and less likely to close.
- KAUG is classified as alternative, while SCHV is equity — different risk/return profiles.
- KAUG follows a structured outcome strategy; SCHV uses index tracking.
- SCHV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KAUG | SCHV | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.04% |
| Fund size (AUM) | $80M | $15.2B |
| Since | 2024 | 2009 |
| Dividend yield | 0.00% | 1.85% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | structured outcome | index tracking |
| CAGR 1Y | +16.6% | +28.0% |
| CAGR 3Y | N/A | +18.2% |
| CAGR 5Y | N/A | +10.2% |
| Sharpe 3Y | N/A | 1.10 |
| Volatility 1Y | 8.09% | 10.69% |
| Max drawdown | -15.66% | -37.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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