AKRE vs SCHK

Comparison between AKRE FOCUS ETF (AKRE, ETF) and SCHWAB 1000 INDEX ETF (SCHK, ETF).

AKRE vs SCHK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AKRE(ETF)	SCHK(ETF)
Net Assets	$5.80B	$5.70B
Expense Ratio	0.98%	0.03%
Max Drawdown	24.18%	34.80%
Sharpe Ratio	-1.75	1.52
5Y Beta	0.63	0.99
P/E Ratio	31.73	28.60
Forward P/E	19.91	21.42
PEG Ratio	0.75	N/A
5Y Dividends CAGR	N/A	4.88%
5Y EPS CAGR	16.23%	25.00%
Debt to Equity	70.84%	30.88%
P/S Ratio	6.11	3.48
P/B Ratio	4.86	5.37

Net Assets

Winner

AKRE

$5.80B

SCHK

$5.70B

Expense Ratio

AKRE

0.98%

Winner

SCHK

0.03%

Max Drawdown

Winner

AKRE

24.18%

SCHK

34.80%

Sharpe Ratio

AKRE

-1.75

Winner

SCHK

1.52

5Y Beta

Winner

AKRE

0.63

SCHK

0.99

P/E Ratio

AKRE

31.73

Winner

SCHK

28.60

Forward P/E

Winner

AKRE

19.91

SCHK

21.42

PEG Ratio

AKRE

0.75

SCHK

N/A

5Y Dividends CAGR

AKRE

N/A

SCHK

4.88%

5Y EPS CAGR

AKRE

16.23%

Winner

SCHK

25.00%

Debt to Equity

AKRE

70.84%

Winner

SCHK

30.88%

P/S Ratio

AKRE

6.11

Winner

SCHK

3.48

P/B Ratio

Winner

AKRE

4.86

SCHK

5.37

AKRE vs SCHK - Holdings Comparison

AKRE and SCHK have 14 common holdings. Overlap is 0.61%

AKRE's top 25 holdings weight is 99.98%. SCHK's top 25 holdings weight is 48.39%.

Rank	AKRE	SCHK
#1	CONSTELLATION SOFTWARE INC (CNSWF) - 14.79%	NVIDIA CORP (NVDA) - 7.48%
#2	MASTERCARD INC CLASS A (MA) - 12.25%	APPLE INC (AAPL) - 6.48%
#3	BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (n/a) - 8.14%	MICROSOFT CORP (MSFT) - 4.42%
#4	TOPICUS COM INC ORDINARY SHARES (SUB VOTING) (TOITF) - 7.46%	AMAZON.COM INC (AMZN) - 3.71%
#5	KKR & CO INC ORDINARY SHARES (KKR) - 6.94%	ALPHABET INC CLASS A (GOOGL) - 3.24%
#6	MOODYS CORP (MCO) - 6.81%	BROADCOM INC (AVGO) - 2.87%
#7	FAIR ISAAC CORP (FICO) - 6.56%	ALPHABET INC CLASS C (GOOG) - 2.58%
#8	VISA INC CLASS A (V) - 6.47%	META PLATFORMS INC CLASS A (META) - 1.92%
#9	ROPER TECHNOLOGIES INC (ROP) - 6.46%	TESLA INC (TSLA) - 1.75%
#10	COSTAR GROUP INC (CSGP) - 4.52%	MICRON TECHNOLOGY INC (MU) - 1.44%
#11	COPART INC (CPRT) - 3.88%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.27%
#12	U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 3.52%	ELI LILLY AND CO (LLY) - 1.21%
#13	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.66%	JPMORGAN CHASE & CO (JPM) - 1.18%
#14	SALESFORCE INC (CRM) - 2.52%	ADVANCED MICRO DEVICES INC (AMD) - 1.18%
#15	SERVICENOW INC (NOW) - 2.44%	EXXON MOBIL CORP (XOM) - 0.90%
#16	CCC INTELLIGENT SOLUTIONS HOLDINGS INC (CCC) - 2.38%	INTEL CORP (INTC) - 0.83%
#17	LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 2.34%	VISA INC CLASS A (V) - 0.79%
#18	O'REILLY AUTOMOTIVE INC (ORLY) - 1.19%	JOHNSON & JOHNSON (JNJ) - 0.79%
#19	US DOLLARS (n/a) - 0.32%	WALMART INC (WMT) - 0.74%
#20	CONSTELLATION SOFT ([WTS/RTS]) (n/a) - 0.00%	CISCO SYSTEMS INC (CSCO) - 0.67%
#21	OTHER ASSETS AND LIABILITIES (n/a) - -1.67%	COSTCO WHOLESALE CORP (COST) - 0.64%
#22	N/A	CATERPILLAR INC (CAT) - 0.61%
#23	N/A	LAM RESEARCH CORP (LRCX) - 0.58%
#24	N/A	MASTERCARD INC CLASS A (MA) - 0.57%
#25	N/A	ABBVIE INC (ABBV) - 0.54%
Total Holdings	21	956

AKRE vs SCHK - Historical Returns

Returns include dividend reinvestment.

Period	AKRE	SCHK
1 month	+2.98%	+0.90%
3 months	+2.00%	+12.02%
6 months	-16.72%	+9.59%
1 year	N/A	+24.30%
5 years(CAGR)	N/A	+12.64%
10 years(CAGR)	N/A	+14.55%
Max(CAGR)	-29.14%	+14.55%

Winner

AKRE

+2.98%

SCHK

+0.90%

AKRE

+2.00%

Winner

SCHK

+12.02%

AKRE

-16.72%

Winner

SCHK

+9.59%

AKRE

N/A

SCHK

+24.30%

5Y(CAGR)

AKRE

N/A

SCHK

+12.64%

10Y(CAGR)

AKRE

N/A

SCHK

+14.55%

Max(CAGR)

AKRE

-29.14%

Winner

SCHK

+14.55%

AKRE vs SCHK - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	AKRE	SCHK
2026	-15.75%	+9.09%
2025	-3.24%	+17.48%
2024	N/A	+25.29%
2023	N/A	+27.16%
2022	N/A	-19.88%
2021	N/A	+27.95%
2020	N/A	+19.71%
2019	N/A	+31.09%
2018	N/A	-5.78%
2017	N/A	+5.07%

AKRE vs SCHK Drawdown Comparison

The maximum drawdown for AKRE was -24.18%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for SCHK was -34.80%, occurring on Mar 23, 2020. Recovery took 120 trading sessions.

The current AKRE drawdown is -19.35%. The current SCHK drawdown is -2.21%.

Rank	AKRE	SCHK
#1	-24.18% Oct 27, 2025 - Mar 27, 2026	-34.80% Feb 19, 2020 - Aug 10, 2020
#2	N/A	-25.43% Dec 27, 2021 - Dec 14, 2023
#3	N/A	-19.63% Sep 20, 2018 - Apr 12, 2019
#4	N/A	-19.20% Feb 19, 2025 - Jun 26, 2025
#5	N/A	-9.83% Jan 26, 2018 - Jul 25, 2018
#6	N/A	-9.31% Sep 2, 2020 - Nov 11, 2020
#7	N/A	-8.97% Jan 12, 2026 - Apr 14, 2026
#8	N/A	-8.50% Jul 16, 2024 - Sep 19, 2024
#9	N/A	-6.75% May 3, 2019 - Jun 20, 2019
#10	N/A	-6.05% Jul 26, 2019 - Oct 25, 2019
#11	N/A	-5.60% Mar 28, 2024 - May 15, 2024
#12	N/A	-5.32% Oct 28, 2025 - Dec 10, 2025
#13	N/A	-5.31% Sep 2, 2021 - Oct 20, 2021
#14	N/A	-5.08% Feb 12, 2021 - Mar 15, 2021
#15	N/A	-4.79% Nov 16, 2021 - Dec 27, 2021

Correlation

Correlation between AKRE and SCHK is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39

-101