SCHD: Schwab U.S. Dividend Equity ETF
SCHD: Schwab U.S. Dividend Equity ETF

SCHD: Schwab U.S. Dividend Equity ETF

Schwab U.S. Dividend Equity ETF (SCHD) goal is to track as closely as possible the total return of the Dow Jones U.S. Dividend 100 Index.

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SCHD ETF Review

  • A straightforward, low-cost fund offering potential tax-efficiency 
  • The Fund can serve as part of the core or complement in a diversified portfolio
  • Tracks an index focused on the quality and sustainability of dividends 
  • Invests in stocks selected for fundamental strength relative to their peers, based on financial ratios

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Top 10 SCHD Holdings

TickerNameWeight
AVGOBroadcom Inc.4.88%
ABBVAbbVie Inc.4.77%
HDHome Depot Inc4.39%
MRKMerck & Co., Inc.4.34%
TXNTexas Instruments Incorporated4.07%
CVXChevron Corporation3.94%
VZVerizon Communications Inc.3.84%
KOThe Coca-Cola Company3.78%
CSCOCisco Systems Inc3.77%
AMGNAmgen Inc.3.71%

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ManagerBlackRockBlackRockCharles Schwab LogoVanguard LogoVanguard Logo
ETFDGROHDVSCHDVYMVIGDGRW
Inception2014-06-10Mar 29, 20112011-10-202006-11-102006-04-2105/22/2013
AUM$24,509,651,121$10,741,876,056$49,514,103,629$60,700,000,000$82,400,000,000$9,773,035,090
Holdings42875104462314N/A
Expense Ratio0.08%0.08%0.06%0.06%0.06%0.28%
Yield2.39%4.18%3.58%3.20%1.82%2.11%
DistributionsQuarterlyQuarterlyQuarterlyQuarterlyQuarterlyMonthly
1Y11.00%4.79%5.10%7.75%15.58%19.21%
3Y13.60%11.60%15.83%13.89%13.61%16.26%
5Y11.13%7.43%11.75%8.46%11.93%13.00%
10YN/A8.10%11.72%9.90%11.60%13.36%

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SCHD vs VOO

SCHD is the superior performing, less expensive, higher yielding and less volatile ETF than VOO which is older, more popular and more diversified.

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SCHD vs VYM

SCHD is the superior performing and less volatile ETF than VYM which is older, more popular, more diversified, less volatile and costs the same.

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SCHD vs JEPI

SCHD is the superior performing, less expensive, more popular, older and less volatile ETF than JEPI which is more diversified and higher yielding.

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SCHD vs SPY

SCHD is the superior performing, less expensive, higher yielding and less volatile ETF than SPY which is older, more popular and more diversified.

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SCHD vs DGRO

SCHD is the superior performing older, less expensive, higher yielding, more popular, and less volatile ETF than DGRO which is more diversified.

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SCHD vs VIG

SCHD is the superior performing and higher yielding ETF than VIG which is older, more popular, more diversified, less volatile and costs the same.

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SCHD vs VTI

SCHD is the superior performing, more popular, higher yielding and less volatile ETF than VTI which is older, less expensive and more diversified.

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SCHD vs SPHD

SCHD is the superior performing, older, less expensive, more popular, more diversified and less volatile ETF than SPHD which is higher yielding.

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Is SCHD a Good Core Investment?

The Schwab U.S. Dividend Equity ETF (SCHD) is an excellent core position for dividend and growth investors. It has outperformed many ETFs in past corrections.

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Is SCHD a Monthly Dividend?

SCHD pays a dividend quarterly.

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What are the MER Fees for SCHD?

The management expense ratio (MER) fees of SCHD is 0.06%. This is less than most mutual funds charging approximately 2% and low compared to most ETFs.

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What is the Yield of SCHD?

A pays a high monthly income yield of SCHD is 3.79%. This is more than most ETFs.