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SCHD

Schwab U.S. Dividend Equity ETF

1Y Return
+12.8%
Expense Ratio
0.06%
Dividend Yield
3.45%
AUM
$65.2B
Basic Info
IssuerCharles Schwab
CategoryHigh Dividend
Inception Date2011-10-20

Invests in high-dividend U.S. stocks, pursuing stable dividend income.

Returns & Risk
1Y Return+12.8%
3Y (Ann.)+8.5%
5Y (Ann.)+11.2%
Volatility13.5%
Sharpe Ratio0.78
Max Drawdown-17.8%
Top 10 Holdings
BlackRock
4.5%
Home Depot
4.2%
AbbVie
4.1%
Lockheed Martin
4.0%
Chevron
3.8%
Coca-Cola
3.6%
PepsiCo
3.5%
Cisco
3.4%
Merck
3.3%
Texas Instruments
3.2%
Sector Allocation
Financials
20.5%
Technology
15.2%
Healthcare
14.8%
Consumer
12.3%
Industrials
11.5%
Energy
8.8%
Communication
6.2%
Utilities
4.5%
Real Estate
3.2%
Materials
3.0%
Historical Annual Returns
Annual returns over the past 6 years
25%-3%
+15.1%
2020
+24.5%
2021
-3.2%
2022
+12.3%
2023
+10.5%
2024
+2.8%
2025
AI Analysis

SCHD is a 高分红型 ETF managed by Charles Schwab. Its expense ratio is 0.06%. Fund description: 投资美国高分红股票，追求稳定的股息收入。

Comparison context

For SCHD, review the expense ratio, historical returns, dividend yield, concentration, and risk metrics. This is educational research, not personalized investment advice.

Risk Warning

Historical results for SCHD can change as markets and fund holdings change. Volatility, maximum drawdown, and past returns do not predict future performance. Verify figures against the issuer's latest prospectus and fact sheet.

Research framework by Magic, an independent analyst with six years of stock and financial-market research experience. Author profile

Data note: Metrics come from third-party market data and ETFSift calculations and may be delayed or change. Verify figures against the fund issuer's latest prospectus and fact sheet.

View methodology and data sources