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 each have distinct characteristics. SCHD led with a 1-year return of +12.8%, while SCHD returned +12.8%. SCHD has the lowest expense ratio at 0.06%. See detailed comparison below.
Investor Profile
Conservative: Focus on low-volatility, high-dividend ETFs. Keep total allocation under 60% of portfolio Aggressive: Core position in SCHD (50%) with diversified allocation for the rest Moderate: 30-40% per ETF with periodic rebalancing
Risk Warning
Past performance does not guarantee future results. Make decisions based on your financial situation and risk tolerance