SCHD · Schwab U.S. Dividend Equity ETF
Price
Snapshot
50 fields · last close| Market Cap | — |
| P/E | — |
| Float | — |
| Beta | 0.71 |
| Volatility | 17.7% |
| Exchange | — |
| Sector | — |
| Cap tier | — |
| Macro sensitivity | Moderate |
| Clavix score | 93.7 |
| Price | 34.24 |
| Change | −0.32% |
| Prev Close | 34.35 |
| Open | 34.31 |
| Day Low | 34.25 |
| Day High | 34.47 |
| Avg Vol | 23 |
| Avg $ Vol | $778.4M |
| 52W High | 35.31 |
| 52W Low | 26.32 |
| 52W Pos | 88.1% |
| From High | −3.03% |
| From Low | +30.09% |
| Max DD 1Y | −7.61% |
| Spread | 0.10% |
| Liquidity | Deep |
| SMA 20 | +3.13% |
| SMA 50 | +0.72% |
| SMA 200 | +6.98% |
| RSI (14) | 65.4 |
| Vol 30D | 11.9% |
| Vol 90D | 11.9% |
| 1Y Range | 26–35 |
| Daily bars | 536 |
| Perf Week | +3.96% |
| Perf Month | +1.36% |
| Perf Quarter | +4.89% |
| Perf Half Y | +10.63% |
| Perf Year | +28.27% |
| Perf YTD | +23.48% |
| Prev Day | −0.32% |
| Clavix | A+ |
| Debt / Eq | — |
| Curr Ratio | — |
| Int Cover | — |
| FCF Margin | — |
| Rev Growth | — |
| Profit | Mixed |
| Leverage | Moderate |
| Sector rank | — |
What SCHD does
SCHD is an equity ETF with a total of 103 individual holdings. The top holdings are UnitedHealth Group stock at 4.49%, Merck & Co. at 4.44%, The Home Depot at 4.41%, Abbott Laboratories at 4.27%, and The Procter & Gamble Company at 4.21%.
Clavix risk grade
regraded every trading daySCHD grades A+, 93.7 of 100. Steadiest on Sector Resilience (97), most exposed on News Sentiment (49, fragile). 3 of the 4 weighted dimensions sit above the all-names median.
How rough the ride is
| SCHD | |
|---|---|
| Betavs the overall market · lower is steadier | 0.71 |
| Volatilityannualized | 17.7% |
| Max drawdown, past yearworst peak-to-trough fall | −7.6% |
| Typical daily movemedian absolute daily change | 0.44% |
| Days beyond ±3%of the last 252 sessions | 0 (0%) |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| SCHD | |
|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.71 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| SCHD | |
|---|---|
| 1 week | +4.0% |
| 1 month | +1.4% |
| Year to date | +23.5% |
| 1 year | +28.3% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| SCHD | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 2 Oct |
| Average score0 most bearish, 100 most bullish | 46 |
| Bullish · bearisharticles above 60 · below 40 | 8 · 14 |
| Directionarticles whose tone is improving vs worsening | 8 ↑ 14 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Growth
| SCHD | |
|---|---|
| Revenue growthyear over year | — |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the all-names median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openSchwab US Dividend Equity ETF (SCHD) is up more than 25% year-to-date, more than double the S&P 500's roughly 12% gain. The ETF's top holdings, including DINO, APA, and TXN, have posted strong double- and triple-digit returns, and eight of its constituents recently raised their dividends by an average of 5.73%.
The article compares SCHD, a popular dividend ETF, against a rival dividend growth ETF using ten years of side-by-side data. It argues that a performance gap between the two could change how income investors build retirement portfolios.
Risk looks worse after What Happens When You Replace SCHD With JEPQ in a $945,000 Income Portfolio -...
An opinion piece comparing the Schwab U.S. Dividend Equity ETF (SCHD) to the Vanguard High Dividend Yield ETF (VYM), noting SCHD has outperformed this year but predicting that advantage is about to fade. SCHD is described as focused on high-yield value stocks, while VYM is market-cap-weighted with what the author calls superior sector balance and much lower portfolio turnover.
On a $300,000 investment, SCHD pays $8,384 more per year in dividends than SCHG, but over five years SCHG's price gains returned $121,800 more than SCHD's did. The article frames the two funds as suited to different goals rather than ranking one as universally better.
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