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Schwab US Dividend Equity ETF (SCHD)

ETF · Currency in USD
ISIN
US8085247976
CUSIP
808524797
Issuer
Charles Schwab
Inception Date
Oct 20, 2011
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.06%
Index Tracked
Dow Jones U.S. Dividend 100 Index
ETF Home Page
www.schwabfunds.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

SCHDPrice Chart


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SCHDPerformance

The chart shows the growth of $10,000 invested in Schwab US Dividend Equity ETF on Oct 21, 2011 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $42,144 for a total return of roughly 321.44%. All prices are adjusted for splits and dividends.


SCHD (Schwab US Dividend Equity ETF)
Benchmark (S&P 500)

SCHDReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-3.92%-7.73%
1M-1.33%-5.40%
6M4.90%0.70%
1Y20.55%14.18%
5Y15.82%14.13%
10Y14.61%12.84%

SCHDMonthly Returns Heatmap


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SCHDSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Schwab US Dividend Equity ETF Sharpe ratio is 1.67. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


SCHD (Schwab US Dividend Equity ETF)
Benchmark (S&P 500)

SCHDDividends

Schwab US Dividend Equity ETF granted a 2.90% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to $2.25 per share.


PeriodTTM20212020201920182017201620152014201320122011
Dividend$2.25$2.25$2.03$1.72$1.44$1.35$1.26$1.15$1.05$0.90$0.81$0.12

Dividend yield

2.90%2.78%3.26%3.19%3.39%2.99%3.38%3.58%3.26%3.15%3.75%0.63%

SCHDDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


SCHD (Schwab US Dividend Equity ETF)
Benchmark (S&P 500)

SCHDWorst Drawdowns

The table below shows the maximum drawdowns of the Schwab US Dividend Equity ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Schwab US Dividend Equity ETF is 33.37%, recorded on Mar 23, 2020. It took 114 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.37%Jan 24, 202041Mar 23, 2020114Sep 2, 2020155
-17.08%Sep 24, 201864Dec 24, 201869Apr 4, 2019133
-13.92%Mar 3, 2015123Aug 25, 2015137Mar 11, 2016260
-12.37%Jan 29, 201839Mar 23, 2018125Sep 20, 2018164
-8.68%Apr 24, 201927May 31, 201936Jul 23, 201963
-7.65%Sep 3, 202014Sep 23, 202011Oct 8, 202025
-7.1%Jul 29, 201913Aug 14, 201918Sep 10, 201931
-6.88%Oct 13, 202012Oct 28, 20208Nov 9, 202020
-6.84%Oct 28, 201120Nov 25, 20117Dec 6, 201127
-6.68%Jan 2, 201422Feb 3, 201435Mar 25, 201457

SCHDVolatility Chart

Current Schwab US Dividend Equity ETF volatility is 11.05%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


SCHD (Schwab US Dividend Equity ETF)
Benchmark (S&P 500)

SCHDAlternatives


SymbolInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. Yield
DGROJun 10, 20140.08%-4.82%13.05%2.03%Compare SCHD and DGRO
SPHDOct 18, 20120.30%1.90%10.90%3.39%Compare SCHD and SPHD
SPYJan 22, 19930.09%-3.89%15.44%1.25%Compare SCHD and SPY
SPYDOct 21, 20150.07%0.05%10.35%3.68%Compare SCHD and SPYD
VIGApr 27, 20060.06%-6.96%13.29%1.66%Compare SCHD and VIG
VOOSep 9, 20100.03%-3.86%15.57%1.30%Compare SCHD and VOO
VTIMay 31, 20010.03%-8.50%14.71%1.33%Compare SCHD and VTI
VYMNov 16, 20060.06%-2.02%12.46%2.82%Compare SCHD and VYM

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