Schwab US Dividend Equity ETF (SCHD)
SCHD is an exchange-traded fund (ETF) by Charles Schwab that seeks to track the investment results of the Dow Jones U.S. Dividend 100 Index. The Dow Jones U.S. Dividend 100 Index is a benchmark for the U.S. market that is designed to measure the performance of high dividend-yielding stocks. These stocks are selected based on their dividend payment history, financial strength, and other factors.
SCHD was launched on October 20, 2011, and has a low 0.06% expense ratio. It is a passive ETF, meaning it seeks to track the performance of its benchmark index rather than attempting to outperform it through active management.
ETF Info
US8085247976
808524797
Oct 20, 2011
North America (U.S.)
1x
Dow Jones U.S. Dividend 100 Index
Large-Cap
Blend
Expense Ratio
SCHD has an expense ratio of 0.06%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab US Dividend Equity ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Schwab US Dividend Equity ETF had a return of 11.54% year-to-date (YTD) and 12.63% in the last 12 months. Over the past 10 years, Schwab US Dividend Equity ETF had an annualized return of 10.86%, which was very close to the S&P 500 benchmark's annualized return of 11.06%.
SCHD
11.54%
-4.06%
7.86%
12.63%
10.97%
10.86%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of SCHD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.14% | 1.84% | 4.66% | -4.51% | 2.05% | 0.02% | 6.20% | 2.36% | 0.90% | 0.19% | 4.60% | 11.54% | |
| 2023 | 2.08% | -3.32% | -1.05% | -0.81% | -4.11% | 5.32% | 4.19% | -1.49% | -4.20% | -3.82% | 6.30% | 6.31% | 4.54% |
| 2022 | -2.73% | -1.93% | 2.99% | -4.12% | 3.90% | -7.96% | 3.91% | -2.73% | -7.42% | 11.22% | 6.84% | -3.41% | -3.26% |
| 2021 | -0.90% | 6.06% | 8.94% | 2.21% | 3.22% | -0.99% | 0.65% | 2.09% | -3.69% | 4.40% | -2.05% | 7.31% | 29.87% |
| 2020 | -1.76% | -9.35% | -11.88% | 12.61% | 3.69% | -0.63% | 5.29% | 5.12% | -2.50% | 0.38% | 13.17% | 3.05% | 15.03% |
| 2019 | 6.05% | 4.06% | 1.55% | 3.21% | -7.60% | 7.29% | 1.66% | -1.30% | 3.80% | 1.35% | 2.83% | 2.28% | 27.29% |
| 2018 | 4.55% | -5.63% | -2.39% | -1.12% | 1.79% | 0.70% | 4.55% | 2.29% | 1.24% | -5.91% | 3.37% | -8.13% | -5.56% |
| 2017 | -0.48% | 3.41% | 0.14% | 0.25% | 1.75% | -0.10% | 1.66% | -0.02% | 2.85% | 3.61% | 4.21% | 1.95% | 20.85% |
| 2016 | -2.28% | 0.74% | 6.40% | -0.17% | 1.40% | 2.92% | 2.85% | -0.33% | 0.18% | -1.56% | 3.27% | 2.22% | 16.45% |
| 2015 | -3.11% | 5.23% | -2.35% | 0.76% | 0.50% | -3.31% | 0.71% | -5.32% | -0.72% | 8.76% | 0.28% | -0.95% | -0.30% |
| 2014 | -4.45% | 3.88% | 1.95% | 1.82% | 1.33% | 1.36% | -1.72% | 3.43% | -0.23% | 1.97% | 2.98% | -0.91% | 11.69% |
| 2013 | 5.54% | 2.11% | 4.76% | 2.99% | 1.41% | -0.82% | 4.59% | -3.54% | 2.69% | 4.99% | 2.55% | 1.88% | 32.88% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCHD is 59, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schwab US Dividend Equity ETF (SCHD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Schwab US Dividend Equity ETF provided a 3.64% dividend yield over the last twelve months, with an annual payout of $0.99 per share. The fund has been increasing its distributions for 12 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.99 | $0.89 | $0.85 | $0.75 | $0.68 | $0.57 | $0.48 | $0.45 | $0.42 | $0.38 | $0.35 | $0.30 |
Dividend yield | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab US Dividend Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.26 | $0.99 |
| 2023 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.25 | $0.89 |
| 2022 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.23 | $0.85 |
| 2021 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.75 |
| 2020 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.20 | $0.68 |
| 2019 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.57 |
| 2018 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.48 |
| 2017 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.45 |
| 2016 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.13 | $0.42 |
| 2015 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.38 |
| 2014 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.35 |
| 2013 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.30 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab US Dividend Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab US Dividend Equity ETF was 33.37%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current Schwab US Dividend Equity ETF drawdown is 6.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.37% | Jan 24, 2020 | 41 | Mar 23, 2020 | 114 | Sep 2, 2020 | 155 |
| -17.08% | Sep 24, 2018 | 64 | Dec 24, 2018 | 69 | Apr 4, 2019 | 133 |
| -16.85% | Jan 12, 2022 | 181 | Sep 30, 2022 | 312 | Dec 28, 2023 | 493 |
| -13.93% | Mar 3, 2015 | 123 | Aug 25, 2015 | 137 | Mar 11, 2016 | 260 |
| -12.37% | Jan 29, 2018 | 39 | Mar 23, 2018 | 125 | Sep 20, 2018 | 164 |
Volatility
Volatility Chart
The current Schwab US Dividend Equity ETF volatility is 3.88%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.