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Schwab US Dividend Equity ETF (SCHD)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US8085247976

CUSIP

808524797

Inception Date

Oct 20, 2011

Region

North America (U.S.)

Leveraged

1x

Index Tracked

Dow Jones U.S. Dividend 100 Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

SCHD has an expense ratio of 0.06%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


300.00%320.00%340.00%360.00%380.00%400.00%420.00%440.00%December2025FebruaryMarchAprilMay
367.44%
361.33%
SCHD (Schwab US Dividend Equity ETF)
Benchmark (^GSPC)

Returns By Period

Schwab US Dividend Equity ETF (SCHD) returned -5.64% year-to-date (YTD) and 1.88% over the past 12 months. Over the past 10 years, SCHD had an annualized return of 10.24%, just below the S&P 500 benchmark at 10.26%.


SCHD

YTD

-5.64%

1M

1.07%

6M

-8.31%

1Y

1.88%

5Y*

13.00%

10Y*

10.24%

^GSPC (Benchmark)

YTD

-4.67%

1M

10.50%

6M

-3.04%

1Y

8.23%

5Y*

14.30%

10Y*

10.26%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.87%2.55%-1.15%-7.65%-1.05%-5.64%
20240.14%1.84%4.66%-4.51%2.05%0.02%6.20%2.36%0.89%0.19%4.61%-6.62%11.66%
20232.08%-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%6.83%-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%7.32%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%
20196.05%4.06%1.55%3.21%-7.60%7.29%1.66%-1.30%3.80%1.35%2.83%2.28%27.29%
20184.55%-5.63%-2.39%-1.12%1.79%0.70%4.54%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%-0.18%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%1.96%1.82%1.33%1.36%-1.72%3.43%-0.23%1.97%2.98%-0.91%11.69%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SCHD is 27, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of SCHD is 2727
Overall Rank
The Sharpe Ratio Rank of SCHD is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHD is 2525
Sortino Ratio Rank
The Omega Ratio Rank of SCHD is 2525
Omega Ratio Rank
The Calmar Ratio Rank of SCHD is 3030
Calmar Ratio Rank
The Martin Ratio Rank of SCHD is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current Schwab US Dividend Equity ETF Sharpe ratio is 0.19. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Schwab US Dividend Equity ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.19
0.55
SCHD (Schwab US Dividend Equity ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Schwab US Dividend Equity ETF provided a 4.07% dividend yield over the last twelve months, with an annual payout of $1.04 per share. The fund has been increasing its distributions for 13 consecutive years.


2.60%2.80%3.00%3.20%3.40%3.60%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.04$0.99$0.89$0.85$0.75$0.68$0.57$0.48$0.45$0.42$0.38$0.35

Dividend yield

4.07%3.64%3.49%3.39%2.78%3.16%2.98%3.06%2.63%2.89%2.97%2.63%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.25$0.00$0.00$0.25
2024$0.00$0.00$0.20$0.00$0.00$0.27$0.00$0.00$0.25$0.00$0.00$0.27$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$0.08$0.00$0.00$0.09$0.00$0.00$0.08$0.00$0.00$0.09$0.35

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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-11.88%
-8.74%
SCHD (Schwab US Dividend Equity ETF)
Benchmark (^GSPC)

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 11.88%.


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
-16.85%Jan 12, 2022181Sep 30, 2022312Dec 28, 2023493
-16.13%Dec 2, 202487Apr 8, 2025
-13.92%Mar 3, 2015123Aug 25, 2015137Mar 11, 2016260

Volatility

Volatility Chart

The current Schwab US Dividend Equity ETF volatility is 8.93%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
8.93%
11.45%
SCHD (Schwab US Dividend Equity ETF)
Benchmark (^GSPC)