SCHD: Popular For Great, Diversified Dividend Reasons
SCHD has missed the ongoing AI mania, albeit with it triggering the expanded dividend yield of 3.76% compared to the 5Y mean of 3.27%. Thanks to the strategic portfolio reshuffling, the ETF has been able to deliver a quality and sustainable dividend story, as observed in the LTM payout growth of +6.1% sequentially. For example, SCHD's largest energy holding, COP, has hinted at nearly $8B in FY2025 free cash flow generation and over $15B by FY2029, despite the lower WTI spot prices.
Schwab US Dividend Equity ETF October Sentiment Turns Negative
The Schwab US Dividend Equity ETF (NYSEARCA:SCHD) is one of the largest and most commonly held in the US, but investors are starting to sour on the ETF in October.
SCHD: Not A Reliable Defensive Play During Market Downturns
Schwab U.S. Dividend Equity ETF continues to underperform major indices, justifying a maintained 'sell' rating. SCHD's 3.79% yield is attractive, but its total returns consistently lag the S&P 500, NASDAQ, and Dow Jones. A handpicked basket of high-yield stocks outperformed SCHD in both yield and total return, even with one significant loser.
SCHD ETF Alternative Strategy, CAGR Improves To 15.74%
The 4-Factor Dividend Growth Portfolio, launched in Nov 2022, aims for a 12%+ long-term CAGR, outperforming SCHD but lagging the S&P 500. For FY3, the portfolio returned 3.64% (vs. SPY's 18.67% and SCHD's -0.57%), maintaining a 15.74% CAGR since inception. Dividend income is growing, with a 5.28% YoY increase and a 9.64% annualized dividend CAGR, though still trailing SCHD's total payouts.
Let's Talk About SCHD And Its Miserable 5-Year Track Record
After 9 straight years of outperforming its peer group, SCHD has become one of the worst performing dividend ETFs over the past several years. Let's dig into what has caused this and, more importantly, if it might continue into the future. SCHD still has one of the best dividend stock selection methodologies in the ETF marketplace.
Dividend ETF SCHD Draws Buyers as Fed Cuts Spark Rotation
Financial markets are all about rotation. Not all assets move together, and money constantly shifts based on where investors see the best balance of risk and reward.
SCHD Isn't the Only Option — 3 Monthly ETFs With Better Long-Term Gains
The Schwab US Dividend Equity ETF (NYSEARCA:SCHD ) is often seen as the gold standard for dividend ETFs.
Is Schwab US Dividend Equity ETF Flying Under the Radar for Dividend Investors?
Schwab US Dividend Equity ETF (SCHD -0.58%) offers a 3.7% dividend yield, which might fall a little shy of the yield that dividend investors are looking for. And for that reason, it could be flying under investor radar screens even though it is a very compelling dividend-focused exchange-traded fund (ETF).
SCHD: Enjoy The Dividends As Trumponomics Plays Out
Recent Trump administration tariffs and tax policies could have conflicting impacts on the Schwab U.S. Dividend Equity ETF™. SCHD's top sector allocations are heavy energy and consumer staples exposure. Tax cuts may favor SCHD's top holdings more than those of the tech-heavy SPY, as SCHD companies typically have higher effective tax rates and more domestic focus.
Why I Don't Get the Hype Around SCHD – Is There More to This ETF Than Just $1 in Dividends?
The Schwab US Dividend Equity ETF (NYSEARCA:SCHD) is one of the most well-known dividend ETFs.
Forget SCHD, This Dividend ETF Pays Monthly
All of us could use a little more monthly income; it's not just for retired folks anymore.
SCHD: When The AI 'Flash Mob' Is Not For You
The Schwab U.S. Dividend Equity ETF is not for everyone, but for some investors, it is pure gold. Especially as market valuations rise and AI/growth "flash mobs" continue to form, reminiscent of the meteoric rise and fall of certain growth and technology stocks during the COVID bubble. This report reviews the SCHD strategy, including its attractive qualities and big risks, and then concludes with my strong opinion on investing (hint: SCHD is for winners).
