SCHD ETF Alternative Strategy Aimed For Higher Total Return
My 4-Factor Dividend Growth Portfolio, launched in November 2022, consistently outperforms SCHD, with a 14.78% annualized return versus SCHD's 7.34%. The strategy selects 20 stocks annually using free cash flow to debt, 5-year dividend growth, ROIC, and forward yield from a high-quality, growth-focused universe. Recent modifications incorporating expected rate of return as a filter have yielded mixed results, with some months outperforming and others lagging the original method.
SCHD ETF: 2025 Reconstitution Impact And 2026 Outlook
Following the 2025 reconstitution, Schwab U.S. Dividend Equity ETF (SCHD) now has its largest sector exposure in Energy at 19.3%. Heavy energy weighting has dragged SCHD's performance YTD and may continue to do so amid oil price uncertainties. These uncertainties include OPEC+ production, Russian supply, and most importantly, China's demand.
SCHD: What If AI Capex Returns Disappoint?
Schwab U.S. Dividend Equity ETF remains a Strong Buy, offering defensive exposure amid peak AI optimism and muted tech stock reactions. SCHD's portfolio emphasizes dividend yield and growth, with defensive sector allocations providing diversification from potential AI-related risks. Despite underperformance versus tech-heavy peers due to limited tech and high energy exposure, SCHD outperformed the S&P 500 recently as sentiment shifted.
SCHD: Tops Dividend Competitors On Value, Yield, And Sustainability
Schwab U.S. Dividend Equity ETF is a buy, offering superior dividend growth, sustainability, and value versus peers VYM and DGRO. SCHD's top holdings, including Merck and Amgen, combine strong profitability, sustainable payout ratios, and attractive valuations, supporting continued dividend growth. SCHD's 3.75% yield, low 0.06% expense ratio, and value metrics position it for outperformance as interest rates on cash accounts decline.
Building A $100,000 Dividend Portfolio: Maximizing SCHD's Income With November's Top High-Yield Stocks
This article presents a diversified $100,000 high-yield dividend portfolio for November 2025, blending income, dividend growth, and reduced volatility. The portfolio features individual stocks like Mastercard, McDonald's, Duke Energy, Alphabet, and Apple, alongside ETFs such as SCHD, JEPQ, and RQI. Key metrics include a weighted P/E Ratio of 17.18, strong sector diversification, and a focus on companies with low beta and high dividend growth rates.
SCHD: Why Dividends Are 'Real'
Dividends are “real” because they reduce book value, not earnings, preserving valuation anchored to P/E multiples. Ex-dividend price drops make stocks temporarily cheaper, improving fundamentals for dividend growth and value investors. SCHD's screening emphasizes quality, free cash flow, and dividend durability, supporting long-term outperformance and mean reversion.
SCHD: Fatigued From Big Tech's Volatility? Switch Your Bets To Here
Schwab U.S. Dividend Equity ETF (SCHD) remains a compelling option for portfolio diversification amid AI-driven market concentration and Magnificent Seven dominance. SCHD's largest sector exposures—energy and healthcare—are undervalued, and the ETF trades at a modest 13x earnings multiple, enhancing its value appeal. A nearly 4% dividend yield and the potential for growth-to-value rotation position SCHD as attractive for income-focused investors and those seeking defensive plays.
These 3 Dividend ETFs Are Crushing the SCHD
The Schwab US Dividend Equity ETF (NYSEARCA:SCHD ) was often seen as the gold standard among dividend exchange-traded funds.
Vanguard vs. Schwab: The Dividend ETF Battle To Watch
Even if you follow the stock market intermittently, you know that dividend ETFs are having a moment.
My Biggest Passive Income Milestone Yet
October was huge. After years of steady saving, reinvesting, and making tough allocation decisions, Bert finally crossed the $30,000 forward dividend income mark. This dividend income goal was not achieved overnight. 15 years of saving every dollar I can, investing as much as possible, and pushing the envelope helped get me there. Once you hit a milestone, it is natural to set the next one. My front-line stretch goal for the end of the year is $31,500. Right now I sit $1,162 short of that target.
SCHD ETF Alternative Strategy, CAGR Stands At 15.16% After 3 Years
The 4-Factor Dividend Growth Portfolio, an alternative to SCHD, was rebalanced for fiscal year 4 with 11 new stocks and 11 removals. The portfolio's forward dividend yield dropped to 1.57% after rebalancing, prioritizing future capital appreciation and total return over near-term dividend income. Despite a weak FY3 return of 3.33%, the portfolio has outperformed SCHD since inception, maintaining a 15.16% CAGR versus SCHD's 6.45%.
Forget Quarterly Payouts: These Monthly ETFs Beat SCHD on Total Returns
Investing in some of the top monthly dividend paying ETFs can be an exhilarating exercise for some investors.
