Schwab International Dividend Equity ETF remains a buy, offering a 3.4% yield and strong international diversification. SCHY's fundamentals-driven selection process limits yield traps and focuses on high-quality, dividend-growing international companies. The fund's minimal technology exposure acts as a defensive hedge if capital rotates out of U.S. tech but may underperform in tech-led rallies.
The Schwab International Dividend Equity ETF (SCHY) enables U.S. investors to diversify internationally with cost efficiency and attractive yield. SCHY has outperformed the S&P 500 since November 2024, delivering over 40% total return versus 20.75% for the S&P 500. U.S. equity valuations remain elevated, with CAPE above 40x and S&P 500 dividend yields at historic lows.
Schwab International Dividend Equity ETF (SCHY) has a 3.42% dividend yield and competitive valuation, targeting ex-US large and mid-cap equities. SCHY's portfolio emphasizes quality screens, sector caps, and geographic diversification, but underperforms peers like VYMI and JIVE in total return and Sharpe ratio. While ex-US high dividend exposure can enhance portfolio yield and diversification, SCHY does not reduce volatility or max drawdown versus alternatives.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,504 | $108,398.44 | $113,021.52 | $4,623.08 | 4.26% |
Landaas & Company Landaas & Co | 22,981 | $668,602.78 | $741,941.58 | $73,338.8 | 10.97% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,748 | $245,302 | $252,119.92 | $6,817.92 | 2.78% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,553 | $67,141.41 | $82,525.72 | $15,384.31 | 22.91% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 7,399 | $232,476.58 | $239,394.64 | $6,918.06 | 2.98% |
| ARCA Exchange | US Country |
The company operates within the financial sector, with a specific focus on offering investment opportunities in high dividend yielding stocks. These stocks are issued by companies situated in both developed and emerging countries, excluding the United States. The company's strategy involves a commitment to invest at least 80% of its net assets directly into the stocks that are included within its targeted index. This index is specially curated to track the performance of these high dividend yielding stocks, aiming to provide investors with a robust mechanism to participate in the global equity markets while focusing on dividend returns. The company employs the use of depositary receipts, such as ADRs (American Depositary Receipts), GDRs (Global Depositary Receipts), and EDRs (European Depositary Receipts), to facilitate investment in stocks of foreign companies, making it easier for investors to gain exposure to international markets.
This product targets stocks that offer high dividend yields, carefully selected from companies operating outside of the United States. It is designed for investors seeking income through dividends, along with the potential for capital appreciation. The focus is on developed and emerging market equities, aiming to provide a diversified and balanced portfolio.
The company utilizes an index-based investment strategy to manage its assets. This involves investing in stocks that are included in a predefined index which measures the performance of high dividend yielding stocks globally. This strategy ensures a systematic and disciplined approach to investing, with a focus on replicating the index's performance.
Through offering investments in depositary receipts, including ADRs, GDRs, and EDRs, the company provides an avenue for investors to gain exposure to international stocks. Depositary receipts represent securities of foreign companies but are traded on local stock exchanges, simplifying the process of investing in overseas markets for investors. This service opens up a broader array of investment opportunities, specifically in high dividend yielding companies across the globe.