Is SCHD diversified? (2023)

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Is SCHD diversified?

This $47 billion ETF is well diversified, having 101 holdings, with the top 10 making up 40.3% of assets.

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What type of fund is SCHD?

Schwab U.S. Dividend Equity ETF.

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What kind of dividend is SCHD?

Schwab US Dividend Equity ETF (SCHD)

SCHD has a dividend yield of 3.71% and paid $2.64 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 22, 2023.

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Which is better SCHD or SPHD?

Overall, we favor SCHD over SPHD due to its meaningfully lower expense ratio and its clearly superior track record. We also like the technology exposure that it offers.

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Is SCHD a good index fund?

What sets SCHD apart from boring index funds is its strong track record of shareholder returns. This includes outperformance over the past 1, 3, 5, and 10 year timeframes. As shown below, SCHD has given shareholders a 78% total return over the past 5 years, outpacing the 72% return of the S&P 500 (SPY).

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Which is better SCHD or VTI?

VTI - Dividend Comparison. SCHD's dividend yield for the trailing twelve months is around 4.43%, more than VTI's 1.87% yield.

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What is the Vanguard equivalent to SCHD?

Overview
SCHDVYM
NameSchwab US Dividend Equity ETFVanguard High Dividend Yield Index ETF
ETF Database CategoryLarge Cap Blend EquitiesLarge Cap Blend Equities
IndexDow Jones U.S. Dividend 100 IndexFTSE Custom High Dividend Yield
Index DescriptionView IndexView Index
10 more rows

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What ETF is SCHD similar to?

SCHD Similar ETFs
  • VYM. Vanguard High Dividend Yield Index ETF. ...
  • SDY. SPDR S&P Dividend ETF. ...
  • DVY. iShares Select Dividend ETF. ...
  • FVD. First Trust Value Line Dividend Index Fund. ...
  • HDV. iShares Core High Dividend ETF. ...
  • SPYD. SPDR Portfolio S&P 500 High Dividend ETF. ...
  • VYMI. Vanguard International High Dividend Yield ETF. ...
  • IDV.

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Is SCHD passive?

The Schwab U.S. Dividend Equity ETF (SCHD) was launched on 10/20/2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

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What is the difference between VOO and SCHD?

VOO - Volatility Comparison. Schwab US Dividend Equity ETF (SCHD) has a higher volatility of 4.20% compared to Vanguard S&P 500 ETF (VOO) at 3.81%. This indicates that SCHD's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure.

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What is SCHD target price?

The average price target for SCHD is $80.61. This is based on 908 Wall Streets Analysts 12-month price targets, issued in the past 3 months. The highest analyst price target is $96.57 ,the lowest forecast is $64.94. The average price target represents N/A Increase from the current price of N/A.

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Is SCHD volatile?

Schwab US Etf Return Volatility

The fund inherits 0.9509% risk (volatility on return distribution) over the 90 days horizon. By contrast, NYSE Composite accepts 0.9466% volatility on return distribution over the 90 days horizon.

Is SCHD diversified? (2023)
What is SCHD average annual dividend?

In the last 10 Years, the Schwab US Dividend Equity ETF (SCHD) ETF obtained a 11.05% compound annual return, with a 14.31% standard deviation. In 2022, the ETF granted a 3.21% dividend yield.

Is SCHD good for long-term?

The fact that SCHD has grown its dividend by more than 10% a year since 2019 (don't necessarily count on that pace of dividend growth going forward though) makes it that much more attractive to income seekers. It remains an ideal long-term buy.

What will SCHD be worth in 5 years?

Schwab U.S. Dividend Equity ETF quote is equal to 71.240 USD at 2023-06-05. Based on our forecasts, a long-term increase is expected, the "SCHD" fund price prognosis for 2028-05-31 is 86.055 USD. With a 5-year investment, the revenue is expected to be around +20.8%.

Is SCHD a good core holding?

The Schwab U.S. Dividend EquityETF(NYSEMKT: SCHD) is an excellent core position for dividend growth investors and growth stock investors alike. Albert Einstein reputedly said, "Compound interest is the eighth wonder of the world.

Which ETF is most diversified?

Best Vanguard ETFs for Portfolio Diversification
  • Vanguard 500 Index Fund ETF (NYSE:VOO)
  • Vanguard Total Stock Market Index Fund ETF (NYSE:VTI)
  • Vanguard Small-Cap Index Fund ETF (NYSE:VB)
  • Vanguard Energy Index Fund ETF (NYSE:VDE)
  • Vanguard Health Care Index Fund ETF (NYSE:VHT)
Jan 18, 2023

Should I invest in both SCHD and VOO?

SCHD is focused on dividend-paying stocks, while VOO has a broader exposure to the overall U.S. stock market. If you want to optimize for dividends and share growth, SCHD would be a good choice for you. If you want to optimize for share growth from the overall U.S. stock market, VOO would be a better choice for you.

Should I buy vym or SCHD?

That said, SCHD's higher yield and significantly better dividend growth momentum give it the clear edge here relative to VYM, so - while we think both funds could have a place in a retiree's portfolio - SCHD is the better fund of the two for retiring on dividends.

Is SCHD better than spy?

SPY - Performance Comparison. In the year-to-date period, SCHD achieves a -4.91% return, which is significantly lower than SPY's 12.32% return. Over the past 10 years, SCHD has underperformed SPY with an annualized return of 11.26%, while SPY has yielded a comparatively higher 12.17% annualized return.

Are Schwab ETFs better than Vanguard?

Is Charles Schwab better than Vanguard? After testing 17 of the best online brokers over three months, Charles Schwab (94.51%) is better than Vanguard (71.94%).

What is Vanguard's best performing ETF?

Vanguard Total Stock Market ETF (VTI)

A large-blend ETF, it offers returns over 8% year to date, making it one of the best-performing stocks on this list. It is also available as an Admiral Shares mutual fund, with a minimum investment of $3,000.

Is SCHD a defensive ETF?

The mix of a decent yield and diversified holdings with defensive characteristics makes SCHD a good ETF for investors concerned about the current economic environment.

Is Jepi better than SCHD?

SCHD - Performance Comparison. In the year-to-date period, JEPI achieves a 3.68% return, which is significantly lower than SCHD's -4.91% return. Over the past 10 years, JEPI has outperformed SCHD with an annualized return of 12.86%, while SCHD has yielded a comparatively lower 11.26% annualized return.

What is the most aggressive ETF?

Aggressive Growth ETF List
Symbol SymbolETF Name ETF NameESG Score Global Percentile (%) ESG Score Global Percentile (%)
VUGVanguard Growth ETF60.45%
IWFiShares Russell 1000 Growth ETF68.15%
VGTVanguard Information Technology ETF82.69%
XLKTechnology Select Sector SPDR Fund88.82%
4 more rows

What is SCHD average annual returns?

Month-End Average Annual Total Returns And Risks As of 04/30/2023
AverageNAV ReturnStandard Deviation
1 Year-0.4119.82%
3 Year+16.5816.70%
5 Year+12.0817.82%
10 Year+11.6714.27%
2 more rows

Are SCHD dividends taxable?

The one advantage dividend stocks may have over fixed income is that fixed income interest is taxed at ordinary income rates while qualified stock dividends--the kind of dividends SCHD pays out--are either not taxed at all if you are not earning enough to be in the 22% tax bracket or are taxed at only 15% until you ...

How often does SCHD rebalance?

SCHD Analysis

The simulation is set to rebalance quarterly to current weights and assumes reinvested dividends. The portfolio outperformed SCHD and SPY by an annualized 1.25% and 1.48%. The new portfolio would have performed about 5% worse in 2020, a year I don't expect will repeat.

What is SCHD portfolio turnover rate?

SCHD Performance and Fees

Schwab US Dividend Equity ETF™ has a portfolio turnover rate of 14%, which indicates that it holds its assets around 0.1 years.

Is SCHD a growth and income fund?

SCHD comes with a reasonable expense ratio at . 06%, provides good growth potential, and income.

Is SCHD actively managed?

Schwab U.S. Dividend Equity (SCHD) is a passively managed exchange-traded fund that homes in on high-quality income-producing stocks.

Which is better SCHD or NOBL?

SCHD - Sharpe Ratio Comparison. The current NOBL Sharpe Ratio is 0.10, which is higher than the SCHD Sharpe Ratio of -0.29. The chart below compares the 12-month rolling Sharpe Ratio of NOBL and SCHD.

How does SCHD choose stocks?

SCHD: Stringent Selection Process Helps Identify The Best Dividend Stocks. SCHD requires companies to clear the hurdle on three different fronts - long-term track record of dividend payments, quality balance sheet health and above average yield.

How does SCHD select stocks?

SCHD is a market-cap-weighted fund whose selection universe only includes firms with a 10-year history of paying dividends. Within that universe, SCHD uses fundamental screens (cash-flow to debt ratio, ROE, dividend yield, and dividend growth rate) to build its portfolio.

What are the top holdings of SCHD?

  • MRK. Merck & Company. 4.37% $1.95B. ― ...
  • KO. Coca-cola Company. 4.24% $1.90B. ― ...
  • CSCO. Cisco. 4.21% $1.88B. ― $203.18B. ...
  • HD. Home Depot. 4.15% $1.85B. ― $294.40B. ...
  • TXN. Texas Instruments. 4.06% $1.81B. ― $160.01B. ...
  • CVX. Chevron. 4.00% $1.79B. ― $291.93B. ...
  • PFE. Pfizer Inc. 3.97% $1.78B. ― $212.26B. ...
  • UPS. United Parcel Service. 3.92% $1.75B. ― $147.51B.

What is the most volatile ETF?

The largest Volatility ETF is the iPath Series B S&P 500 VIX Short Term Futures ETN VXX with $374.59M in assets. In the last trailing year, the best-performing Volatility ETF was SVIX at 90.48%.

Is there a minimum for SCHD?

SCHD - Profile

All index eligible stocks must have sustained at least 10 consecutive years of dividend payments, have a minimum float-adjusted market capitalization of $500 million USD and meet minimum liquidity criteria.

Is schd a buy or sell?

SCHD Signals & Forecast

The SCHWAB U.S. DIVIDEND EQUITY SCHWAB U.S. ETF holds buy signals from both short and long-term moving averages giving a positive forecast for the stock, but the ETF has a general sell signal from the relation between the two signals where the long-term average is above the short-term average.

How is schd taxed?

Schwab U.S. Dividend Equity ETF (SCHD)

The problem is that their distributions don't count under the qualified dividend rules and are taxed at income rates. You want your dividends to be considered qualified. Depending on your tax bracket, you could pay as little as 0% on these dividends.

Which stock has the highest dividend?

Comparison Results
NamePriceAnalyst Price Target
EOG EOG Resources$111.74$146.35 (30.97% Upside)
ET Energy Transfer$12.89$16.88 (30.90% Upside)
HESM Hess Midstream Partners$28.66$34.83 (21.53% Upside)
ARCC Ares Capital$19.12$19.67 (2.88% Upside)
5 more rows

Is SCHD a conservative investment?

Combined with the above-average dividend yield and reliable income growth that we have seen since inception, this makes SCHD a suitable choice for conservative income investors that want to own a sleep-well-at-night income investment vehicle.

Should you hold ETFs long term?

ETFs are very safe and are an excellent option for long-term investments. According to experts, ETFs are not that volatile and show a slight change in their prices compared to stocks and indices because they are diversified and pooled investments of many investors.

What is SCHD maximum drawdown?

Max Drawdown Definition

Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.

What is the prediction for the SCHD 2023?

Prediction based on Rule 16 of the current Schwab contract

Based on the Rule 16, the options market is currently suggesting that Schwab US Dividend will have an average daily up or down price movement of about 0.86% per day over the life of the 2023-06-16 option contract. With Schwab US trading at USD71.

Why buy SCHD?

SCHD provides a diversified and low-cost option for investors seeking both yield and dividend growth, making it a strong long-term investment choice.

How long has SCHD been around?

Since its inception in 2011, SCHD has delivered an average annual return of 13.5%. Over the past 10 years, it has beaten the average annual return of Morningstar's Large Value category by more than 2.5%. If you're looking to add a great dividend ETF to your portfolio, it's hard to find one better than this.

Should I buy SCHD in taxable account?

If you hold SCHD in a taxable account and are in a high tax bracket: SCHD may also be a better option than treasuries as treasury income is taxed at ordinary Federal tax rates, though unlike CDs, treasury income is exempt from state taxes.

Is SCHD an ETF or index fund?

Schwab U.S. Dividend Equity ETF™ SCHD. 3,245,158 Below Avg.

Is SCHD a passive fund?

Schwab US Dividend Equity ETF™ (SCHD) is a passively managed U.S. Equity Large Value exchange-traded fund (ETF).

Is SCHD a managed ETF?

The Schwab U.S. Dividend Equity ETF (SCHD) was launched on 10/20/2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

What is a good price for SCHD?

The average price target for SCHD is $81.26. This is based on 899 Wall Streets Analysts 12-month price targets, issued in the past 3 months. The highest analyst price target is $97.44 ,the lowest forecast is $65.56. The average price target represents N/A Increase from the current price of N/A.

Which Schwab index fund is best?

The Best Schwab Mutual Funds of June 2023
  • Schwab S&P 500 Index Fund (SWPPX) ...
  • Schwab U.S. Aggregate Bond Index Fund (SWAGX) ...
  • Schwab Tax-Free Bond Fund (SWNTX) ...
  • Schwab Fundamental US Small Company Index Fund (SFSNX) ...
  • Schwab MarketTrack Balanced Portfolio (SWBGX) ...
  • Schwab International Index Fund (SWISX)

Which is better vig or SCHD?

VIG - Volatility Comparison. Schwab US Dividend Equity ETF (SCHD) has a higher volatility of 4.04% compared to Vanguard Dividend Appreciation ETF (VIG) at 3.62%. This indicates that SCHD's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure.

Why is SCHD so good?

The good news is that SCHD remains a top flight choice for dividend investors. Its focus on long-term dividend histories, quality financial statements & fundamentals and above average yield makes it one of the few ETFs that hit all three pillars of dividend investing.

Is SCHD a good long-term investment?

Find out why the SCHD ETF is an excellent choice for any long-term investor. The Schwab U.S. Dividend Equity ETF (SCHD 1.96%) is an excellent core position for dividend growth investors and growth stock investors alike. Albert Einstein reputedly said, "Compound interest is the eighth wonder of the world.

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