SCHDSchwab U.S. Dividend Equity ETF
Issuer： Charles Schwab· Type： ETF
Positioning： Growth
Underlying exposure
U.S. dividend-paying equities selected from the Dow Jones U.S. Dividend 100 Index.
Strategy brief
Index ETF tracking high-quality U.S. dividend stocks with a focus on dividend sustainability and fundamentals.
Latest close
$33.10
(-0.54%)
As of 2026-09-24
Latest distribution
$0.2670
Ex-date 2026-09-23
Estimated forward yield
3.17%
Listed date
2011-10-20
Expense ratio
0.06%
Payout frequency
Quarterly
History
Latest signal snapshot·2026-08
Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.
TTM yield
3.00% / annualized
TTM yield in the latest monthly snapshot.
Yield signalLow
Price CAGR
11.99% / annualized
Recent annualized share price change, excluding distributions.
Price CAGR signalHigh
Payout Support
+16.7%Return gap
No major payout-support issue detected in the latest window.
Payout support riskLow
Stability
Summarizes recent price stability using volatility, beta, and drawdown.
Stability signalLow
Sufficient history
Latest window: sufficient historyHistory
Each monthly point below is still calculated using the rolling 3-year window; this control only changes how much history you view.
Historical signalsLast 1 year · Monthly
Metrics historyLast 1 year · Monthly
Funds similar to SCHD
Screened alternatives based on fund profile, payout support, stability, and yield/return that is not meaningfully lower.
Screened forTypeETFIncome engineDividendPositioningGrowthCash bufferNoMatches current fund criteria
SCHD is always included. Add up to 2 similar funds to compare.
Compare list0/2 selected
TickerExposureBenchmarkSupport riskStabilityForward yieldTTM yieldTotal return CAGR
FDVVExposureDividend EquityBenchmarkOtherSupport riskLowStabilityLowForward yield2.31%-0.86ppTTM yield2.75%-0.25ppTotal return CAGR+19.22%-0.49pp
DGROExposureDividend EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield1.97%-1.20ppTTM yield1.87%-1.13ppTotal return CAGR+17.63%-2.08pp
RDIVExposureDividend EquityBenchmarkOtherSupport riskLowStabilityLowForward yield3.46%+0.29ppTTM yield3.45%+0.45ppTotal return CAGR+21.37%+1.66pp
TEQIExposureDividend EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.54%-1.63ppTTM yield1.46%-1.54ppTotal return CAGR+16.96%-2.75pp
VIGExposureDividend EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.70%-1.47ppTTM yield1.48%-1.52ppTotal return CAGR+16.11%-3.60pp
HEDJExposureDividend EquityBenchmarkOtherSupport riskLowStabilityLowForward yield6.87%+3.70ppTTM yield1.77%-1.23ppTotal return CAGR+14.88%-4.83pp
SCHVExposureBroad EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield1.91%-1.26ppTTM yield1.77%-1.23ppTotal return CAGR+20.17%+0.46pp
FDVExposureDividend EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield1.38%-1.79ppTTM yield2.70%-0.30ppTotal return CAGR+16.06%-3.65pp
DIAExposureBroad EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield2.76%-0.41ppTTM yield1.38%-1.62ppTotal return CAGR+17.06%-2.65pp
SCHGExposureGrowth EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.41%-2.76ppTTM yield0.37%-2.63ppTotal return CAGR+24.15%+4.44pp
SCAPExposureDividend EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield7.63%+4.46ppTTM yield7.36%+4.36ppTotal return CAGR+17.33%-2.38pp
IDVExposureInternational EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield4.73%+1.56ppTTM yield5.07%+2.07ppTotal return CAGR+26.62%+6.91pp
AAUAExposureDividend EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-3.00ppTotal return CAGR+42.15%+22.44pp