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
$34.80
(-0.80%)
As of 2026-09-04
Latest distribution
$0.2530
Ex-date 2026-06-24
Estimated forward yield
3.16%
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
+13.1%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 yield3.41%+0.25ppTTM yield2.75%-0.25ppTotal return CAGR+19.22%+3.07pp
VIGExposureDividend EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.70%-1.46ppTTM yield1.48%-1.52ppTotal return CAGR+16.11%-0.04pp
DGROExposureDividend EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield1.74%-1.42ppTTM yield1.87%-1.13ppTotal return CAGR+17.63%+1.48pp
TEQIExposureDividend EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.53%-1.63ppTTM yield1.46%-1.54ppTotal return CAGR+16.96%+0.81pp
HEDJExposureDividend EquityBenchmarkOtherSupport riskLowStabilityLowForward yield6.87%+3.71ppTTM yield1.77%-1.23ppTotal return CAGR+14.88%-1.27pp
FDVExposureDividend EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield1.39%-1.77ppTTM yield2.70%-0.30ppTotal return CAGR+16.06%-0.09pp
SCHVExposureBroad EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield1.82%-1.34ppTTM yield1.77%-1.23ppTotal return CAGR+17.82%+1.67pp
SPHDExposureDividend EquityBenchmarkS&P 500Support riskLowStabilityMediumForward yield4.96%+1.80ppTTM yield4.66%+1.66ppTotal return CAGR+13.05%-3.10pp
DIAExposureBroad EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.99%-2.17ppTTM yield1.38%-1.62ppTotal return CAGR+17.06%+0.91pp
SCAPExposureDividend EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield7.63%+4.47ppTTM yield7.36%+4.36ppTotal return CAGR+17.33%+1.18pp
SCHGExposureGrowth EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.41%-2.75ppTTM yield0.37%-2.63ppTotal return CAGR+23.43%+7.28pp
IDVExposureInternational EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield9.88%+6.72ppTTM yield5.08%+2.08ppTotal return CAGR+26.62%+10.47pp
AAUAExposureDividend EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-3.00ppTotal return CAGR+42.15%+26.00pp