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ETFs

Schwab US Dividend Equity ETF

SCHD
$—
Today’s Change
— (—)

Snapshot
*

Inception Date
Oct 20, 2011
Expense Ratio
0.06%
Type
US Equities
Fund Owner
Schwab
Volume (1m avg. daily)
$191,902,599
AUM
$47,737,029,197
Associated Index
Dow Jones U.S. Dividend 100 Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

AMGN
AMGEN Inc.
4.34%
ABBV
Abbvie Inc
4.24%
PEP
PepsiCo Inc
4.05%
MRK
Merck & Co Inc
4.03%
CVX
Chevron Corp.
4.03%
KO
Coca-Cola Co
3.96%
VZ
Verizon Communications Inc
3.93%
TXN
Texas Instruments Inc.
3.85%
PFE
Pfizer Inc.
3.84%
AVGO
Broadcom Inc
3.84%
Invest with SCHD
Trade SCHD Options

What is SCHD?

The ETF seeks investment results that track, as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index. Provides exposure to high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends and have strong relative fundamental strength based on select financial ratios.

1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade

SCHD
Performance Measures**

for the time period Oct 20, 2011 to Dec 5, 2025

Returns

1M Trailing Return: 4.3%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 1.2%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -33.4%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 15.6%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 0.83

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.37

The annualized return divided by the max drawdown for the selected time period.

ETFs related toSCHD

ETFs correlated to SCHD include VYM, SCHV, DTD

SCHD
Schwab Strategic Trust - Schwab US Dividend Equity ETF
VYM
Vanguard Group, Inc. - Vanguard High Dividend Yield Indx ETF
SCHV
Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
DTD
WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
VTV
Vanguard Group, Inc. - Vanguard Value ETF
DIVB
BlackRock Institutional Trust Company N.A. - iShares Core Dividend ETF
DGRO
BlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF
NULV
Nuveen Fund Advisors LLC - Nuveen ESG Large-Cap Value ETF
DLN
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
ILCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Value ETF
PRF
Invesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Trading Strategies
Related toSCHD

TQQQ FTLT OVERFIT (255.2% RR/46.4% Max DD)

Category

Leveraged ETFs, Tactical allocation, Trend following, Momentum/RSI, Mean reversion, Volatility hedge, Bonds, Tech-heavy

OOS Cumulative Return

578.12%

V1a Simple Portfolio (UVXY) + BB V3.0.4.2A merged with v4 Pops and V1 New SOXL + BB V3.0.4.2a merged with v2 TEC/SOX/HIB Baller - UVXY and V1 New SOXL Baller

Category

Market timing, leveraged ETFs, volatility hedge, tech/semis momentum, mean reversion, trend filter, risk-on/risk-off, sector rotation

OOS Cumulative Return

443.3%

Create your own algorithmic trading strategy with SCHD using Composer

FAQ

SCHD is a US Equities ETF. The ETF seeks investment results that track, as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index. Provides exposure to high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends and have strong relative fundamental strength based on select financial ratios.

SCHD tracks the Dow Jones U.S. Dividend 100 Index.

SCHD dividend information: Dividend - High Yield. Dividend payouts may vary in terms of frequency of payouts.

No, SCHD is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, SCHD is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on SCHD is -0.0122%. This is the percent change in the value of SCHD over the most recent 1-month period. The 3-month return on SCHD is 0.0148%. This is the percent change in the value of SCHD over the most recent 3-month period.

The standard deviation of SCHD for the past year is 0.1567%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to SCHD include SCDL, VIG, and DFAS.

ETFs correlated to SCHD include VYM, SCHV, and DTD.

ETFs that are inversely correlated to SCHD include SDOW, DOG, and DXD.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.