SCHD (NYSE) - Schwab U.S. Dividend Equity

Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US8085247976 • Large Value
To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks. ‣ Company URL: ‣ Domicile: United States

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for SCHD (NYSE) - Schwab U.S. Dividend Equity


Market Cap in USD 48,064m
Category Large Value
TER 0.06%
IPO / Inception 2011-10-20


Fundamental -
Dividend 8.94
Performance 5y 5.85
Rel. Performance vs Sector -0.28
Analysts -
Fair Price Total Ret. 70.88
Fair Price DCF todo


Growth TTM -5.17%
CAGR 5y 10.57%
CAGR / Mean Drawdown 2.24
Sharpe Ratio TTM -0.79
Alpha vs SP500 TTM -17.66
Beta vs SP500 5y weekly 0.85
CAPM 7.58%
Average Daily Range 2m 0.99%
Reversal Oscillator 89.18
Volatility GJR Garch 1y 12.41%
Price / SMA 50 3.06%
Price / SMA 200 1.39%
Current Volume 3202.2k
Average Volume 20d 3593.5k


Yield TTM 3.67%
Yield on Cost 5y 6.08%
Dividends CAGR 5y 12.22%
Consistency of Dividends all time 100.0%