(SCHD) Schwab U.S. Dividend - Performance 4.5% in 12m
Compare SCHD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
72.08%
#61 in Group
Rel. Strength
49.21%
#4055 in Universe
Total Return 12m
4.48%
#105 in Group
Total Return 5y
86.64%
#59 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SCHD (4.5%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: SCHD vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for SCHD
| Total Return (including Dividends) | SCHD | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -7.65% | -3.18% | -0.87% |
| 3 Months | -6.39% | -8.41% | -7.58% |
| 12 Months | 4.48% | 9.20% | 11.88% |
| 5 Years | 86.64% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | SCHD | DIA | S&P 500 |
| 1 Month | 4.40% | -2.7% | 23% |
| 3 Months | -55.3% | -91.1% | -88.5% |
| 12 Months | 50.8% | 61.2% | 55.1% |
| 5 Years | 85.0% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #131 | -4.62% | -6.85% |
| 3 Month | #89 | 2.21% | 1.29% |
| 12 Month | #105 | -4.33% | -6.61% |
| 5 Years | #84 | -0.53% | -11.3% |
FAQs
Does SCHD Schwab U.S. Dividend outperforms the market?
No,
over the last 12 months SCHD made 4.48%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months SCHD made -6.39%, while DIA made -8.41%.
Over the last 3 months SCHD made -6.39%, while DIA made -8.41%.
Performance Comparison SCHD vs Indeces and Sectors
SCHD vs. Indices SCHD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.00% | -6.78% | -4.99% | -7.40% |
| US NASDAQ 100 | QQQ | -3.03% | -9.05% | -5.42% | -8.19% |
| US Dow Jones Industrial 30 | DIA | -1.06% | -4.47% | -4.90% | -4.72% |
| German DAX 40 | DAX | -3.76% | -8.76% | -21.8% | -18.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.96% | -4.83% | -2.0% | -1.48% |
| Hongkong Hang Seng | HSI | -1.01% | -7.71% | -6.91% | -9.41% |
| India NIFTY 50 | INDA | 0.84% | -11.7% | -5.28% | 1.41% |
| Brasil Bovespa | EWZ | -1.20% | -12.3% | -8.69% | 10.3% |
SCHD vs. Sectors SCHD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.88% | -6.57% | -10.8% | -17.4% |
| Consumer Discretionary | XLY | -5.36% | -8.47% | -6.73% | -7.10% |
| Consumer Staples | XLP | 2.79% | -7.12% | -9.19% | -5.44% |
| Energy | XLE | -0.08% | 3.82% | -2.56% | 15.8% |
| Financial | XLF | -1.63% | -5.36% | -11.4% | -16.8% |
| Health Care | XLV | -1.55% | -3.04% | -1.49% | 3.70% |
| Industrial | XLI | -2.96% | -7.05% | -3.69% | -2.60% |
| Materials | XLB | -0.99% | -4.72% | 3.60% | 10.2% |
| Real Estate | XLRE | -0.14% | -5.88% | -2.30% | -10.9% |
| Technology | XLK | -7.08% | -8.92% | 3.23% | -0.44% |
| Utilities | XLU | -0.10% | -8.22% | -8.42% | -17.3% |
| Aerospace & Defense | XAR | -5.91% | -14.6% | -15.4% | -21.5% |
| Biotech | XBI | -3.89% | -8.61% | 10.1% | 8.59% |
| Homebuilder | XHB | -0.28% | -4.55% | 11.3% | 13.9% |
| Retail | XRT | -1.12% | -7.52% | 1.12% | 8.68% |