SCHD Performance: 27.3% Return (12 Months)

SCHD returned 27.3% over 12 months, in line with the S&P 500 (31.5%). Volatility: 11.7%.

RS IBD 32.83
Top 9% in Peers
Volatility 11.7%
Top 39% in Peers
Total Return 12m 27.27%
Top 62% in Peers
RS Rating 66.54
Top 9% in Peers
P/E
P/E Trailing -
P/E Forward -
High / Low 52w
52 Week High 31.59 USD
52 Week Low 23.42 USD
Sentiment
VRO Trend Strength ±100 35.13
Buy Signal ±3 0.10
Drawdowns 3y
Max Drawdown 16.13%
Mean Drawdown 3.47%
Compare performance with 43 peers in Large Value
12m Total Return: SCHD (27.3%) vs SPY (31.5%) Total Return of Schwab U.S. Dividend versus its related sector ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for SCHD Performance: 27.3% Return (12 Months)

Top Performer in Large Value (5/43)

Short Term Performance
SYMBOL 1W 1M 3M
FDL -0.43% 0.78% 12.48%
SCHD 0.26% -1.41% 10.42%
HDV -1.03% -1.24% 10.19%
AVLV 2.70% -1.07% 4.34%
VLUE 4.87% -1.21% 3.81%
DFLV 2.28% -1.01% 2.51%
Long Term Performance
SYMBOL 6M 12M 5Y
VLUE 15.34% 55.53% 58.29%
AVLV 12.13% 41.40% 70.25%
PVAL 8.91% 38.01% 94.73%
FDL 18.04% 34.54% 90.70%
DFUV 8.74% 34.40% 55.51%
SCHD 13.88% 27.27% 47.48%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
VLUE BATS
MSCI USA Value Factor		 9.94B -1.21% 55.5% 58.3% - - - - -
FDL NYSE ARCA
Morningstar Dividend Leaders		 7.31B 0.78% 34.5% 90.7% - - - - -
AVLV NYSE ARCA
American Century Trust		 10.5B -1.07% 41.4% 70.3% - - - - -
HDV NYSE ARCA
Core High Dividend		 13.4B -1.24% 25.8% 66.9% - - - - -
DFLV NYSE ARCA
Dimensional Trust		 5.29B -1.01% 33.7% 53.5% - - - - -
FNDX NYSE ARCA
Schwab Fundamental U.S.		 23.3B -1.64% 34.4% 75.4% - - - - -
PVAL NYSE ARCA
Putnam Focused Large Cap		 8.61B -1.42% 38.0% 94.7% - - - - -
FNDB NYSE ARCA
Schwab Fundamental U.S.		 1.12B -1.77% 34.3% 72.1% - - - - -
VYM NYSE ARCA
High Dividend Yield Shares		 71.3B -2.03% 30.7% 67.6% - - - - -
BKDV NYSE ARCA
BNY Mellon Trust II		 1.09B -1.75% 32.0% 20.5% - - - - -

Performance: SCHD vs S&P 500

Total Return vs S&P 500
PERIOD SCHD S&P 500 DIFFERENCE
1 Month -1.41% -3.48% 2.14%
3 Months 10.42% -4.38% 15.47%
6 Months 13.88% -1.79% 15.96%
12 Months 27.27% 31.52% -3.23%
5 Years 47.48% 72.80% -14.65%

SCHD Performance FAQ

Does SCHD outperform the market?

SCHD performs roughly in line with the market. Over the past 12 months, SCHD returned 27.27% compared to 31.52% for the S&P 500.

What is the SCHD return over the last 12 months?

SCHD has returned 27.27% over the past 12 months, including dividends. Over 3 months the return was 10.42%, and over 5 years 47.48%.

How risky is SCHD?

SCHD has relatively low risk with a maximum drawdown of 16.13% over the past 3 years. The average drawdown is 3.47%.

SCHD vs Sectors (12m)

Sorted by outperformance. Positive = SCHD beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP 18.8%
Health Care XLV 16.2%
Real Estate XLRE 14%
Financials XLF 13.2%
Consumer Discretionary XLY 6.6%
Communication Services XLC -2.2%
Communication Services XLC -2.2%
Materials XLB -6.9%
Industrials XLI -14.1%
Technology XLK -21.8%
Energy XLE -29%

SCHD vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -3.23%
Gold GLD -29.6%
Long-Term Bonds TLT 26.5%