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Performance of SCHD Schwab U.S. Dividend Eq.. | 17.6% in 12m

Compare SCHD with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?

Compare Schwab U.S. Dividend Eq.. with its related Sector/Index SPY

Compare Schwab U.S. Dividend Eq.. with its related Sector/Index SPY

Performance Duell SCHD vs SPY

TimeFrame SCHD SPY
1 Day 0.10% 0.14%
1 Week 0.65% 1.64%
1 Month 4.47% 6.93%
3 Months 4.85% 6.91%
6 Months 14.1% 17.39%
12 Months 17.6% 28.31%
YTD 5.23% 12.37%
Rel. Perf. 1m -0.01
Rel. Perf. 3m -0.65
Rel. Perf. 6m -0.33
Rel. Perf. 12m -0.86

Is Schwab U.S. Dividend Eq.. a good stock to buy?

Yes. Based on ValueRay Analyses, Schwab U.S. Dividend Eq.. (NYSE ARCA:SCHD) is currently (May 2024) a good stock to buy. It has a ValueRay Growth Rating of 7.66 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHD as of May 2024 is 78.90. This means that SCHD is currently overvalued and has a potential downside of -1.47% (Sold with Premium).

Is SCHD a buy, sell or hold?

Schwab U.S. Dividend Eq.. has no consensus analysts rating. ValueRay therefore judges the recommendation based on the last 12 Month Returns of 17.62%.

In compare to SPDR S&P 500 Trust, SCHD made -10.69% less over the last 12 months. Due to the underperformance, it is recommend to sell SCHD.
Values above 0%: SCHD is performing better - Values below 0%: SCHD is underperforming

Compare SCHD with Broad Market Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0.99% -2.46% -3.34% -10.69%
US NASDAQ 100 QQQ -1.31% -4.48% -2.01% -17.53%
US Dow Jones Industrial 30 DIA -0.74% -0.99% -0.73% -4.29%
German DAX 40 DBXD 0.89% -0.68% -3.11% 3.24%
UK FTSE 100 ISFU -0.89% -5.08% -2.19% 2.97%
Shanghai Shenzhen CSI 300 CSI 300 -0.50% -0.26% 11.93% 24.90%
Hongkong Hang Seng HSI -1.50% -18.39% 10.36% 23.03%
Japan Nikkei 225 EXX7 -0.41% 3.59% 2.27% 6.89%
India NIFTY 50 INDA -1.77% 1.27% -3.53% -12.20%
Brasil Bovespa EWZ 0.74% 1.18% 17.81% 4.91%

SCHD Schwab U.S. Dividend Eq.. vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.54% 0.52% -3.13% -18.16%
Consumer Discretionary XLY 0.18% -0.80% 7.26% -1.21%
Consumer Staples XLP -0.40% -0.59% -0.27% 11.59%
Energy XLE -0.82% 4.48% 0.09% -5.74%
Financial XLF -1.34% -0.76% -7.88% -15.04%
Health Care XLV -1.34% -0.83% -0.26% 4.37%
Industrial XLI 0.51% 0.44% -5.28% -10.09%
Materials XLB 0.25% 0.88% -1.77% -1.98%
Real Estate XLRE -1.59% -3.56% 5.25% 6.76%
Technology XLK -1.92% -5.55% -0.61% -17.98%
Utilities XLU -0.85% -6.09% -4.51% 4.43%
Aerospace & Defense XAR -0.42% -3.89% -0.20% -6.81%
Biotech XBI -0.80% -5.61% -10.04% 10.79%
Homebuilder XHB 0.07% -2.53% -16.21% -33.23%
Retail XRT 1.13% -2.22% -6.05% -11.88%

SCHD Schwab U.S. Dividend Eq.. vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -0.45% 6.85% 7.59% -2.83%
Natural Gas UNG -9.69% -27.07% 34.33% 53.61%
Gold GLD -2.77% 3.28% -7.92% -4.17%
Silver SLV -10.94% -5.42% -19.98% -14.08%
Copper CPER -5.01% -6.53% -17.61% -18.40%

Returns of SCHD vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -0.50% 1.60% 11.17% 23.79%
iShares High Yield Corp. Bond HYG 0.13% 2.22% 7.60% 6.95%
Does Schwab U.S. Dividend Eq.. outperform its market, is SCHD a Sector Leader?
No, over the last 12 months Schwab U.S. Dividend Eq.. (SCHD) made 17.62%, while its related Sector, the SPDR S&P 500 Trust (SPY) made 28.31%.
Over the last 3 months SCHD made 4.85%, while SPY made 6.91%.
Period SCHD SPY S&P 500
1 Month 4.47% 6.93% 6.93%
3 Months 4.85% 6.91% 6.91%
12 Months 17.62% 28.31% 28.31%