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Upturn AI SWOT - About
Schwab U.S. Dividend Equity ETF (SCHD)
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Upturn Advisory Summary
04/01/2025: SCHD (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -3.07% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 15921736 | Beta 0.77 | 52 Weeks Range 24.25 - 29.18 | Updated Date 04/2/2025 |
52 Weeks Range 24.25 - 29.18 | Updated Date 04/2/2025 |
Upturn AI SWOT
Schwab U.S. Dividend Equity ETF
ETF Overview
Overview
The Schwab U.S. Dividend Equity ETF (SCHD) seeks to track the total return of the Dow Jones U.S. Dividend 100 Index, which measures the performance of high dividend yield stocks in the United States. It primarily focuses on large-cap dividend-paying companies with strong financial health. The investment strategy involves a rules-based approach to selecting companies with consistent dividend payments and financial stability.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm known for its low-cost investment products and client-focused approach.
Management Expertise
Schwab Asset Management has a team of experienced investment professionals managing a wide range of ETFs and mutual funds.
Investment Objective
Goal
To track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.
Investment Approach and Strategy
Strategy: Tracks the Dow Jones U.S. Dividend 100 Index.
Composition Primarily holds U.S. dividend-paying stocks.
Market Position
Market Share: SCHD has a significant market share within the dividend equity ETF space.
Total Net Assets (AUM): 54880000000
Competitors
Key Competitors
- Vanguard Dividend Appreciation ETF (VIG)
- iShares Select Dividend ETF (DVY)
- SPDR S&P Dividend ETF (SDY)
Competitive Landscape
The dividend equity ETF market is competitive, with several large players offering similar strategies. SCHD's low expense ratio and focus on financial health provide a competitive edge. However, VIG's broader diversification and SDY's emphasis on long-term dividend growth are also attractive to some investors.
Financial Performance
Historical Performance: Historical performance data is readily available from various financial data providers.
Benchmark Comparison: The ETF's performance is typically compared to the Dow Jones U.S. Dividend 100 Index.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
SCHD exhibits high liquidity, reflected in a robust average daily trading volume.
Bid-Ask Spread
SCHD typically has a tight bid-ask spread, minimizing transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and dividend policies of underlying companies all influence SCHD's performance.
Growth Trajectory
SCHD's growth depends on the overall market performance of dividend-paying stocks and the continued appeal of dividend investing.
Moat and Competitive Advantages
Competitive Edge
SCHD's competitive advantages lie in its low expense ratio, its focus on financially sound dividend-paying companies, and the strong reputation of Schwab. Its rules-based approach provides transparency and consistency. The ETF's selection criteria prioritize companies with a history of consistent dividend payments and strong financial metrics. This emphasis on quality helps mitigate risk and provides a relatively stable income stream for investors.
Risk Analysis
Volatility
SCHD's volatility is generally moderate, reflecting the stability of dividend-paying stocks.
Market Risk
SCHD is subject to market risk, including fluctuations in stock prices and changes in dividend yields.
Investor Profile
Ideal Investor Profile
The ideal investor for SCHD is a long-term investor seeking income and capital appreciation.
Market Risk
SCHD is best suited for long-term investors and passive index followers.
Summary
Schwab U.S. Dividend Equity ETF (SCHD) offers investors a low-cost and efficient way to access a portfolio of high-quality, dividend-paying U.S. stocks. The ETF tracks the Dow Jones U.S. Dividend 100 Index and employs a rules-based approach focusing on financial health and consistent dividend payments. Its low expense ratio and strong performance make it a compelling choice for income-seeking investors. While subject to market risk, SCHD provides diversification and relative stability compared to growth-oriented investments.
Similar Companies
DGRO
iShares Core Dividend Growth ETF
DGRO
iShares Core Dividend Growth ETF
DVY
iShares Select Dividend ETF
DVY
iShares Select Dividend ETF
SDY
SPDR® S&P Dividend ETF
SDY
SPDR® S&P Dividend ETF
VIG
Vanguard Dividend Appreciation Index Fund ETF Shares
VIG
Vanguard Dividend Appreciation Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Dow Jones Indexes
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab U.S. Dividend Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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