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SCHD

etf61Conservative

Schwab US Dividend Equity ETF

Dividend Equity

$28.00
AUM $65.00B
Log paper trade

Snapshot

Screens for quality US companies with sustained dividends and healthy fundamentals. A popular core for dividend-growth investors.

Expense Ratio
0.06%
10Y Return
11.0%
annualized
15Y Return
—
annualized
20Y Return
—
annualized
Yield
3.5%
Holdings
100
AUM
$65.00B
Turnover
30%
Tracking Err.
0.20%
Structure
Passive

Long-Term Total Return

Decade-scale view, dividends reinvested, vs. the S&P 500.

SCHD2.9×S&P 5002.4×

Growth of $10,000 invested at the start of the period, total return (price + reinvested dividends). Illustrative.

Risk Profile

Conservative

Lower volatility, steadier — capital preservation and income.

Volatility
13%
Beta
0.80
Max Drawdown
-19%
1Y Return
+14%
momentum

2–5 Year Outlook

Hypothetical bear / base / bull scenarios — not a prediction.

Hypothetical 5-year scenarios for $10,000 invested today.

ScenarioAnnualizedTotal return$10,000 →
Bull
15%/yr total return
+15.0%/yr+101%$20,114
Base
11%/yr total return (≈ long-run trend)
+11.0%/yr+69%$16,851
Bear
6%/yr total return
+6.0%/yr+34%$13,382

Projected from the fund's long-run total-return trend, widened by its volatility.

Hypothetical scenarios, not a forecast. These ranges are modeled from illustrative assumptions about growth and valuation — not predictions, price targets, or a recommendation to buy or sell. Real outcomes vary widely and can be negative. Not investment advice.

Technical Indicators

Objective price signals — moving averages, RSI, 52-week range — to interpret, not act on.

UptrendRSI 433% off 52W high
SCHD price50-day avg200-day avg

Illustrative daily prices (last ~9 months) with 50- and 200-day moving averages.

52W High
$28.96
52W Low
$26.01
50-day avg
$28.08
200-day avg
$27.65
  • Trading above its 50- and 200-day moving averages — a textbook uptrend.
  • RSI 43 — neutral (neither overbought nor oversold).
  • 3% below its 52-week high.
  • MACD is below its signal line (negative momentum).

Technical indicators are objective descriptions of price behavior, not signals to act on. They are computed from illustrative sample prices and say nothing about a company's value. Not investment advice.

Fund Facts

Expense ratio
0.06%
Lower compounds to more wealth over decades
30-day yield
3.5%
Holdings
100
Turnover
30%
Proxy for tax efficiency
Tracking error
0.20%
Structure
Passive index
Fund age 13y

Sector Exposure

  • Financials18%
  • Health Care16%
  • Consumer Staples14%
  • Industrials13%
  • Energy11%
  • Other28%

Geographic Exposure

  • United States100%

Moat Analysis

4 / 5

A rules-based quality-and-dividend screen tilts toward financially healthy payers, blending income with reasonable growth at low cost.

Risk Factors

What could impair the long-term thesis.

  • Sector tilts (light on tech) can lag in growth markets
  • Value/dividend factor can underperform
  • Rate sensitivity

Hypothetical Growth

What a past investment would be worth today.

Hypothetical growth calculator

See what an investment made years ago would be worth today, vs. the S&P 500 — a Premium tool.

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$9/mo or $84/yr · cancel anytime

Forward Scenario Modeler

Project a starting investment across multi-decade horizons.

Forward scenario modeler

Model conservative, base, and optimistic returns across 10–40 year horizons with Premium.

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Data as of 2025-12-31. Illustrative sample data for research & education — not live market data, and not a recommendation to buy or sell SCHD.