SCHD
etf61Schwab US Dividend Equity ETF
Dividend Equity
Snapshot
Screens for quality US companies with sustained dividends and healthy fundamentals. A popular core for dividend-growth investors.
Long-Term Total Return
iDecade-scale view, dividends reinvested, vs. the S&P 500.
Growth of $10,000 invested at the start of the period, total return (price + reinvested dividends). Illustrative.
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 indexFund age 13y
Sector Exposure
- Financials18%
- Health Care16%
- Consumer Staples14%
- Industrials13%
- Energy11%
- Other28%
Geographic Exposure
- United States100%
Moat Analysis
iA 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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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.