SCHD · Schwab U.S. Dividend Equity ETF
Issuer: Schwab Asset Management
A US-listed, passively managed ETF that seeks to track the Dow Jones U.S. Dividend 100 Index. It invests in roughly 100 US companies selected for dividend consistency and fundamental strength. Dividends are not guaranteed, and share prices fluctuate.
ETF · US ETF average
Long-term returns ★★★★★★★☆☆☆ Five-year cumulative total return of about 64%.
Stability ★★★★★★★★☆☆ Five-year drawdown near 19%; relatively defensive.
Costs ★★★★★★★★★★ Very low total expense ratio of 0.06%.
Upside potential ★★★★★★★★☆☆ About 37% total return over the latest year.
Liquidity ★★★★★★★★★☆ Around $800 million traded daily.
Performance
1-month total return: 8%
1-year total return: 37%
5-year total return: 64%
Stability
1-month MDD: -3%
1-year MDD: -8%
5-year MDD: -19%