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Schwab U.S. Dividend Equity ETF (SCHD)

77.48 -0.08 (-0.10%)
At close: April 26 at 4:00 PM EDT
77.49 +0.01 (+0.01%)
After hours: April 26 at 7:59 PM EDT

ETF Summary

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.

Risk Overview

Performance & Risk

YTD Return 2.56%
5y Average Return 11.38%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
SCHDCategory AverageSCHDCategory AverageSCHDCategory Average
Alpha -2.12 -0.96 -0.37 -2.78 0.1 -2.78
BETA 0.76 0.83 0.88 0.94 0.88 0.95
Mean Annual Return 0.67 0.82 1.15 1.02 1.01 0.83
R-squared 73.57 78.1 81.66 83.03 83.85 84.03
Standard Deviation 15.45 16.49 17.79 19.03 14.58 15.69
Sharpe Ratio 0.33 0.42 0.65 0.53 0.73 0.55
Treynor Ratio 5.42 7.17 12.22 9.26 11.49 8.11

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