Disclaimer: The TipRanks Smart Score performance is based on backtested results. Backtested performance is not an indicator of future actual results. The results reflect performance of a strategy not historically offered to investors and does not represent returns that any investor actually attained. Backtested results are calculated by the retroactive application of a model constructed on the basis of historical data and based on assumptions integral to the model which may or may not be testable and are subject to losses. General assumptions include: XYZ firm would have been able to purchase the securities recommended by the model and the markets were sufficiently liquid to permit all trading. Changes in these assumptions may have a material impact on the backtested returns presented. Certain assumptions have been made for modeling purposes and are unlikely to be realized. No representations and warranties are made as to the reasonableness of the assumptions. This information is provided for illustrative purposes only. Backtested performance is developed with the benefit of hindsight and has inherent limitations. Specifically, backtested results do not reflect actual trading or the effect of material economic and market factors on the decision-making process. Since trades have not actually been executed, results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity, and may not reflect the impact that certain economic or market factors may have had on the decision-making process. Further, backtesting allows the security selection methodology to be adjusted until past returns are maximized. Actual performance may differ significantly from backtested performance. Backtested results are adjusted to reflect the reinvestment of dividends and other income and, except where otherwise indicated, are presented gross-of fees and do not include the effect of backtested transaction costs, management fees, performance fees or expenses, if applicable. Please note all regulatory considerations regarding the presentation of fees must be taken into account. No cash balance or cash flow is included in the calculation.
FAQs
Schwab US Dividend Equity ETF (SCHD) Stock Forecast, Price Targets & Predictions - TipRanks.com? ›
SCHD 12 Month Forecast
How high will a SCHD go? ›SCHD Signals & Forecast
On further gains, the ETF will meet resistance from the short-term Moving Average at approximately $83.22. On a fall, the ETF will find some support from the long-term average at approximately $81.93.
To predict the price for SCHD in 2025, we can extrapolate the AI price target. This approach projects SCHD's price to reach $86.69.
Is the Schwab US dividend equity ETF good? ›The Schwab U.S. Dividend Equity ETF can be a good investment. Over the last decade, the fund has delivered an 11% annualized total return, roughly matching the returns of the Dow Jones U.S. Dividend 100 Index (11.1% average annual total return).
How often does SCHD etf pay dividends? ›SCHD Dividend Information
The dividend is paid every three months and the last ex-dividend date was Jun 26, 2024.
SCHD has a consensus rating of Moderate Buy which is based on 52 buy ratings, 42 hold ratings and 7 sell ratings. What is SCHD's price target? The average price target for SCHD is $87.88. This is based on 101 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
Why is a SCHD struggling? ›Over the last five years, Eli Lilly and Company (LLY), Microsoft Corporation (MSFT), and NVIDIA Corporation (NVDA) have smashed the returns of SCHD due to the obsessive focus on investing in stocks with growing large dividends and ignoring the weak underlying fundamentals.
Is a SCHD or voo better? ›VOO has an advantage in expense ratio, with an expense ratio of 0.03%, whereas SCHD has an expense ratio of 0.06%, which is double the cost of VOO. The industry average expense ratio is 0.25%, and VOO and SCHD are relatively inexpensive compared to other ETFs.
Which dividend ETF is best? ›| High-Dividend ETF | Expense Ratio | Trailing-12-Month (TTM) Dividend Yield* |
|---|---|---|
| Franklin Income Focus ETF (INCM) | 0.38% | 5.4% |
| Invesco High Yield Equity Dividend Achievers ETF (PEY) | 0.53% | 4.7% |
| Global X Alternative Income ETF (ALTY) | 0.50% | 7.0% |
| Virtus Private Credit ETF (VPC) | 9.72% | 10.3% |
| ETF | Assets Under Management | Expense Ratio |
|---|---|---|
| iShares Bitcoin Trust ETF (ticker: IBIT) | $22.6 billion | 0.12% |
| Global X Defense Tech ETF (SHLD) | $470 million | 0.50% |
| iShares MSCI Global Gold Miners ETF (RING) | $566 million | 0.39% |
| iShares U.S. Insurance ETF (IAK) | $610 million | 0.39% |
What is a SCHD 10 year return? ›
The 10 year total return for SCHD stock is 199.13%. The TTM total return compound annual growth rate for SCHD stock is 16.23%.
Which Schwab ETF pays the highest dividend? ›| Symbol Symbol | ETF Name ETF Name | Annual Dividend Yield % Annual Dividend Yield % |
|---|---|---|
| SCHD | Schwab US Dividend Equity ETF | 3.39% |
| SCHY | Schwab International Dividend Equity ETF | 4.61% |
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How often should you rebalance your SCHD? ›The index composition is reviewed annually and rebalanced quarterly.
What stock pays the best monthly dividends? ›| Monthly Dividend Stock | Trailing-12-month Dividend Yield* |
|---|---|
| Gladstone Capital Corp. (ticker: GLAD) | 8.8% |
| Dynex Capital Inc. (DX) | 10.8% |
| Horizon Technology Finance Corp. (HRZN) | 12% |
| Realty Income Corp. (O) | 5% |
The 10 year total return for SCHD stock is 194.20%. The TTM total return compound annual growth rate for SCHD stock is 14.86%. The 3 year total return compound annual growth rate for SCHD stock is 5.66%. The 5 year total return compound annual growth rate for SCHD stock is 13.30%.
What is the expected dividend growth rate for SCHD? ›| Type | Grade | SCHD |
|---|---|---|
| Dividend Yield (TTM) | B | 3.41% |
| Dividend Growth Rate (TTM) | C | 8.86% |
| Dividend Growth Rate 3Y (CAGR) | view ratings | 9.00% |
| Dividend Growth Rate 5Y (CAGR) | view ratings | 12.88% |
Summary. The Schwab US Dividend Equity ETF (SCHD) is a decent dividend ETF choice but is overrated due to past performance-driven buying. The surge in assets into SCHD is likely a result of recency bias and marketing rather than its exceptional performance.