Schwab US Dividend Equity ETF (SCHD)

Schwab US Dividend Equity ETF — analysis

In the dividend group, Schwab US Dividend Equity ETF (SCHD) has gathered $5.0B. The cost line is 62 bps per year, the benchmark is Index Benchmark, and the fund has traded since 2018.

On the ValueMarkers VMCI-Composite read, SCHD scores 63/100. The score is the weighted average of the underlying VMCI ratings across the top 10 holdings, which together represent roughly 30% of the fund. That places SCHD in above-average composite quality territory inside the Dividend cohort.

SCHD compounded at 13.9% per year over the trailing five years, which compares to 12.0% on the benchmark. The 1.9-pp gap captures expense drag plus any active deviation in the strategy.

Trailing yield on SCHD is 2.40%, with distributions growing at 11.9% annualized over five years. That combination is the simplest read on whether the fund is structured for current income or distribution growth.

SCHD weight stack: top 10 names equal 30%, sector tilt Technology 30%, single-name concentration peaks at AAPL (3.45%). Those three numbers describe the fund's risk shape on a single screen.

Peer ETFs covering the same mandate as SCHD: VYM, NOBL, VIG. The practical comparison runs on issuer reliability, expense ratio, holdings concentration, and tax efficiency, all of which ValueMarkers surfaces on the individual ETF pages.