Schwab U.S. Dividend Equity ETF (NYSE: SCHD) generally invests in stocks 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. These stocks are 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.
FUND OVERVIEW
- Net Assets: 68 Billion
- NAV: 28.81
- PE Ratio: 5.47
- Yield: 3.31%
- YTD Daily Total Return: 16.71%
- Expense Ratio: 0.06%
Top 10 Holdings (40.57% of Total Assets)
Bristol-Myers Squibb Company 4.45%
Verizon Communications Inc. 4.02%
Texas Instruments Incorporated 3.70%
United Parcel Service, Inc. 3.70%
The Schwab U.S. Dividend Equity ETF is one of the most popular dividend ETFs in the market today, with a massive $68 billion in assets under management (AUM). This well-known bullish dividend ETF isbased on the strength of its attractive yield, its diversified portfolio of highly rated dividend stocks, and an ultra-low expense ratio. SCHD has generated solid returns for its shareholders over the years. As of September 30th, the ETF has produced a three-year annualized return of 8.2%, a five-year annualized return of 13.0%, and a 10-year annualized return of 11.7%.
Therefore, this is one of the best dividend ETF to own for long term.