SCHDSchwab U.S. Dividend Equity ETF

Grow my money Get income#18 of 1640 for Get income

Tracks the total return of the Dow Jones U.S. Dividend 100 Index before fees and expenses.

Schwab ETFs · Since 2011 (14 years)

Annual Cost

0.06%

#163 out of 5,332 ETFs

Fund Size

$84.8B

#28 out of 5,332 ETFs

Dividend Yield

3.44%

Track Record

14 years

#951 out of 5,332 ETFs

Performance

1 Year

+28.2%

3 Years

+14.6%

5 Years

+8.8%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

large

Factor

dividend

Asset allocation

Stocks

99.9%

Cash

0.1%

Sector breakdown

Consumer Defensive

19.6%

Healthcare

18.6%

Energy

17.3%

Technology

14.4%

Financial Services

8.9%

Industrials

7.9%

Communication

7.0%

Consumer Cyclical

6.3%

Other

0.0%

Top holdings

Chevron CorpCVX4.7%

ConocoPhillipsCOP4.3%

Verizon Communications IncVZ4.1%

Merck & Co IncMRK4.1%

Coca-Cola CoKO4.0%

PepsiCo IncPEP4.0%

Texas Instruments IncTXN3.8%

Amgen IncAMGN3.8%

Procter & Gamble CoPG3.8%

Abbott LaboratoriesABT3.7%

Risk profile

Volatility (1Y)

11.6%

Moderate

Max drawdown

-33.4%

Worst peak-to-trough loss

Sharpe (3Y)

0.83

Decent risk-adjusted returns

Sortino (3Y)

1.22

Good downside protection

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