From Yahoo Finance · · 1m
SCHD Beats 226 Funds Over 15 Years
SCHD outperformed 226 of 237 active dividend funds for 15 years with low fees.
In brief
SCHD outperformed 226 of 237 active dividend funds for 15 years with low fees. SCHD beat 226 of 237 active dividend funds over 15 years but trails in long-term returns. Originally reported by Yahoo Finance.
SCHD's 15-Year Performance
SCHD outperformed 226 of 237 active dividend funds from August 31, 2011 through June 30, 2026.
SCHD's Low Fee Structure
Schwab charges 0.06% annually to run SCHD, a rock-bottom fee for dividend strategies.
Short-Term vs Long-Term Results
SCHD returned 30.2% in the past year but trailed VYM's 76.9% gain over five years.
SCHD's Composition
SCHD holds zero international stocks and underweights mega-cap tech, favoring financials, healthcare, and energy.
Top Holdings
Top holdings include Qualcomm at 6.7%, Texas Instruments at 5.9%, and UnitedHealth at 5.1%.
Distribution Volatility
The latest distribution dropped to $0.2525 from $0.2569, showing variable payouts.
SCHD's Role in Portfolios
SCHD suits a 5 to 10 percent income sleeve but not core growth strategies.
What matters most
SCHD beat 226 of 237 active dividend funds over 15 years but trails in long-term returns.
