Schwab US Dividend Equity ETF vs Upstart Holdings Inc — how do they compare? Schwab US Dividend Equity ETF trades at $32.81, while Upstart Holdings Inc trades at $29.3 (market cap $2.76B). The key difference: Schwab US Dividend Equity ETF is trading nearer its 52-week high, Upstart Holdings Inc nearer its low. Which is the better fit depends on your goals.
| SCHD | UPST | |
|---|---|---|
Sector | Broad Market / Factor | Financials |
52-Week High | $33.04 | $84.13 |
52-Week Low | $26.38 | $24.22 |
Market Cap | — | $2.76B |
Signals from Pluang's Aura AI — not financial advice
SCHD trades at $32.75, down 0.49% on the day, with strong technical momentum showing 17 bullish signals versus no sell signals. The ETF has delivered approximately 20% returns year-to-date in 2026, outperforming both the S&P 500 and Nasdaq-100. Recent news highlights SCHD's defensive sector allocation and dividend sustainability as key strengths amid market volatility.
The outlook remains positive given SCHD's focus on quality dividend stocks with 10+ years of payment history. Key opportunities include defensive positioning against AI bubble risks and consistent income generation. Risks include potential underperformance during growth stock rallies and sector concentration in healthcare and consumer defensive sectors.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
SCHD is an ETF that tracks the Dow Jones U.S. Dividend 100 Index. It selects high-quality companies with a consistent track record of paying dividends, focusing on financial strength metrics like cash flow to total debt and return on equity, and excluding REITs. The fund aims to provide both income and capital appreciation, making it a popular choice for long-term, dividend-focused investors.
Read more on SCHD →Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →