Schwab US Dividend Equity ETF (SCHD) has been upgraded to a Buy due to its strong performance despite rising bond yields. The ETF's recent changes increased its technology sector exposure to over 16% while maintaining significant energy holdings, improving diversification and growth potential. Trading at just over 15 times earnings, SCHD offers a 3.3% dividend yield and trades at a discount compared to the S&P 500. This makes SCHD an appealing option for growth investors seeking stable income and a hedge against volatility in AI-heavy stocks.
The SCHD ETF has returned just under 2% in the past month, outperforming the S&P 500 ETF (SPY) by nearly 1%. Year-to-date, about 30 SCHD holdings have more than doubled the returns of SPY, which has returned 9.8%. Additionally, 31 SCHD holdings are t...
The Schwab U.S. Dividend Equity ETF (SCHD) has gained 20% year-to-date, outperforming the S&P 500's 10% rise. SCHD focuses on large-cap companies with strong dividend histories and value metrics, avoiding mega-cap tech stocks that led recent market r...
