The Schwab U.S. Dividend Equity ETF (SCHD) faces challenges from rising interest rates due to its dividend focus, often seen as bond-like. However, its significant exposure to energy (14%) and financial sectors (10%) provides strong support, benefiting from high oil prices and improved bank profits amid rate hikes. Additionally, SCHD offers attractive relative valuation with its yield spread over the S&P 500 at a two-decade high, making it a compelling choice compared to broader market indices. These factors help offset the pressure from rising Treasury rates and maintain SCHD's appeal to investors seeking income and growth.
SCHD's mix of dividend focus and sector exposure plays out in its steady trading on Pluang, where it holds a price of USD 32.72 with no change in the past day as of Oct 05, 2026 14:11 WIB. The ETF's market cap stands at $108.67 billion, reflecting its significant presence in the dividend equity space. Investors on Pluang typically hold SCHD for about 62 days, indicating a moderate-term interest in this income-oriented fund.
In 2026, the Schwab U.S. Dividend Equity ETF (SCHD) has outperformed the SPDR S&P 500 ETF (SPY) by nearly 10 percentage points year-to-date, with SCHD up 22.18% compared to SPY's 12.52%. SCHD's latest dividend payout also increased, reflecting its fo...
The Vanguard High Dividend Yield ETF (VYM) remains a 'hold' recommendation because it offers a consistent but average performance with a moderate dividend yield of 2.42%. While VYM provides strong sector and company diversification and a long dividen...
The Fidelity High Dividend ETF (FDVV) offers a competitive 2.98% dividend yield along with strong growth, value, and quality metrics. Despite some holdings in low-yield tech stocks, FDVV has shown resilience across different market conditions over it...
In March 2024, the Schwab U.S. Dividend Equity ETF (SCHD) removed Broadcom from its holdings due to its dividend yield falling below the index's threshold after a price surge. Since then, Broadcom's stock price rose about 183%, a gain SCHD investors ...
