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SCHD: Schwab US Dividend Equity ETF (ETF)
Basic Info 32.3 0.29(0.89%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 10/21/2011 |
| Last Dividend Date: | 03/25/2026 |
| 12-Mo. Yield | 4.03% |
| Expenses | 0.06% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 18.8 | 27.9 | 15.2 | 8.3 | 12.8 | 13.1 | 4.3 | 11.7 | 4.5 | -3.3 | 29.9 | 15.1 | 27.3 | -5.6 | 20.8 | 16.4 | -0.3 | 11.7 | 32.9 | 11.4 | 3.3 |
| Sharpe Ratio | NA | 4.23 | 2.3 | 0.92 | 0.4 | 0.66 | 0.77 | 0.09 | 0.71 | 0.07 | -0.25 | 2.28 | 0.43 | 2.09 | -0.44 | 3.37 | 1.41 | -0.02 | 1.17 | 3.26 | 1.12 | 0.86 |
| Draw Down(%) | NA | 4.6 | 4.6 | 16.1 | 16.8 | 33.4 | 33.4 | 14.0 | 8.0 | 12.0 | 16.8 | 5.0 | 33.4 | 8.7 | 17.1 | 2.3 | 7.7 | 13.9 | 6.7 | 4.7 | 6.3 | 6.8 |
| Standard Deviation(%) | NA | 11.1 | 11.0 | 13.0 | 14.4 | 16.8 | 15.5 | 16.0 | 11.3 | 12.9 | 18.8 | 13.1 | 34.4 | 12.3 | 15.9 | 6.0 | 11.5 | 14.6 | 10.0 | 10.1 | 10.2 | 21.6 |
| Treynor Ratio | NA | 0.64 | 0.3 | 0.12 | 0.06 | 0.12 | 0.13 | 0.01 | 0.08 | 0.01 | -0.05 | 0.3 | 0.16 | 0.25 | -0.07 | 0.28 | 0.2 | 0.0 | 0.13 | 0.38 | 0.15 | 0.24 |
| Alpha | NA | 0.08 | 0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.04 | -0.01 | -0.02 | 0.0 | 0.01 | 0.05 | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.02 |
| Beta | NA | 0.73 | 0.85 | 0.97 | 0.97 | 0.95 | 0.92 | 0.98 | 1.0 | 1.04 | 0.98 | 0.99 | 0.92 | 1.03 | 0.97 | 0.73 | 0.82 | 0.93 | 0.89 | 0.86 | 0.76 | 0.78 |
| RSquared | NA | 0.55 | 0.63 | 0.82 | 0.89 | 0.9 | 0.9 | 0.85 | 0.85 | 0.93 | 0.96 | 0.93 | 0.91 | 0.91 | 0.94 | 0.74 | 0.9 | 0.96 | 0.94 | 0.91 | 0.91 | 0.97 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | 3.8 | 3.2 | 3.5 | 3.2 | 3.6 | 3.5 | 3.7 | 2.8 | 3.1 | 3.3 | 2.9 | 2.9 | 3.1 | 3.1 | 0.5 |
| Dividend Growth(%) | N/A | -75.4 | N/A | N/A | N/A | N/A | N/A | -57.4 | -7.7 | 3.8 | 13.9 | 10.9 | 17.6 | 19.8 | 7.0 | 7.0 | 9.7 | 9.7 | 15.7 | 11.6 | 563.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/20/2011
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