Overview
- A Motley Fool contributor says they bought more shares even after a double-digit gain this year.
- The Schwab U.S. Dividend Equity ETF is up more than 10% in 2026 while the S&P 500 is down almost 5%.
- The fund’s trailing 12-month yield is 3.3%, compared with roughly 1.2% for the S&P 500.
- Portfolio valuations average about 20 times earnings and 10.7 times cash flow, below the S&P 500’s 22.3 and 14.5 multiples.
- SCHD tracks the Dow Jones U.S. Dividend 100 Index, which screens for yield, five-year dividend growth, and financial strength.