Overview
- SCHD has returned about 17% this year versus roughly 8% for the S&P 500, putting dividend growth back in front in 2026.
- SCHD tracks the Dow Jones U.S. Dividend 100 Index, which demands 10 years of dividends, checks cash flow against debt, and ranks candidates by yield and five‑year dividend growth.
- The fund offers a yield near 3.3%–3.4% compared with about 1.1% for the S&P 500, while charging a 0.06% expense ratio and showing a five‑year beta near 0.61.
- The portfolio holds about 100 stocks, and the most recent annual reconstitution added 25 new names to refresh dividend quality.
- For income planning, coverage highlights SCHD’s quarterly payouts and role as a core anchor in a monthly income mix, with about $71.6 billion in assets and a track record of rising distributions.