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SCHD Spotlighted as Core Dividend Play as New Data Underscore Income and Returns

Fresh Morningstar figures point to a 3.5% payout alongside double‑digit average gains over multiple time frames, bolstering a long‑term income approach.

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Overview

  • A new Yahoo Finance analysis names the Schwab U.S. Dividend Equity ETF as a preferred choice for investors seeking decades of passive income.
  • The fund tracks the Dow Jones U.S. Dividend 100 Index, selecting companies with at least 10 years of dividend payments and applying quality screens, and charges a 0.06% expense ratio.
  • Morningstar data as of Feb. 9, 2026 show a 3.5% recent yield with average annual returns of 10.91% over five years, 13.55% over ten years, and 12.30% since its 2011 inception.
  • Compared with a low‑fee S&P 500 tracker, SCHD’s total returns have trailed by a modest margin while providing substantially higher income, with the S&P 500 ETF yielding 1.1%.
  • Top holdings as of Feb. 7, 2026—led by Lockheed Martin, Bristol‑Myers Squibb, Texas Instruments, Chevron, and Merck—made up about 42% of the portfolio, alongside positions such as ConocoPhillips, PepsiCo, Verizon, Altria, and Coca‑Cola.