(SCHD) Schwab U.S. Dividend - Performance 4.5% in 12m
Compare SCHD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.27%
#56 in Group
Rel. Strength
53.86%
#3686 in Universe
Total Return 12m
4.46%
#83 in Group
Total Return 5y
85.55%
#50 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: SCHD (4.5%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
Performance Comparison: SCHD vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for SCHD
| Total Return (including Dividends) | SCHD | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -8.13% | -5.82% | -5.89% |
| 3 Months | -9.11% | -10.73% | -12.45% |
| 12 Months | 4.46% | 5.31% | 6.72% |
| 5 Years | 85.55% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | SCHD | DIA | S&P 500 |
| 1 Month | -67.5% | -73.8% | -74.5% |
| 3 Months | -41.6% | -88.6% | -88.2% |
| 12 Months | 62.8% | 71.6% | 66.1% |
| 5 Years | 85.1% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #124 | -2.46% | -2.39% |
| 3 Month | #84 | 1.81% | 3.81% |
| 12 Month | #86 | -0.81% | -2.12% |
| 5 Years | #62 | 2.34% | -7.71% |
FAQs
Does SCHD Schwab U.S. Dividend outperforms the market?
No,
over the last 12 months SCHD made 4.46%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months SCHD made -9.11%, while DIA made -10.73%.
Over the last 3 months SCHD made -9.11%, while DIA made -10.73%.
Performance Comparison SCHD vs Indeces and Sectors
SCHD vs. Indices SCHD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.88% | -2.24% | -0.76% | -2.26% |
| US NASDAQ 100 | QQQ | 2.74% | -1.85% | -0.23% | -1.07% |
| US Dow Jones Industrial 30 | DIA | 3.05% | -2.31% | -1.30% | -0.85% |
| German DAX 40 | DAX | -3.48% | 1.27% | -17.8% | -13.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.17% | -0.63% | -3.04% | -1.43% |
| Hongkong Hang Seng | HSI | -2.41% | 1.69% | -2.28% | -11.8% |
| India NIFTY 50 | INDA | -2.49% | -12.9% | -3.21% | 1.39% |
| Brasil Bovespa | EWZ | -1.68% | -3.05% | -3.71% | 13.9% |
SCHD vs. Sectors SCHD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.63% | -2.47% | -9.57% | -9.08% |
| Consumer Discretionary | XLY | 2.75% | -4.21% | -3.50% | -4.76% |
| Consumer Staples | XLP | -1.42% | -11.3% | -11.0% | -9.48% |
| Energy | XLE | -2.84% | 1.95% | -1.82% | 14.8% |
| Financial | XLF | 0.51% | -3.62% | -8.88% | -14.5% |
| Health Care | XLV | 1.48% | -0.76% | 0.64% | 5.0% |
| Industrial | XLI | 0.76% | -3.43% | -0.84% | -0.90% |
| Materials | XLB | 0.16% | -1.48% | 6.32% | 12.0% |
| Real Estate | XLRE | -3.46% | -5.24% | -2.11% | -12.7% |
| Technology | XLK | 3.24% | 0.80% | 6.05% | 5.67% |
| Utilities | XLU | -1.43% | -7.71% | -6.50% | -19.9% |
| Aerospace & Defense | XAR | 0.19% | -8.17% | -10.5% | -19.7% |
| Biotech | XBI | -1.68% | 3.75% | 13.8% | 13.4% |
| Homebuilder | XHB | 0.93% | -1.29% | 17.1% | 13.6% |
| Retail | XRT | 0.18% | -6.02% | 3.91% | 8.85% |