Schwab US Dividend Equity ETF SCHD

El fondo de inversión busca seguir lo más de cerca posible, antes de comisiones y gastos, el rendimiento total del índice Dow Jones U.S. Dividend 100™. El fondo invierte al menos el 90% de sus activos netos en acciones que están incluidas en el índice. El índice está diseñado para medir el rendimiento de acciones de alto rendimiento de dividendos emitidas por empresas estadounidenses que tienen un historial de pagar dividendos de manera consistente, seleccionadas por su fortaleza fundamental en comparación con sus pares, basado en ratios financieros.

Con 31 acciones de SCHD (USD 1.013,55) habrías recibido USD 32,86 en dividendos en los últimos 12 meses.

SCHD hizo una división de acciones (split) de 3:1 el 11 de octubre de 2024: cada acción se convirtió en 3. Cambió la cantidad de acciones y su precio, pero no el valor total de la inversión.

• Zacks Investment Research 1 oct

  Is First Trust Large Cap Value AlphaDEX ETF (FTA) a Strong ETF Right Now?

  The First Trust Large Cap Value AlphaDEX ETF (FTA) is a smart beta ETF with $1.32 billion in assets that seeks to outperform the large cap value market segment. With a 0.58% expense ratio, it has gained 12.05% year-to-date and 16.47% over the past year, but carries higher costs compared to alternatives like SCHD (0.06%) and VTV (0.03%). The ETF offers medium risk with a beta of 0.79 and holds 188 stocks with heavy exposure to Financials.

  

• Zacks Investment Research 30 sept

  Is Pacer US Cash Cows 100 ETF (COWZ) a Strong ETF Right Now?

  COWZ is a smart beta ETF launched in 2016 that tracks companies with high free cash flow yields, offering 0.49% expense ratio and 2.03% dividend yield. With $18.65 billion in assets and 102 holdings, it returned 12.44% year-to-date and 18.92% over the past year. However, cheaper alternatives like SCHD (0.06% expense ratio) and VTV (0.03% expense ratio) offer lower-cost exposure to the large cap value segment.

  

• The Motley Fool 29 sept

  Schwab's Dividend ETF Has Nearly Quadrupled Its Payout Since 2012

  The Schwab U.S. Dividend Equity ETF (SCHD) has increased its annual payout from $0.27 per share in 2012 to around $1.05 in 2025, nearly quadrupling over 13 years. Early investors from 2011 now enjoy a 12% yield on cost, while new buyers face a 3.2% current yield. However, payout growth has slowed significantly to around 5% in 2025 and just 1% in early 2026, suggesting future returns may be more modest than historical performance.

  

• Zacks Investment Research 29 sept

  Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?

  The Fidelity Value Factor ETF (FVAL) is a passively managed fund offering exposure to large-cap value stocks with a low 0.15% expense ratio and $1.36 billion in assets. The fund has returned 13.51% year-to-date and 19.97% over the past year, with top holdings in technology including Nvidia, Apple, and Microsoft. It carries a Zacks ETF Rank of 3 (Hold) and is compared to alternatives like Schwab U.S. Dividend Equity ETF and Vanguard Morningstar Value ETF.

  

• Zacks Investment Research 29 sept

  Should Invesco RAFI US 1000 ETF (PRF) Be on Your Investing Radar?

  The Invesco RAFI US 1000 ETF (PRF) is a passively managed fund with $9.86 billion in assets offering broad exposure to large cap value stocks. With a 0.34% expense ratio and 1.35% dividend yield, it has returned 18.18% year-to-date and 23.1% over the past year. The fund holds approximately 999 stocks with top positions in Apple, Alphabet, and Microsoft. It carries a Zacks ETF Rank of 3 (Hold) and is positioned as a medium-risk option, though cheaper alternatives like Vanguard Morningstar Value ETF (0.03% expense ratio) and Schwab U.S. Dividend Equity ETF (0.06% expense ratio) are available.