Is SCHD a good investment in 2023? (2024)

Is SCHD a good investment in 2023?

Summary. SCHD has the best combination of quality, dividend yield, and dividend growth among nearly 1,000 U.S. Equity ETFs I analyze. But 2022-2023 was disappointing, and SCHD became a bottom-quartile performer. The primary reason was weak growth, and that might not change soon.

Is SCHD still a good investment 2023?

SCHD didn't set the world on fire in 2023, with a total return that lagged that of the broader market by a significant margin. But for long-term investors, SCHD still looks attractive.

Is SCHD good for long term?

The fund tracks the Dow Jones U.S. Dividend 100 Index, which selects companies with a record of consistent dividend payments and strong fundamentals. SCHD is cheap to access with a low expense ratio of 0.06% and has shown respectable returns, making it a promising investment option for the passive income investor.

Is SCHD expected to go up?

SCHD 12 Months Forecast

Based on 102 Wall Street analysts offering 12 month price targets to SCHD holdings in the last 3 months. The average price target is $82.96 with a high forecast of $96.54 and a low forecast of $68.94. The average price target represents a 8.03% change from the last price of $76.79.

Why is SCHD struggling?

Year to date, the fund has demonstrated a price & total return of -0.55% & -3.91% respectively. Needless to say, it's one of those tough years for SCHD driven by cyclical economic downward pressures like inflation and high interest rates.

Why is SCHD so popular?

The biggest driver of investor interest has been its strong and consistent track record. On an annual basis, almost like clockwork, SCHD has performed in the top 1/3 of its Morningstar category and had done so far a decade straight. That is, until 2023.

Should I invest in SCHD or VOO?

SCHD - Performance Comparison. In the year-to-date period, VOO achieves a 5.42% return, which is significantly higher than SCHD's 1.48% return. Over the past 10 years, VOO has outperformed SCHD with an annualized return of 12.66%, while SCHD has yielded a comparatively lower 11.45% annualized return.

What ETF is better than SCHD?

SPHD: Which Dividend ETF is Better? The Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) and the Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD) are two popular dividend ETFs from leading asset managers. With a dividend yield of 4.5%, SPHD's yield is higher than SCHD's dividend yield of 3.5%.

What is the 10 year return on SCHD?

Schwab US Dividend Equity ETF (SCHD): Historical Returns

Video Player is loading. In the last 10 Years, the Schwab US Dividend Equity ETF (SCHD) ETF obtained a 11.56% compound annual return, with a 14.49% standard deviation.

Is SCHD good for retirement?

Buying and collecting SCHD in a pension account can be a good strategy due to the tax benefits and the difficulty of selling the investment, making it a potentially profitable long-term option. "Collecting dividends steadily, regardless of the ranking, can lead to great profits in the future."

What will SCHD be worth in 2030?

Based on historical data and a widely accepted formula, the Finance Professor predicts that SCHD's price per share will double by 2032, reaching around $115 to $120 by 2030.

What is SCHD dividend for 2023?

SCHD's next quarterly payment date is on Dec 11, 2023, when SCHD shareholders who owned SCHD shares before Dec 06, 2023 received a dividend payment of $0.74 per share. Add SCHD to your watchlist to be reminded of SCHD's next dividend payment.

What's the best ETF to buy right now?

Is SCHD high risk?

Schwab US Dividend Equity ETF™ Risk

Ratios above 1.00 indicate higher risk than average. Schwab US Dividend Equity ETF™ has a below average total risk index of 1.09 because of its standard deviation of 16.3%.

Is SCHD a good stock to buy now?

Trading levels for SCHD

Several short-term signals, along with a general good trend, are positive and we conclude that the current level may hold a buying opportunity as there is a fair chance for SCHWAB U.S. DIVIDEND EQUITY SCHWAB U.S. ETF to perform well in the short-term.

Is SCHD overvalued?

Schwab U.S. Dividend Equity ETF™ is a beloved 5-star gold-rated high-yield exchange-traded fund. I consider the gold standard of high-yield ETFs. Recently, an article recommended selling the SCHD ETF, arguing that cash yields 5.5%, and this cyclical-focused ETF is likely to grow slower in the future and is overvalued.

Is SCHD the best dividend stock?

Schwab US Dividend Equity ETF (SCHD)

Equally affordable but offering nearly double the yield, this top dividend ETF from Schwab is the No. 2 dividend fund by assets and another great option for "set it and forget it" portfolios.

Should I buy SCHD or VYM?

SCHD price and total return (including dividends) has outperformed VYM over a ten-year investment horizon (see chart below). Past performance is not indicative of future returns. VYM is better diversified, while SCHD has more holdings concentration risk. VYM has four times as many holdings as SCHD.

Which is better SCHD or VTI?

In the year-to-date period, VTI achieves a 5.02% return, which is significantly higher than SCHD's 1.48% return. Both investments have delivered pretty close results over the past 10 years, with VTI having a 12.01% annualized return and SCHD not far behind at 11.45%.

Is QQQ better than SCHD?

Over the past 10 years, SCHD has underperformed QQQ with an annualized return of 11.27%, while QQQ has yielded a comparatively higher 18.18% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.

Is schb better than SCHD?

SCHB has a lower expense ratio than SCHD by 0.03%. This can indicate that it's cheaper to invest in SCHB than SCHD. SCHB targets investing in US Equities, while SCHD targets investing in US Equities. SCHB is managed by Schwab, while SCHD is managed by Schwab.

How often does SCHD pay dividends?

SCHD Dividend Information

SCHD has a dividend yield of 3.45% and paid $2.66 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Dec 6, 2023.

Is VYM better than SCHD in 2023?

Gold-rated Vanguard High Dividend Yield ETF, ticker VYM, performed slightly better than SCHD, but only slightly. Its total return over the first 11 months of 2023 stood at just 0.91%. VYM fell behind for the same reason as SCHD.

What are the top 10 holdings of SCHD?

What is the safest ETF to invest in?