SCHD (SCHD) AIQ Analysis
SCHD AIQ Score is 68/100 for investment merit, while Smart Score is 9/10 for peer-relative ranking, with Sharpe 1.24.
Last updated: Jul 15, 2026, 12:00 AM UTC
AIQ Brief
SCHD is currently in a mixed setup with AIQ 68/100 and Smart 9/10 (strong relative) at $32.34. Risk is elevated. Read this as a prioritization signal, then confirm entry quality and sizing with your own risk plan.
Quality is the strongest contributor at 76/100, while Value is the binding constraint at 60/100. With a 16-point spread, the profile is reasonably balanced without a single dominant weakness.
SCHD ranks 1/4 in this peer set (68 vs peer average 61.0). On risk-adjusted efficiency, Sharpe is above peer average (1.24 vs 1.22). This helps distinguish true relative leadership from broad sector drift.
Action now: this is a neutral/selective setup. Improve entry quality by waiting for momentum acceleration or a better risk profile before adding. Keep sizing moderate until factors align.
Sharpe is 1.24, indicating strong risk-adjusted return for this snapshot.
| AIQ Component | Score | Signal Read |
|---|---|---|
| Momentum | 66 | Mixed trend quality with uneven follow-through. |
| Value | 60 | Valuation appears close to fair value. |
| Quality | 76 | Profitability and consistency profile is strong. |
| Risk | 71 | Risk profile is elevated; position sizing matters. |
| Sentiment | — | Sentiment signal is currently unavailable. |
Current AIQ Read
SCHD currently screens as neutral. Wait for confirmation from trend quality and risk conditions before increasing exposure.
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