ETF Analysis
Schwab U.S. Dividend Equity ETF (SCHD) ETF Analysis
Schwab U.S. Dividend Equity ETF (SCHD) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
Schwab U.S. Dividend Equity ETF (SCHD) currently has an AIQ Score of 69/100, indicating a neutral setup. Momentum is the strongest factor at 79/100. Value is the weakest current factor at 51/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
SCHD at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $34.66 |
| AIQ Score | 69/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Strong Buy |
| Fund Size | $99.28B |
| Expense Ratio | 0.06% |
| Holdings Count | 102 |
| NAV | $34.23 |
| Asset Class | Equity |
| Primary Exposure | Consumer Defensive (20.07%) |
| Issuer | Schwab |
| Domicile | US |
| Inception Date | Oct 20, 2011 |
| Distribution Yield | 3.08% |
| Beta | 0.58 |
| Average Volume | 22.41M |
| 52-week range | $26.32-$35.31 |
| RSI 14 | 84.48 |
| 50-Day SMA | $34.02 |
| 200-Day SMA | $32.11 |
| Risk Score | 72/100 |
| Momentum Score | 79/100 |
| Value Exposure Score | 51/100 |
SCHD Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 28.53% | 28.55% | -7.61% | Oct 20, 2025 |
| 3Y | 50.19% | 14.52% | -17.64% | Oct 20, 2023 |
| 5Y | 33.42% | 5.94% | -18.93% | Oct 22, 2021 |
| 10Y | 33.42% | 5.94% | -18.93% | Oct 22, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
SCHDSchwab U.S. Dividend Equity ETF
Financial Services / Asset Management - Income
Leader
Sector Leader
Latest quote
- Momentum79
- Value51
- Quality76
- Risk resilience72
- Sentiment—
SCHD ETF Analysis Summary
Schwab U.S. Dividend Equity ETF (SCHD) currently has an AIQ Score of 69/100, indicating a neutral setup. Momentum is the strongest factor at 79/100. Value is the weakest current factor at 51/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, SCHD has AIQ Score of 69/100 with Momentum base of 79/100 and fading Value at 51/100. Wait for component alignment before adding exposure.
Momentum (79/100) leads while Value (51/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · -0.09% ETF move · SCHD classified in Asset Management - Income.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is SCHD Bullish or Bearish Right Now?
SCHD currently has a neutral overall setup. Momentum is the strongest factor at 79/100, while Value is weakest at 51/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 76/100.
- - Momentum is constructive at 79/100.
- - Risk Resilience is supportive at 72/100.
- - Price is +1.88% above its 50-day SMA.
- - Technical consensus has more buy votes than sell votes (36 vs 8).
- - No strong bearish evidence is available in the current snapshot.
Current Consensus
SCHD's Technical Analysis Consensus is currently Strong Buy, with 36 buy, 1 neutral, and 8 sell votes. SCHD's 14-day RSI is 84.48, which places the ETF in an overbought momentum range. SCHD's beta is 0.58, indicating lower market sensitivity than the broad market.
What Changed in SCHD?
The largest recent change in SCHD is Momentum moving up by 20.0 points over the available 7-day comparison window. Momentum remains the strongest visible factor.
What Would Change the SCHD Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
SCHD Decision Framework
Public evidence layers, setup checks, and risk context for Schwab U.S. Dividend Equity ETF.
Schwab U.S. Dividend Equity ETF (SCHD) ETF Analysis
Schwab U.S. Dividend Equity ETF has an AIQ Score of 69/100 in a Neutral regime. Momentum is strongest at 79/100. Beta is 0.58, below market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | SCHD is in a Neutral AIQ regime with score 69/100. |
| Signal Conflict | The primary conflict is that momentum leads at 79/100 while value lags at 51/100. |
| Factor Evidence | Momentum 79/100 · Value 51/100 · Quality 76/100 · Risk 72/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Momentum is the strongest factor at 79/100.
Momentum is 79/100 and RSI (14) is 84.5.
SCHD is in a Neutral regime at 69/100.
Risk factor is 72/100 with beta 0.58 and annual volatility 11.23%.
Current conflict: momentum leads at 79/100 while value lags at 51/100.
SCHD Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
SCHD ETF Analytics
SCHD holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
SCHD Technical Analysis
SCHD technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
SCHD ETF Market Context
Track SCHD market context, news pressure, trend changes, income events, and current allocation evidence.
SCHD Distribution Analysis
SCHD distribution yield, annualized distributions, payment history, and income context.
SCHD ETF Data
SCHD available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
SCHD Risk Analysis
SCHD volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
SCHD ETF News
SCHD ETF news, market tone, recent headlines, and catalyst context.
SCHD vs Dividend ETF Peers
Current peer cohort: SCHD · VYM · ABBV · KO · SPYD. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| SCHD Current ETF | 69/100 | 51/100 | 79/100 | 72/100 | 1.94 | 11.23% | Current |
| VYM Vanguard High Dividend Yield ETF | 67/100 | 52/100 | 80/100 | 81/100 | 0.99 | 10.10% | SCHD vs VYM |
| ABBV AbbVie | 56/100 | 36/100 | 82/100 | 44/100 | 0.77 | 25.89% | SCHD vs ABBV |
| KO Coca-Cola | 61/100 | 27/100 | 80/100 | 57/100 | 1.48 | 19.18% | SCHD vs KO |
| SPYD SPDR Portfolio S&P 500 High Dividend ETF | 62/100 | 59/100 | 66/100 | 72/100 | 0.43 | 11.86% | SCHD vs SPYD |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
Popular SCHD Comparisons
How SCHD scores against the names it is most often compared with.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 21, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching SCHD
Open the detailed evidence pages and workflows behind the ETF overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for SCHD
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
SCHD ETF FAQ
What is SCHD ETF price today?
SCHD is currently shown at $34.66. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is SCHD's 52-week high and low?
SCHD's 52-week range is $26.32 to $35.31 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does SCHD pay a dividend?
SCHD's current distribution yield is 3.08% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying SCHD?
Compare SCHD's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.