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Morningstar

Schwab US Dividend Equity ETF™ SCHD

Morningstar Analyst Rating
Analyst rating as of

Morningstar’s Analysis SCHD

Will SCHD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHD’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SCHD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SCHD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Focuses on dividends and fundamentals.

Analyst

Summary

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Schwab U.S. Dividend Equity ETF SCHD crafts a modified market-cap-weighted portfolio of disciplined dividend stocks with sound fundamentals. It applies constraints and buffers that diversify risk and curb turnover. This fund’s thoughtful construction and competitive fee earn it a Morningstar Analyst Rating of Silver.

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