Schwab U.S. Dividend Equity ETF crafts a modified market-cap-weighted portfolio of fundamentally sound, dividend-oriented stocks. It applies constraints and buffers that effectively diversify risk and curb turnover. These considerations and a competitive fee merit a Morningstar Analyst Rating of Silver.
Will SCHD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of SCHD’s parent organization’s priorities and whether they’re in line with investors’ interests.