Schwab U.S. Dividend Equity ETF SCHD has proved that it can translate its sensible, risk-conscious approach into better risk-adjusted performance than the Russell 1000 Value Index. It merits a Morningstar Analyst Rating upgrade to Gold from Silver.
Morningstar’s Analysis SCHD
Will SCHD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 100
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 41.9