Schwab US Dividend Equity ETF (SCHD)

$56.60
A Fund
-- Sector
Fund TypeETF
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Mega Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Schwab US Dividend Equity ETF 33 0.94 -0.40% 7.80% 0.07%
U.S. Mega Cap - Value 34 0.98 -10.05% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 7.85% 4.70% 3.14%
Year-to-Date -0.40% -10.05% 9.64%
1 Year 6.93% -3.43% 10.36%

Risk, Fees & Styles

(as of 6/30/2020)
RISK PROFILE Help

Fund's Risk

33%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.07%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$92

Real cost (fees + lost compounding)

$114

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
3.42%