In this video I discuss the Charles Schwab US Dividend Equity ETF (SCHD). SCHD is a big favorite for dividend investors. It’s performed beautifully during the past decade and it’s been a favorite of mine. But in 2021 and year to date this year, SCHD has underperformed its peers including SPHD, SPYD, and VYM. So what is happening with SCHD? I break it all down in this video.
0:00 Intro – SCHD’s returns vs it’s peers
1:30 SCHD should do fine long in the long term
2:21 SCHD index (Dow Jones US Dividend 100 Index) and VYM (FTSE High Dividend Yield Index)
2:50 How SCHD and VYM define their universe of stocks.
5:30 SCHD Selection Process
11:00 High ROE industries that benefit from SCHD’s fundamental factors
12:08 Lower Debt to Equity industries that may benefit from SCHD’s fundamental factors
14:18 SCHD vs VYM vs SPYD Sectors
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Disclaimer: These are the ideas and opinions of the video creator. The video references opinions and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice as I am not licensed to give investment advice.