"From X, to Reddit, to forums, the change in tone is clear. The Schwab US Dividend Equity ETF is popular with income investors. With nearly $72b in AUM and a dividend yield of 3.83% it's been considered a 'safe haven' income source. The ETF has a broad number of holdings, but the top three are all healthcare related (AbbVie, Merck, Amgen)."
"But in October many investors are realizing that safety has come at a price: underperformance. 24/7 Wall St.'s sentiment tracker noted SCHD was an 8/10 for most of 2025, but starting in October things have moved decidedly bearish, with the ETF scoring 3/10 for investors. Year to date the Schwab US Dividend Equity ETF has returned basically 0%. Zoom out to a full LTM and shares have fallen slightly, down 3%."
The Schwab US Dividend Equity ETF (SCHD) is a widely held income-focused ETF with about $72 billion in assets and a 3.83% dividend yield. Its top holdings include AbbVie, Merck, and Amgen. In October investor sentiment turned bearish after months of strong sentiment, with a sentiment tracker falling from 8/10 to 3/10. Year-to-date performance is essentially flat and the last twelve months show a slight decline of about 3%, while the Nasdaq is up markedly. Dividend income is taxable, reducing effective yield. Online forums show mixed investor reactions, from continued accumulation to frustration over underperformance.
Read at 24/7 Wall St.
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