"SCHD tracks the Dow Jones U.S. Dividend 100 Index, screening for dividend yield, dividend growth, cash flow strength, and return on equity. The result is a portfolio of 100 blue-chip payers at a 0.06% expense ratio, currently yielding around 3.6%. Year to date through March 6, 2026, the fund is up 12.83%, outpacing both the S&P 500 and Nasdaq 100."
"The dividend trajectory has been consistent. Quarterly payments grew from $0.2488 in Q1 2025 to $0.2782 in Q4 2025, a steady sequential climb throughout the year. That pattern, combined with the fund's long-term track record of 12.9% annualized returns since its 2011 inception, is driving renewed retail interest."
"When bond yields rise, dividend stocks face two headwinds: their income looks less competitive, and the discount rate applied to future cash flows increases. When yields fall, the opposite happens. The current environment is favorable. The 10-year yield sits at 4.09%, down from a 12-month high of 4.58% in May 2025."
SCHD tracks the Dow Jones U.S. Dividend 100 Index, screening for dividend yield, growth, cash flow strength, and return on equity. The fund holds 100 blue-chip dividend payers with a 0.06% expense ratio and currently yields 3.6%. Year-to-date performance through March 6, 2026 reached 12.83%, outpacing the S&P 500 and Nasdaq 100. Quarterly dividend payments grew consistently from $0.2488 in Q1 2025 to $0.2782 in Q4 2025. The fund's 12.9% annualized returns since 2011 inception drive retail interest. Treasury yields significantly impact SCHD performance; the 10-year yield at 4.09% creates favorable conditions for dividend stocks compared to bonds.
Read at 24/7 Wall St.
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