Schwab US Dividend Equity ETF - 10 year dividend growth rate (2024)

FAQs

Schwab US Dividend Equity ETF - 10 year dividend growth rate? ›

Schwab US Dividend Equity ETF (SCHD): Historical Returns

In the last 10 Years, the Schwab US Dividend Equity ETF (SCHD) ETF obtained a 10.91% compound annual return, with a 14.61% standard deviation. Discover new asset allocations in USD and EUR, in addition to the lazy portfolios on the website.

Schwab US Dividend Equity ETF (SCHD): Historical Returns

In the last 10 Years, the Schwab US Dividend Equity ETF (SCHD) ETF obtained a 10.91% compound annual return, with a 14.61% standard deviation. Discover new asset allocations in USD and EUR, in addition to the lazy portfolios on the website.

During the past 12 months, Charles Schwab's average Dividends Per Share Growth Rate was 12.40% per year. During the past 3 years, the average Dividends Per Share Growth Rate was 11.60% per year. During the past 5 years, the average Dividends Per Share Growth Rate was 13.80% per year.

The fund comfortably and consistently beats the Russell 1000 Value Index in profitability metrics like return on invested capital. Entering March 2024, nearly 65% of the portfolio represented stocks with wide Morningstar Economic Moat Ratings, a higher share than 96% of Morningstar Category peers.

Cons. No guarantee of future dividends. Stock price declines may offset yield. Dividends are taxed in the year they are distributed to shareholders.

SCHD Dividend Information

The dividend is paid every three months and the last ex-dividend date was Mar 20, 2024.

SCHD similarly scores highly on profitability and conservative investment. These factors are pretty much laid out in the fund's security selection strategy, so you'd expect these to emerge as driving factors. In total, you have a portfolio whose performance is driven by value, quality and defense over the long-term.

Is Charles Schwab a good dividend stock? ›

Over the past three years, Charles Schwab Corp's annual dividend growth rate was 11.60%. Extended to a five-year horizon, this rate increased to 13.80% per year. And over the past decade, Charles Schwab Corp's annual dividends per share growth rate stands at an impressive 18.00%.

Schwab's suite of high dividend yield ETFs come in both a US focused version and an international ex-US version.

An average dividend growth rate is 8% to 10%. However, this can vary greatly among different stocks and industries.

Overall, we found that Schwab is a great choice for self-directed investors and traders who want access to multiple platforms, plenty of tools, and full banking capabilities. Vanguard works well for buy-and-hold investors who may not be as tech-savvy and who want access to professional advice.

Dividend ETFs are passively managed, meaning the fund manager follows an index and does not have to make trading decisions often. Dividend ETFs are good investment options for investors that are risk-averse and income-seeking.