Overview
- New reporting highlights that the Schwab US Dividend Equity ETF has topped many popular active funds over the past decade.
- S&P Dow Jones Indices data show 79% of U.S. large-cap active managers trailed the S&P 500 in 2025, a year when the Vanguard S&P 500 ETF returned 17.8%.
- SCHD charges a 0.06% expense ratio and yields about 3.4%, compared with roughly 1.1% for the S&P 500.
- The fund’s top 10 holdings make up about 40% of assets as of April 8, 2026, including UnitedHealth, Chevron, Texas Instruments, Merck, Coca-Cola, and others.
- SCHD tracks an index that requires at least 10 straight years of dividend payments, which can tilt it toward staples, energy, and healthcare and away from fast-growing tech names.