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● TRACKER Updated 24d ago · 5 sources tracked

We Told You to Forget SCHD. It Just Beat the S&P by 12 Points, Its Biggest Win Ever

The Schwab US Dividend Equity ETF (SCHD) achieved its largest win over the S&P 500 to date, beating the index by 12 points. The fund recorded a 27% return for the year, a performance that 24/7 Wall St. claims surpasses growth ETFs in many portfolios. This surge comes as the S&P 500 dividend yield has fallen to a record low near 1%, prompting some retirees to adjust their investment strategies toward income-focused assets like SCHD.

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  • ✓ The Schwab US Dividend Equity ETF (SCHD) achieved its largest win over the S&P 500 to date, beating the index by 12 points.
  • ✓ The fund recorded a 27% return for the year, a performance that 24/7 Wall St.
  • ✓ claims surpasses growth ETFs in many portfolios.
🛡️ Source Corroboration: 5 independent reporting domains (60% confidence) ⏱ Read time: ~2 min

What changed

SCHD recorded a 27% annual return and its widest margin of victory over the S&P 500.

Live updates

  1. Schwab US Dividend Equity ETF Outperforms S&P 500 by 12 Points

    The Schwab US Dividend Equity ETF (SCHD) achieved its largest win over the S&P 500 to date, beating the index by 12 points. The fund recorded a 27% return for the year, a performance that 24/7 Wall St. claims surpasses growth ETFs in many portfolios. This surge comes as the S&P 500 dividend yield has fallen to a record low near 1%, prompting some retirees to adjust their investment strategies toward income-focused assets like SCHD.

    Why it matters

    SCHD focuses on high-dividend stocks, contrasting with growth-oriented ETFs. This performance shift is significant because the fund had previously been viewed by some analysts as an asset to avoid.

    Still unconfirmed

    • SCHD achieved a 27% return for the year.
    • SCHD beat the S&P 500 by 12 points, marking its biggest win ever.
    • The S&P 500 dividend yield has reached a record low near 1%.

    What to watch next

    • Comparative performance data between SCHD and other income ETFs like VYMI and JEPI.
    • Updated dividend yield figures for the S&P 500.
    Sources used for this update (7)
    1. Seeking Alpha — SCHD: We Were Horribly Wrong (NYSEARCA:SCHD)
    2. The Motley Fool — If You Like the Schwab U.S. Dividend Equity ETF, You'll Love This ETF to Pair With It.
    3. 24/7 Wall St. — SCHD’s 27% Year Is Embarrassing Every Growth ETF in Your Portfolio
    4. 24/7 Wall St. — We Told You to Forget SCHD. It Just Beat the S&P by 12 Points, Its Biggest Win Ever
    5. Yahoo Finance — S&P 500 dividend yield hits record low near 1% and it has some retirees rethinking their strategies
    6. Yahoo Finance — Here's Exactly How Much You'd Need to Invest in SCHD to Generate $500 per Month in Passive Income
    7. TipRanks — Dividend ETF Showdown: SCHD vs. VYMI vs. JEPI for Income Investors
    confidence 60%
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