SCHD Soars to New Heights: Dividend ETF Surpasses S&P 500 with 29% YTD Return
Schwab's U.S. Dividend Equity ETF (SCHD) is having its best year yet, with a year-to-date return of 29.29% as of September 13, 2026.
The fund has a long history of steady returns, but this year it's outperforming the S&P 500, which has a YTD return of around 11%. The shift in investor sentiment from growth to value is a key factor behind SCHD's success.
SCHD holds companies like Abbott Labs, Amgen, ConocoPhillips, Chevron, and Home Depot, which pay dividends and are less volatile than megacap tech stocks. This year's additions to the fund's index, including UnitedHealth, Procter & Gamble, and Accenture, have also contributed to its strong performance.
Investors are increasingly seeking stable income amid geopolitical uncertainty and market volatility, making SCHD an attractive option for those looking for a safer haven.