From 2023 to 2025, the Schwab U.S. Dividend Equity ETF (SCHD) returned 22%, well behind the 86% of the Vanguard S&P 500 ETF (VOO) and the 50% of the WisdomTree U.S. Dividend Equity ETF (DTD). Before that slump, the fund had roughly nine years of strong performance, and this year it has returned to the top tier of dividend ETFs. Over its first 10 years since its 2011 inception, SCHD returned 321% in total, versus 355% for VOO. The article attributes the weak period to some ill-timed sector rotations during reconstitution, disappointing top-10 holdings such as United Parcel Service and Lockheed Martin, and a market led by mega-cap tech that the fund largely avoids. SCHD has grown its annual dividend every year since 2011 and has consistently maintained a yield of around 3%.
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