The article profiles the Schwab U.S. Dividend Equity ETF (SCHD), which holds 102 dividend stocks including blue chips Chevron (CVX), Coca-Cola (KO) and Home Depot (HD). As of Sept. 30, SCHD's trailing 12-month yield was 3.24%, more than three times the S&P 500's 1.05%, with a 0.06% expense ratio and annualized returns of about 12.4% over 10 years, 9.5% over five years and 23.4% over the past year. Its top sectors are healthcare (20.7%) and consumer staples (20.4%), with only 9.23% in tech, making it less concentrated in the AI trade. The author sees Coca-Cola and Chevron as likely to hold up well in a downturn, while Home Depot faces headwinds from rising rates and a frozen housing market, though it is only 3.81% of the fund and ranks 11th among holdings.
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The Schwab U.S. Dividend Equity ETF (SCHD) had a trailing 12-month yield of 3.24% as of Sept. 30, versus 1.05% for the S&P 500, with a 0.06% expense ratio and 102 dividend stocks. The fund has returned about 12.4% annualized over 10 years, 9.5% over five years and 23.4% over the past year. Coca-Cola (KO), Chevron (CVX) and Home Depot (HD) together make up about 12.3% of the fund, and Home Depot has lagged SCHD in recent years amid higher interest rates and a slowdown in housing. The fund's largest sectors are healthcare (20.7%), consumer staples (20.4%) and energy (14.1%), while tech accounts for only 9.23%. The article sees Coca-Cola as well positioned in consumer staples and Chevron as benefiting from strong energy earnings amid supply disruptions tied to the Iran war.
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- Coca - Cola Yields 2 . 3 % and Nike Yields 4 . 4 %. Here Why Only 1 of These High - Yield Dividend Stocks Is a Buy This October .
The article compares Coca-Cola, yielding 2.3%, and Nike, yielding 4.4%, two consumer stocks with long dividend growth streaks: Coca-Cola has raised its dividend for 64 consecutive years and Nike for 24. Nike offers the higher yield, but its shares trade 79% below their November 2021 peak amid a turnaround, expected sales declines this fiscal year, and intense competition. Coca-Cola is described as more stable, supported by its strong brand, steady demand, and a 34.9% operating margin in the second quarter, and the author leans toward it for investors who prioritize safety. The piece stresses that investors should weigh the pros and cons of both before deciding.
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