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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