SCHD

シュワブＵＳディビデンド・エクイティＥＴＦ

SCHD

シュワブＵＳディビデンド・エクイティＥＴＦ

シュワブＵＳディビデンド・エクイティＥＴＦ

SCHD

NASDAQ

$ -

Comprehensive analysis of historical returns, risk metrics, valuations, and growth rates.

trending_upPerformance Summary

Updated: 2026-03-18

YTD Return

12.29%

vs Jan 1

1Y Return

17.28%

Trailing 12M

3Y Return (Ann.)

13.36%

Annualized

5Y Return (Ann.)

8.73%

Annualized

Returns Comparison

12.3%

17.3%

13.4%

8.7%

12.5%

YTD1Y3YAnn.5YAnn.10YAnn.

Risk Profile

1Y Volatility15.10%

Sharpe Ratio (3Y)0.59

Beta (vs S&P 500)0.65

Beta below 1.0 suggests defensive characteristics compared to the broad market.

Valuation Metrics

P/E

16.23

16.94

PortfolioCategory Avg.

P/B

3.08

2.62

PortfolioCategory Avg.

P/S

1.68

1.72

PortfolioCategory Avg.

P/CF

10.72

11.42

PortfolioCategory Avg.

Growth Rates

Revenue

2.5%

6.6%

PortfolioCategory Avg.

EPS

-5.2%

3.4%

PortfolioCategory Avg.

Cash Flow

0.5%

4.5%

PortfolioCategory Avg.

Book Value

7.4%

7.3%

PortfolioCategory Avg.

シュワブＵＳディビデンド・エクイティ ＥＴＦ

trending_upPerformance Summary

Returns Comparison

Risk Profile

Valuation Metrics

Growth Rates

シュワブＵＳディビデンド・エクイティＥＴＦ