This Dividend ETF Yields 3.2% and Is Beating the Nasdaq-100 This Year
Yahoo Finance ·
The Schwab U.S. Dividend Equity ETF ( SCHD 0.35% ) is having an exceptional year, despite being considered a more conservative fund compared to growth-focused funds. The fund has returned about 20% in 2026 as of this writing, ahead of the roughly 11% gain in the S&P 500 . And it's ahead of the tech-heavy Nasdaq-100 's roughly 17% return, too. The growth indexes have set the market's pace for most of the artificial intelligence (AI) boom, and income funds have been the thing investors held for stability. Yet here is a $95 billion portfolio of dividend payers trading at a 52-week high, yielding about 3.2%, and charging just 0.06% in annual expenses. Here's a closer look at how the fund pulled it off.
AI 시장 분석
SCHD ETF has recorded a return of approximately 20% in 2026, outperforming the S&P 500's 11% and the Nasdaq-100's 17%. This indicates that dividend stocks have secured both stability and profitability amidst an AI-driven growth stock market. A dividend yield of 3.2% and a low expense ratio of 0.06% serve as strong attractions for conservative investors.
상승 영향
- Dividend Stocks — The 3.2% stable dividend yield and low 0.06% expense ratio are appealing. By maintaining lower volatility than growth stocks while outperforming market returns, inflows from institutional and retail investors are expected to continue.
하락 영향
- Technology Stocks — The Nasdaq-100, which led the market due to the AI boom, has shown relative weakness by posting lower returns than SCHD. As market focus shifts from growth stocks to value stocks generating stable cash flow, the attractiveness of technology-heavy portfolios has relatively declined.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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