Schwab's Dividend ETF's Worst Year Since 2012 Was a 5.5% Loss. The Cost Showed Up in the Good Years.
Its worst calendar year since 2012 was a loss of around 5.5%. What has that steadiness cost in the good years?
Overview
Between 2012 and 2025, the Schwab U.S. Dividend Equity ETF (NYSEMKT:SCHD) ended just three calendar years in the red, including the dividends it paid. And none of those losses were big. Its worst year, 2018, was a drop of around 5.5%.
That sort of record is a big reason income investors like the fund. In 2022, when the S&P 500 (SNPINDEX:^GSPC) dropped around 18% counting dividends, the dividend ETF lost only about 3%.
Details
But I don't think the number of losing years is what sets it apart. The S&P 500 was down in just two of those same 14 years.
Source
Originally published at www.fool.com.
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