SCHD: Buy The Dip And Call It A Day

(7min)

Summary

  • SCHD offers stability and income appeal with a 4.1% dividend yield, significantly higher than SPY's 1.4%, and a lower Beta score of 0.625.
  • SCHD's diversified portfolio focuses on defensive sectors like Energy, Healthcare, and Consumer Staples, providing downside protection and upside potential.
  • SCHD's holdings, like Bristol Myers and Verizon, are undervalued, offering built-in capital appreciation potential alongside strong historical dividend growth rates.
  • With a low expense ratio of 0.06% and quarterly rebalancing, SCHD is a cost-efficient, sleep-well-at-night ETF for long-term total returns.
  • Looking for a portfolio of ideas like this one? Members of iREIT®+HOYA Capital get exclusive access to our subscriber-only portfolios. Learn More »
Pink piggybank stuffed with dollar bills

MarsBars

All the talk about tariffs in the news takes not only a financial toll but also an emotional toll as well. I would say that by now, most people are getting tariff-fatigued and watching some of their holdings take a hit isn’t

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This article was written by

21.17K Followers

I am Gen Alpha. I have more than 14 years of investment experience, and an MBA in Finance. I focus on stocks that are more defensive in nature, with a medium- to long-term horizon.

I provide high-yield, dividend growth investment ideas in the investing group

iREIT®+HOYA Capital

. The group helps investors achieve dependable monthly income, portfolio diversification, and inflation hedging. It provides investment research on REITs, ETFs, closed-end funds, preferreds, and dividend champions across asset classes. It offers income-focused portfolios targeting dividend yields up to 10%.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of SCHD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am not an investment advisor. This article is for informational purposes and does not constitute as financial advice. Readers are encouraged and expected to perform due diligence and draw their own conclusions prior to making any investment decisions.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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About SCHD ETF

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