Analysis of Schwab U.S. Dividend Equity ETF (SCHD): Factor Exposure

A recent report highlights the Schwab U.S. Dividend Equity ETF's notable factor exposures, which may influence investor sentiment and stock pricing. This overview provides critical insights into SCHD's value, quality, momentum, and volatility factors.

Date: 11-09-2024

AI Rating: 6

The report on the Schwab U.S. Dividend Equity ETF (SCHD) provides vital information on its factor exposures, which are crucial for investors considering this ETF as part of their portfolio. The ETF primarily focuses on Large-Cap equities with substantial exposure in the Financial sector and the Biotechnology & Drugs industry.

The analysis of the major investing factors reveals key scores for SCHD:

Value: 68
Quality: 71
Momentum: 15
Low Volatility: 89

These scores indicate strong quality and low volatility characteristics, suggesting that SCHD may be a stable choice for risk-averse investors or those seeking consistent dividend performance.

Factor Ratings:

Value (68): A score of 68 indicates a decent value proposition, which might attract value investors seeking bargains in the market.
Quality (71): With a quality score of 71, SCHD demonstrates solid fundamentals, enhancing its attractiveness for long-term holdings.
Momentum (15): The low momentum score suggests that the ETF may not be currently trending upwards, which could be a caution for momentum-based investors.
Low Volatility (89): The high low volatility score highlights its stability, presenting it as a favorable option for risk-averse investors.

Stocks: SCHD