ETF Rebalancing Calculator

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Dividend ETFs

SCHD

Schwab US Dividend Equity ETF

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Schwab US Dividend Equity ETF (SCHD) is an exchange-traded fund that provides investors with exposure to dividend-paying equities. It carries an expense ratio of 0.06%. The fund offers a dividend yield of approximately 3.42%. The portfolio holds 104 securities.

Category

Dividend ETFs

Dividend Yield

3.42%

Expense Ratio

0.06%

Holdings

104

Dividend History

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Top Holdings

1Broadcom
2Merck
3Amgen
4Home Depot
5PepsiCo

Key Features

  • High dividend yield
  • Low volatility
  • Quality large-cap focused
  • Quarterly dividends

Advantages

  • Stable dividend income
  • Low expense ratio
  • Superior company selection
  • Suitable for long-term investing

Risks

  • Lower returns vs. growth stocks
  • Weakness during rising rates
  • Sector concentration risk

Rebalancing Strategy

Maintain target allocation through quarterly rebalancing; use dividend reinvestment strategy

SCHD Investment Analysis

SCHD (Schwab US Dividend Equity ETF) is a Dividend ETFs ETF comprising 104 holdings. It has an expense ratio of 0.06% and a dividend yield of 3.42%. Its very low expense ratio makes it well-suited for long-term investing.

With a 3.42% dividend yield, it is ideal for income investing. Reinvesting dividends can maximize the compounding effect.

SCHD can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

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