Dividendology on $SCHD (Nov 6, 2026)
SCHD is a core holding at roughly 40% of the portfolio: its past-year total return is near 42% versus about 13.54% for the S&P 500, and dividend growth since inception is close to 11%. The speaker calls the 2025 fund outflows right before its 41% gain a major mistake, favoring staying invested.
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And then the big outlier obviously over here, SCHD, where I've allocated around $87.6k, now worth $135,687.
But along with that, around 40% of my portfolio is allocated to SCHD. And the performance this year has just been absolutely mind-blowing. If we look in the last year, the total return for SCHD is now close to 42%, while for the S&P 500 around 13.54%.
For example, SCHD's historical dividend growth rate since inception is close to 11%. Just imagine how fast your income compounds at that level. There's no doubt in 2025 SCHD was way underperforming the market.
And again, I put this out on Twitter the other day, but what we're looking at is SCHD fund flows. Are people investing money into the ETF or pulling money out of it? And what we can see is in October of 2025, November of 2025, SCHD was actually seeing fund outflows.
People were leaving the fund basically right before it had its 41% increase. What a major mistake.
What this channel has said about $SCHD
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