$SCHD · Dividendology · 2026-11-06
SCHD是核心持仓，约占投资组合的40%：其过去一年总回报接近42%，而标普500约为13.54%，自成立以来的股息增长接近11%。说话者称，2025年该基金在其上涨41%之前出现资金流出是一个重大错误，他更倾向于保持投资。
逐段跳播
然后这边明显的最大例外就是 SCHD，我投入了大约8.76万美元，现在价值13.5687万美元。
And then the big outlier obviously over here, SCHD, where I've allocated around $87.6k, now worth $135,687.
但与此同时，我投资组合中大约40%配置在 SCHD 上。今年的表现简直令人惊叹。看过去一年，SCHD 的总回报现在接近42%，而标普500大约为13.54%。
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%.
例如，SCHD 自成立以来的历史股息增长率接近11%。想想看，在这个水平上你的收入复利增长会有多快。毫无疑问，2025年 SCHD 的表现远远落后于市场。再说一次，我前几天把这个发到了 Twitter 上，我们看的是 SCHD 的资金流向。
人们是在把钱投入这只 ETF，还是在把钱撤出来？我们可以看到，在2025年10月、2025年11月，SCHD 实际上出现了资金流出。人们基本上是在它上涨41%之前离开了这只基金。多大的错误啊。
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.
这个频道对 $SCHD 的历次判断
Dividendology 在这只股票上共 8 条判断，这里只列相邻的几条。