Schwab Dividend Equity ETF Posts 59.5% Five-Year Return and 3.62% Yield
Schwab Dividend Equity ETF delivered 59.49% price return over five years and 234.05% over ten years, with a 3.62% dividend yield surpassing its mid-cap rival’s 57.68% five-year gain and 2.4% yield. The fund’s large-cap dividend focus cements its benchmark status as investors rotate into mid-cap equities.
1. Performance Comparison
Schwab Dividend Equity ETF returned 59.49% price return over five years and 234.05% over ten years, outpacing WisdomTree MidCap Dividend’s respective 57.68% and 153.73% gains. Recent market rotation into mid-cap names has narrowed the five-year performance gap.
2. Income Profile
With a 3.62% dividend yield paid quarterly, Schwab ETF offers higher income than the 2.4% yield generated by its mid-cap rival. Regular distributions and strong yield support its appeal to income-focused investors.
3. Benchmark Status
As a leading large-cap dividend fund, Schwab Dividend Equity ETF serves as a key benchmark for income strategies. Its performance and yield metrics guide investor comparisons across the dividend ETF universe.