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SCHY - ETF AI Analysis
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Schwab International Dividend Equity ETF (SCHY)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month and quarter, indicating positive recent momentum.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Broad International Diversification
Holdings spread across many countries and sectors help reduce the impact of problems in any single market or industry.
Negative Factors
Concentrated Country Exposure
A large portion of the portfolio is invested in a few countries like the UK and Switzerland, which can increase risk if those markets struggle.
Mixed Performance Among Top Holdings
Several of the largest positions have been weak or lagging this year, which can drag on overall returns.
Limited Technology Exposure
The fund has only a small allocation to technology stocks, so investors may miss out if that sector continues to perform strongly.
SCHY vs. SPDR S&P 500 ETF (SPY)
AUM2.10B
RegionGlobal Ex-U.S.
Expense Ratio0.08%
Beta0.36
IssuerSchwab
Inception DateApr 29, 2021
Dividend Yield3.18%
Asset ClassEquity
Index TrackedDow Jones International Dividend 100 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume869,562
30 Day Avg. Volume562,813
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
33.16Price Target Upside― Downside
Rating ConsensusHold
Number of Analyst Covering69
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHY Summary
SCHY is the Schwab International Dividend Equity ETF, which follows the Dow Jones International Dividend 100 Index. It invests in large and mid-sized companies outside the U.S. that pay relatively high dividends, giving investors income plus global diversification. The fund owns well-known names like BHP Group and Roche, along with many other companies across Europe, Asia, and Australia. Someone might consider SCHY if they want regular dividend income and to spread their investments beyond the U.S. A key risk is that international stock prices and currencies can go up and down, so your investment value and income can fluctuate.
How much will it cost me?The Schwab International Dividend Equity ETF (SCHY) has an expense ratio of 0.08%, which means you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because SCHY is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?SCHY's focus on high dividend yields from international markets could benefit from stable economic growth in developed countries outside the U.S., as well as increased demand for defensive sectors like Consumer Defensive and Health Care during uncertain times. However, the ETF may face challenges from rising interest rates, which can make dividend-paying stocks less attractive, and potential regulatory changes or economic slowdowns in key regions where its top holdings operate. Geographic diversification helps mitigate some risks, but currency fluctuations and geopolitical tensions could also impact performance.
SCHY Top 10 Holdings
SCHY leans heavily on non-U.S. blue chips, with a clear tilt toward defensive dividend payers in health care, consumer staples, and utilities. ONO Pharmaceutical and Roche are doing much of the heavy lifting, with rising share prices helping support the fund. BHP has also been a steady contributor, while British American Tobacco has quietly added some spark after a better stretch. On the flip side, Vinci and DHL have been lagging, acting like a small anchor on returns. Overall, performance is driven by a diversified mix across Europe, the U.K., Japan, and Australia.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| BHP Group Ltd | 4.63% | $96.17M | AU$259.65B | 43.66% | 68 Neutral | |
| GlaxoSmithKline | 4.23% | $87.77M | £87.35B | 50.87% | 77 Outperform | |
| Roche Holding AG | 4.22% | $87.68M | CHF287.83B | 46.49% | 73 Outperform | |
| ONO Pharmaceutical Co | 4.22% | $87.59M | ¥1.19T | 88.58% | 75 Outperform | |
| Wesfarmers Limited | 4.11% | $85.27M | AU$99.55B | 24.53% | 68 Neutral | |
| TotalEnergies SE | 4.06% | $84.29M | €137.70B | 9.16% | 78 Outperform | |
| Vinci SA | 4.04% | $83.93M | €75.52B | 24.38% | 76 Outperform | |
| Enel S.p.A. | 3.90% | $81.03M | €94.52B | 35.34% | 67 Neutral | |
| Unilever | 3.87% | $80.37M | £118.46B | 9.76% | 72 Outperform | |
| DHL Group | 3.70% | $76.74M | €54.19B | 33.27% | 76 Outperform |
SCHY Technical Analysis
Positive
―
Price Trends
30.56
Positive
29.35
Positive
28.07
Positive
Market Momentum
0.82
Negative
74.68
Negative
90.40
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCHY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.80, equal to the 50-day MA of 30.56, and equal to the 200-day MA of 28.07, indicating a bullish trend. The MACD of 0.82 indicates Negative momentum. The RSI at 74.68 is Negative, neither overbought nor oversold. The STOCH value of 90.40 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCHY.
SCHY Peer Comparison
Comparison Results
Performance Comparison
SCHY
Schwab International Dividend Equity ETF
33.23
9.73
41.40%
FDVV
Fidelity High Dividend ETF
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―
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FVD
First Trust Value Line Dividend Index Fund
―
―
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DWX
SPDR S&P International Dividend ETF
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―
―
IDVZ
Opal International Dividend Income ETF
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―
―
VDI
Virtus International Dividend ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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