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SCHY - ETF AI Analysis
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Schwab International Dividend Equity ETF (SCHY)
Rating:61Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, reflecting strong overall momentum.
Low Expense Ratio
With a very low expense ratio, this ETF allows investors to keep more of their returns compared to higher-cost funds.
Global Diversification
The fund’s exposure to multiple countries, including the UK, Australia, and Switzerland, reduces reliance on any single market.
Negative Factors
Underperforming Holdings
Some top holdings, like TotalEnergies SE, have shown weak performance, which could drag on overall returns.
Limited Technology Exposure
The ETF has minimal exposure to the technology sector, potentially missing out on growth opportunities in this area.
High Concentration in Consumer Defensive
The fund’s largest sector allocation is Consumer Defensive, which may limit upside potential during economic growth periods.
SCHY vs. SPDR S&P 500 ETF (SPY)
AUM1.65B
RegionGlobal Ex-U.S.
Expense Ratio0.08%
Beta0.36
IssuerSchwab
Inception DateApr 29, 2021
Dividend Yield3.54%
Asset ClassEquity
Index TrackedDow Jones International Dividend 100 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume399,717
30 Day Avg. Volume417,143
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
30.88Price Target Upside― Downside
Rating ConsensusHold
Number of Analyst Covering69
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCHY Summary
The Schwab International Dividend Equity ETF (SCHY) is an investment fund that focuses on high-dividend-paying companies from developed countries outside the U.S. It tracks the Dow Jones International Dividend 100 Index and includes well-known companies like GlaxoSmithKline and Roche Holding AG. SCHY is ideal for investors seeking steady income and global diversification, as it invests in industries like healthcare, consumer goods, and financials across regions like the UK, Australia, and Japan. However, new investors should be aware that the ETF’s performance depends on international markets, which can be affected by currency fluctuations and global economic conditions.
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 is leaning heavily on health care giants like Roche Holding AG and GlaxoSmithKline, which have been steady performers thanks to strong pipelines and cash flow management. Consumer defensive names like British American Tobacco are also contributing positively, buoyed by robust dividends and strategic initiatives. However, Wesfarmers Limited is lagging, with bearish technical trends holding back its potential. The fund’s focus on high-yielding international equities creates a diverse mix, but its tilt toward health care and consumer defensive sectors suggests a cautious approach to global market volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| BHP Group Ltd | 4.16% | $68.60M | AU$231.44B | 21.90% | 68 Neutral | |
| Roche Holding AG | 4.11% | $67.86M | CHF263.28B | 52.00% | 73 Outperform | |
| ONO Pharmaceutical Co | 3.98% | $65.65M | ¥1.04T | 26.35% | 75 Outperform | |
| Vinci SA | 3.98% | $65.62M | €66.81B | 20.87% | 76 Outperform | |
| Wesfarmers Limited | 3.92% | $64.76M | AU$93.29B | 23.06% | 68 Neutral | |
| GlaxoSmithKline | 3.91% | $64.58M | £73.20B | 35.46% | 77 Outperform | |
| Enel S.p.A. | 3.90% | $64.36M | €89.06B | 28.78% | 67 Neutral | |
| TotalEnergies SE | 3.89% | $64.18M | €120.47B | 6.95% | 78 Outperform | |
| DHL Group | 3.88% | $64.08M | €51.34B | 38.56% | 76 Outperform | |
| British American Tobacco | 3.85% | $63.56M | £91.66B | 46.49% | 71 Outperform |
SCHY Technical Analysis
Positive
―
Price Trends
28.68
Positive
28.12
Positive
26.92
Positive
Market Momentum
0.30
Negative
69.38
Neutral
75.74
Neutral
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 29.34, equal to the 50-day MA of 28.68, and equal to the 200-day MA of 26.92, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 69.38 is Neutral, neither overbought nor oversold. The STOCH value of 75.74 is Neutral, 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
29.91
7.59
34.01%
FVD
First Trust Value Line Dividend Index Fund
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―
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FDVV
Fidelity High Dividend ETF
―
―
―
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
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―
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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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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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