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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Schwab U.S. Dividend Equity ETF: holdings, performance and fees
1Y return+25.0%
3Y return-52.8%
Top 10 holdings
| Holding | Weight |
|---|---|
| MERCK & CO INC | 4.9% |
| ABBOTT LABORATORIES | 4.6% |
| AMGEN INC | 4.4% |
| COCA-COLA | 4.2% |
| CHEVRON CORP | 4.2% |
| CONOCOPHILLIPS | 4.1% |
| VERIZON COMMUNICATIONS INC | 4.1% |
| UNITEDHEALTH GROUP INC | 4.0% |
| PROCTER & GAMBLE | 3.9% |
| HOME DEPOT INC | 3.8% |
Top countries
- USA97.0%
- Ireland2.7%
- Sweden0.2%
- Puerto Rico0.1%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN