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Schwab International Dividend Equity ETF (SCHY)

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Upturn Advisory Summary
10/31/2025: SCHY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 7.94% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 0.81 | 52 Weeks Range 22.40 - 27.47 | Updated Date 06/29/2025 |
52 Weeks Range 22.40 - 27.47 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab International Dividend Equity ETF
ETF Overview
Overview
The Schwab International Dividend Equity ETF (SCHY) seeks to track the total return of the Dow Jones International Dividend 100 Index. The fund invests in dividend-paying stocks of companies located in developed countries outside the U.S.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm with a long history of providing investment products and services.
Management Expertise
Schwab has a team of experienced investment professionals managing its ETFs, leveraging its extensive resources and expertise in asset management.
Investment Objective
Goal
Seeks to track the total return of the Dow Jones International Dividend 100 Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Dow Jones International Dividend 100 Index, a market-cap-weighted index of high-dividend-yielding stocks from developed countries excluding the U.S.
Composition Primarily holds dividend-paying stocks of companies located in developed countries outside the United States.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 716000000
Competitors
Key Competitors
- VYMI
- IDV
- DWX
Competitive Landscape
The international dividend ETF market is moderately competitive, with several established players. SCHY benefits from Schwab's brand recognition and low expense ratio. Competitors may offer slightly different index methodologies or regional focuses.
Financial Performance
Historical Performance: Historical financial performance data is readily available from Schwab's website and other financial data providers. This data needs to be updated with recent performance figures.
Benchmark Comparison: The ETF's performance can be compared to the Dow Jones International Dividend 100 Index to assess its tracking efficiency. Analysis of tracking error is important here.
Expense Ratio: 0.11
Liquidity
Average Trading Volume
The average daily trading volume is typically moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth in developed international markets, interest rate policies, and currency fluctuations can significantly affect SCHY's performance.
Growth Trajectory
SCHY's growth is dependent on the demand for international dividend-focused investments and the performance of the underlying index. Changes to the index methodology and holdings can also influence its trajectory.
Moat and Competitive Advantages
Competitive Edge
SCHY benefits from Schwab's established brand, low expense ratio, and efficient trading. The ETF's focus on developed international markets provides diversification benefits. The ETF aims to provide consistent dividend income, which can be attractive to income-seeking investors. Its market-cap-weighted methodology offers broad market exposure. Lastly, the ETF's transparent portfolio holdings add to its appeal.
Risk Analysis
Volatility
The volatility of SCHY depends on the volatility of the underlying international equity markets. Historical volatility measures can be calculated from the ETF's price data.
Market Risk
SCHY is subject to market risk, including fluctuations in international equity prices and currency exchange rates. Changes in dividend policies of the underlying companies can also impact the ETF's performance.
Investor Profile
Ideal Investor Profile
The ideal investor for SCHY is someone seeking dividend income and international equity exposure. Suitable for investors looking for diversification and long-term growth.
Market Risk
SCHY is suitable for long-term investors seeking passive income and diversified international equity exposure.
Summary
SCHY is a low-cost ETF that tracks the Dow Jones International Dividend 100 Index, offering exposure to dividend-paying stocks in developed countries outside the U.S. Its competitive advantages are its low expense ratio and the reputation of Schwab. The ETF is susceptible to international market risks and currency fluctuations. It is ideal for long-term investors seeking dividend income and international diversification. The dividend payment might fluctuate depending on companies performance and market conditions.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Schwab Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is unavailable and based on estimations.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab International Dividend Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to measure the performance of high dividend yielding stocks issued by companies in developed and emerging countries outside the United States, as defined by the index provider. Normally it will invest at least 80% of its net assets in stocks included in the index, including depositary receipts representing securities of the index; which may be in the form of ADRs, GDRs and EDRs.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
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