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Upturn AI SWOT - About
Schwab International Dividend Equity ETF (SCHY)
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Upturn Advisory Summary
07/24/2025: SCHY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.37% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/24/2025 |
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, reflecting the performance of high-dividend-yielding companies outside the U.S.
Reputation and Reliability
Schwab is a well-established and reputable financial services firm known for its low-cost investment products.
Management Expertise
Schwab has extensive experience managing ETFs and other investment products, with a dedicated team of professionals overseeing portfolio management and risk management.
Investment Objective
Goal
To track the total return of the Dow Jones International Dividend 100 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management approach, seeking to replicate the performance of its benchmark index.
Composition The ETF primarily holds dividend-paying stocks of companies located outside the United States.
Market Position
Market Share: SCHY holds a significant, though not dominant, market share in the international dividend ETF segment.
Total Net Assets (AUM): 5260000000
Competitors
Key Competitors
- VYMI
- DVY
- IDV
- EFV
Competitive Landscape
The international dividend ETF industry is competitive, with numerous funds vying for investor capital. SCHY's advantages include its low expense ratio and Schwab's brand recognition. However, it competes with larger, more established ETFs like VYMI and DVY, which may have higher liquidity and broader investor appeal.
Financial Performance
Historical Performance: Historical performance data is available from Schwab's website and other financial data providers. Performance varies with market conditions and dividend yields.
Benchmark Comparison: The ETF's performance should closely track the Dow Jones International Dividend 100 Index. Deviations may occur due to tracking error and expense ratio.
Expense Ratio: 0.11
Liquidity
Average Trading Volume
SCHY's average trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
SCHY has a typically tight bid-ask spread, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth in developed and emerging markets, interest rate policies of central banks, and currency fluctuations can significantly impact SCHY's performance.
Growth Trajectory
SCHY's growth trajectory depends on investor demand for international dividend-paying stocks and its ability to maintain its low-cost advantage.
Moat and Competitive Advantages
Competitive Edge
SCHY benefits from Schwab's strong brand and distribution network, enabling it to attract investors seeking low-cost international dividend exposure. Its expense ratio is relatively low, enhancing its competitiveness. By tracking a specific index and focusing on dividends, SCHY caters to investors seeking income from international equities.
Risk Analysis
Volatility
SCHY's volatility is similar to that of other international equity ETFs. It is subject to market fluctuations and currency risks.
Market Risk
SCHY's underlying assets are subject to various market risks, including economic downturns, political instability, and currency depreciation in the countries where the underlying companies are located.
Investor Profile
Ideal Investor Profile
The ideal investor for SCHY is a long-term investor seeking income from international equities and diversification of their portfolio.
Market Risk
SCHY is suitable for long-term investors and passive index followers who are comfortable with international equity risk.
Summary
SCHY provides a low-cost way to invest in international dividend-paying stocks. It's suitable for investors seeking income and diversification beyond the US market. The ETF tracks a specific index, offering transparency and a passive investment approach. While it faces competition from other established ETFs, its competitive expense ratio makes it an attractive option for cost-conscious investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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.