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Upturn AI Summary
Schwab International Dividend Equity ETF(SCHY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SCHY
11/06/2026: SCHY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
SCHY offers exposure to high-dividend-yielding international equities by tracking a quality-screened index. Its primary strengths are a low expense ratio, institutional management, and a methodology designed to filter out weak companies, making it a cost-effective tool for portfolio diversification and income. While it provides strong utility for income-seeking investors, it carries risks associated with international currency fluctuations and global economic volatility. It is most suitable for long-term investors looking to build global income streams and should be monitored for changes in dividend sustainability and regional economic performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | This fund prioritizes dividend stability over aggressive capital appreciation. |
| Momentum investor | Weak fit | The dividend-focus strategy does not typically capture momentum-driven alpha. |
| Value investor | Strong fit | The fundamental screening process naturally tilts the portfolio toward value-oriented international stocks. |
| Dividend/Income investor | Strong fit | Designed specifically for investors seeking consistent income from international markets. |
| Low-risk investor | Mixed fit | While it emphasizes quality, it remains exposed to international market volatility and currency risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is looking for international diversification with a specific focus on income generation and quality-tilted companies.
Suitability
SCHY is best suited for long-term investors seeking to complement a domestic portfolio with international dividend income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | International markets can experience higher fluctuations than domestic equities. |
| Market risk | Medium / high | General global economic downturns can negatively impact stock valuations. |
| Concentration | Medium | Sector or regional biases may occur based on where companies pay the highest dividends. |
| Tracking/expense | Low | The fund has a very low expense ratio and maintains tight tracking to its index. |
| Liquidity | Medium | Some international small-cap or emerging market holdings may experience lower liquidity. |
| Business/sector quality | Low | The screening process explicitly selects for companies with strong financial health. |
Risk Analysis
Volatility
Historical volatility is consistent with international equity benchmarks, showing periodic sensitivity to global risk sentiment.
Market Risk
The primary risk is the exposure to non-U.S. economies, which are subject to different regulatory, political, and currency risks than domestic markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (Ex-US) | 85 | Provides broad exposure to established international economies outside of the United States. |
| Geography | Emerging Markets | 10 | Adds growth potential through exposure to developing economic regions. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains minimal liquidity for rebalancing and operational purposes. |
Analysis of Past Performance
Type ETF | Historic Profit 28.1% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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