What is the single most popular dividend ETF on the planet?
Schwab’s U.S. Dividend Equity ETF (SCHD), and its track record speaks for itself.
European regulations make it impossible for you to buy... but I may have just found an interesting option.
SCHD has an incredible track record.
It’s currently got a starting yield of around 3%.
That’s nearly 3x the yield of the S&P 500, which is currently around 1%.
Not only do you start with an attractive yield, you get a strong history of dividend growth.
5-year dividend CAGR: 9.2%
10-year dividend CAGR: 10.6%
SCHD has been around for nearly 15 years.
If you would have invested $10,000 when it was first offered, here’s what your investment would look like today:
Your $10,000 is now worth $65,277
You receive more than $1,950 in dividends each year
That’s a yield on cost of 19.5%
2026 has been a very good year for SCHD so far.
Its total return is significantly outperforming the S&P 500 year to date.
How has SCHD delivered such impressive results?
Unlike a lot of dividend ETFs, SCHD looks at more than dividend yield.
It’s also looking at dividend quality.
In short: it buys good businesses.
But if you live outside the U.S., you know the main problem - you can’t buy it.
Thanks to UCITS regulations, SCHD isn’t available in Europe.
But what if you could take SCHD’s fundamental screening and apply it globally?
The Dow Jones U.S. Dividend 100 Index
SCHD tracks the Dow Jones U.S. Dividend 100 Index.
You can think of it as the fundamental engine under the hood of the ETF.
Here is the methodology behind it:
Consistency: It starts with companies with 10 consecutive years of dividend payments
Dividend Yield: It sorts those by yield and cuts the bottom half.
Financial Health: It looks at cash flow to total debt, and Return on Equity (ROE).
Capital Returns: Finally, it ranks them by dividend yield and their 5-year dividend growth rate.
After all of that, only the best 100 companies are included in the index.
This methodology is beautiful.
It gives us strong businesses with attractive starting yields and future dividend growth.
We want an ETF that does exactly this, but is available to everyone.
⭐ ETF Spotlight
Amundi S&P All World High Dividend Yield UCITS ETF Dist (AWHD)
Key Information
Name: Amundi S&P All World High Dividend Yield UCITS ETF Dist
Ticker: AWHD
ISIN: IE000LEIJUY9
Management Fee: 0.35%
Physical/Synthetic ETF: Physical
What?
This ETF tracks the S&P Global Dividend 100 Index.
Does that index name sound familiar?
It should.
This index is designed by the exact same provider (S&P Dow Jones Indices) and uses the same fundamental methodology as SCHD’s index.
The only difference?
It applies its quality screen to the global Large and MidCap universe, not just the US.
It selects 100 global stocks with a consistent record of paying dividends and strong business fundamentals.
Why?
This ETF gives European investors access to the same methodology SCHD uses without running into regulatory walls.
Plus, you get global diversification.
Backtests of the index show that it produces attractive dividend yields:
And dividend growth:
Sector Split
Here’s the sector split:
Financials are the largest sector (26.37%), followed by Industrials (17.12%) and Energy (15.13%).
Country Weightings
Here are the countries the ETF is invested in:
The ETF invests more than 2/3 of its assets outside the U.S. which provides significant global diversification.
Top Holdings
Here are the top 10 positions of the Amundi S&P All World High Dividend Yield UCITS ETF:
My main concern with this ETF right now?
It’s very new, with less than $5 million USD under management, and no distribution history.
But it is managed by Amundi, the largest asset manager in Europe with over €2 trillion under management.
ETF Portfolio Update: August 2026
I haven’t written about the ETF Portfolios in quite a while.
Let’s give you an update of where they are!
Our Portfolios are a mix of ETFs focused on generating a growing stream of income over the long term.
We use several factors that have historically performed well for dividend growth investors:
Quality: Only invest in companies with durable economic moats and strong cash flows.
Yield & Growth: High starting yields combined with historical dividend growth.
Global Reach: Access to the best capital allocators worldwide.
Paid subscribers have 24/7 access to our ETF Portfolios and will get an extensive update on what’s going on with them.
Quick Poll: What Would You Do?
Before you go, I’d love to get your take on this month’s spotlight ETF.
(Click your choice above or leave a comment below to share why)
One Dividend At A Time,
-TJ
P.S.
Next month, we are adding a brand-new position to our individual stock portfolio.
It’s an essential boring business that millions of people interact with every single day without ever seeing its name. It holds a near-unassailable moat in everyday consumer staples, produces massive free cash flow, and has been aggressively raising its dividend for years.
We’ll be opening up a rare, limited-time discount on annual subscriptions so you can read the full research report before our buy order goes live.
Keep a close eye on your inbox, you won’t want to miss this one.
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Fiscal.ai: Financial data