SCHD (SCHD) AIQ Analysis
SCHD scores 65/100 with Smart Score 8/10 and Sharpe -1.27.
AIQ Brief
SCHD is currently in a mixed setup with AIQ 65/100 and Smart 8/10 (strong relative) at $30.86. Risk is elevated. Read this as a prioritization signal, then confirm entry quality and sizing with your own risk plan.
Quality is the strongest contributor at 76/100, while Momentum is the binding constraint at 52/100. With a 24-point spread, the profile is imbalanced, so patience and entry discipline are more important than speed.
SCHD ranks 4/4 in this peer set (65 vs peer average 71.3). On risk-adjusted efficiency, Sharpe is below peer average (-1.27 vs 1.27). This helps distinguish true relative leadership from broad sector drift.
Action now: this is a neutral/selective setup. Improve entry quality by waiting for momentum acceleration or a better risk profile before adding. Keep sizing moderate until factors align.
Sharpe is -1.27, which is negative: recent return has not compensated for risk over this lookback window.
| AIQ Component | Score | Signal Read |
|---|---|---|
| Momentum | 52 | Mixed trend quality with uneven follow-through. |
| Value | 60 | Valuation appears close to fair value. |
| Quality | 76 | Profitability and consistency profile is strong. |
| Risk | 76 | Risk profile is elevated; position sizing matters. |
| Sentiment | — | Sentiment signal is currently unavailable. |
Current AIQ Read
SCHD currently screens as neutral. Wait for confirmation from trend quality and risk conditions before increasing exposure.
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