SCHD: Tired Of AI? I Want Cash In 2026

James FoordInvesting Group LeaderFollow5ShareSavePlay(8min)CommentsSummarySchwab U.S. Dividend Equity ETF (SCHD) offers a compelling alternative as the AI trade becomes crowded and valuations reflect high expectations. SCHD targets profitable, shareholder-friendly companies with strong balance sheets and reliable dividends, providing stability amid market uncertainty. In 2026, SCHD’s 3.7% yield, sector diversification, and low technology exposure can balance portfolios dominated by volatile growth or AI names. While SCHD may underperform in another AI-led rally, its focus on durability, income, and compounding positions it well for a choppy, uncertain regime. PM Images/DigitalVision via Getty Images Thesis Summary The AI narrative is now the most crowded trade in markets. That does not mean AI is “over, in my opinion, but it does mean expectations are already embedded in prices, leaving small room for upside.This article was written byJames Foord26.27K FollowersFollowJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth.

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