ETF Battles: A Dividend Showdown between Schwab, iShares and Pacer!

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  • Опубліковано 15 жов 2024
  • In this episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested triple header between equity dividend ETFs from BlackRock iShares (DGRO), Pacer Financial (COWZ), and Schwab (SCHD).
    Program judges Athan Psarofagis at Bloomberg Intelligence and Frank Tedesco III at Astoria Portfolio Advisors, examine this tussle between equity funds investing different dividend income strategies. Who wins? Find out.
    Each ETF is judged against the other in key categories like cost, exposure strategy, performance, and a mystery category. Watch the battle before you invest!
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    Athan Psarofagis (Bloomberg Intelligenc)
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    Frank Tedesco III (Astoria Portfolio Advisors)
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КОМЕНТАРІ • 50

  • @chessdad182
    @chessdad182 Рік тому +5

    Enjoyed the matchup. SCHD has really grown its dividends since 2017.

  • @baarbacoa
    @baarbacoa Рік тому +4

    I own COWZ as part of the HERD ETF, and I also own SCHD. Rather than pick one, I'll instead add DGRO.

  • @mikereyes9539
    @mikereyes9539 Рік тому +8

    Another great matchup -- awesome job guys! How about doing MOAT vs SPGP vs OMFL?

    • @bills1779
      @bills1779 9 місяців тому

      Has he done one on these 3 yet?? Very interesting

    • @artfclintlgnce1977
      @artfclintlgnce1977 8 днів тому

      GARP better than SPGP

  • @supersteve8305
    @supersteve8305 Рік тому +5

    SCHD is my largest holding. But I own some shares of Blackrock so I technically get some benefit from DGRO succeeding as well. I love my dividends, yes I do.

    • @etfguide
      @etfguide  Рік тому +1

      Dividends = cash flow and you can't argue with that! Best, Ron

  • @daveschmarder-1950
    @daveschmarder-1950 Рік тому +4

    Nice battle, Ron. And welcome to Frank. I have a little SCHD and will add more when I take my RMD in January. I've been a long time holder of VYM and I have VIG, but I found large enough differences in SCHD to add them in. Dividends is not my main focus, but I like value stocks.

    • @etfguide
      @etfguide  Рік тому +2

      Thank you Dave! Best, Ron

  • @ShOwStOpp3rr
    @ShOwStOpp3rr Рік тому +4

    COWZ never heard of that one before,,sounds right up my alley im gonna have to dig a little deeper on that one and see if it fits into my portfolio thanks for the great tip..

  • @cryptotiger7780
    @cryptotiger7780 6 місяців тому +2

    Great video. Going to add COWZ to my dividend portion of my portfolio.

  • @NoLimitsCommemorativ
    @NoLimitsCommemorativ Рік тому +7

    I gave up on buying individual companies and divided my holding's between SCHD, SCHG, VTI in my Roth, BRKB in my taxable account and FXAIX in my works 401k. If I'm lucky to live long enough I hope Ill be able to retire comfortably in 25- 30 years and collect from my works pension if it never implodes over time. I hope things work out.

    • @etfguide
      @etfguide  Рік тому +3

      Save, invest and control what you can. The rest will take care of itself. Thanks for watching! Ron

    • @Markazoid6041
      @Markazoid6041 Рік тому

      Why BRKB in a taxable account?

  • @michayng4105
    @michayng4105 Рік тому +4

    Excellent analysis. Packed full of insights. I learned a lot from this video. Knowledgeable guests. Anyone who invest in ETF should view this video.

    • @etfguide
      @etfguide  Рік тому +2

      Thank you michayng! Don't forget to subscribe and see you again soon. Ron

  • @RonnieM90
    @RonnieM90 Рік тому +4

    I think you could do a battle between LEAD, TDIV, and RDVY. They are lesser known dividend ETFs, but have performed well. I also think you could do a battle between DGRW and SCHD and a battle between LEAD and COWS.

    • @etfguide
      @etfguide  Рік тому +2

      Solid ETF battle ideas. Thank you Ronnie! BTW, I like your name. Ron 8 )

    • @RonnieM90
      @RonnieM90 Рік тому +1

      Another interesting battle could be between TDIV and TDV since they are both technology related dividend ETFs.

  • @KGold53
    @KGold53 Рік тому +3

    Strange three-way “dividend ETF” comparison when COWZ is included. Should have been DGRW instead, which has outperformed both SCHD and DGRO over the past 5 and 10 years. However, based on buying the dip, SCHD has had a poor year and is likely most attractive right now.

    • @etfguide
      @etfguide  Рік тому +2

      K: As you know, we curate the ETF Battle suggestions...but we don't control the actual tickers in each contest because they come from viewers like you. I see you're a linear thinker because DGRW is definitely more comparable to the others in this particular ETF triple header. But our show also accommodates non-linear ETF matchups which sometimes triggers the analysis of Yorkshire Terriers vs. Great Danes. The non-linear matchups are probably a more realistic backdrop of the investor's options in a chaotic world of different investment choices that don't necessarily align. Great seeing you again and thanks for watching! Ron

  • @RB-je3yj
    @RB-je3yj 2 місяці тому +1

    50k cowz, 50k schd, 50k schg!

  • @TheSmartLawyer
    @TheSmartLawyer 9 місяців тому +2

    Sorry. VOO has led volatility and the dividend is almost as high. The total return wins it. AND the low expenses

  • @benkmarchant
    @benkmarchant Рік тому +3

    Nice job guys!

    • @etfguide
      @etfguide  Рік тому

      Glad you enjoyed it and thank you. Ron

  • @timt1121
    @timt1121 Рік тому +8

    COWZ is too concentrated in energy for me.

  • @greggalexander5913
    @greggalexander5913 7 місяців тому

    The letters on the chart were a little wild card. A’s & F’s. At first I thought these were letter grades until I realized the F stood for Frank, and the A stood for Athan!😱😂💥

  • @Defender0fDead
    @Defender0fDead Рік тому +5

    How is cowz going to do if energy sector drops. I'd like some future considerations

  • @WilliamTaylor-ly7dp
    @WilliamTaylor-ly7dp Рік тому +1

    U have cleared all doubts...thanks 😊

  • @leweezo33
    @leweezo33 7 місяців тому +1

    Wow, just found this channell. I will be goiung through the back videos

    • @etfguide
      @etfguide  7 місяців тому +1

      Welcome aboard!

  • @bruceanderson8179
    @bruceanderson8179 Рік тому +1

    Using Portfolio Visualizer and backtesting from 2017 with dividends reinvested puts COWZ at the top with DGRO and SCHD in essentially a dead heat. Despite that it's just not all that definitive. COWZ lagged significantly amongst the 3 from mid 2019 through early 2021 and just recently outperforms. I had SCHD up until my July rebalancing. Just didn't like the 12 month sub par NAV performance. I also didn't like the fact that the top ten holdings represent 40% of the SCHD investment. Just a little too top heavy weighting for me.

  • @ryanvanderheyden3324
    @ryanvanderheyden3324 11 місяців тому +1

    Can u do a Canadian tsx etf divend battle ?
    Xei vs vdy vs hdiv

  • @artfclintlgnce1977
    @artfclintlgnce1977 8 днів тому +1

    Add FDVV!

  • @kevindarville4230
    @kevindarville4230 Рік тому +1

    FIBR vs FBND vs SCHZ

  • @philip5899
    @philip5899 Рік тому +1

    What the risk for SCHD if Schwab goes bankrupt?

    • @charlielipthratt7291
      @charlielipthratt7291 Рік тому

      @philip5899 - zero risk. The money / stocks are held by a 3rd party just for something like a company going bankruptcy.

  • @ebrahimhabib477
    @ebrahimhabib477 Рік тому

    Great video ron

  • @ANTHONYFRANZ-gi2qc
    @ANTHONYFRANZ-gi2qc Місяць тому +1

    DAMN ; MESSED UP ON WILDCARD !!!!!!!

  • @ebrahimhabib477
    @ebrahimhabib477 Рік тому

    Watching from Egypt

  • @danskisbees7348
    @danskisbees7348 11 місяців тому

    I like the mid cap exposure of COWZ, but it's going to take a nose dive when energy prices fall. SCHD outperforms hands down on 10 yr growth.

  • @rockind78
    @rockind78 Рік тому +1

    CALF vs DSMC

  • @Richardson_Mg
    @Richardson_Mg Рік тому

    MOAT vs any eft besides QQQ

  • @bills1779
    @bills1779 9 місяців тому

    MOAT vs SPGP vs OMFL

  • @cliffpeebles9705
    @cliffpeebles9705 Рік тому +2

    COWZ and SCHD have done battle before.

    • @etfguide
      @etfguide  Рік тому +4

      Hi Cliff,
      I just checked the ETF Battles archives...
      ✅We did a VIG vs. DGRO vs. SCHD matchup two years ago. (ua-cam.com/video/FRehc57qTUI/v-deo.html)
      ✅We did COWZ vs. DSTL one year ago. (ua-cam.com/video/gaGaT5waPgg/v-deo.html)
      ✅This episode is the first matchup we've had SCHD vs. COWZ vs. DGRO in the same contest.
      When it makes sense, we'll definitely do ETF re-matches.
      Thanks for being our backup scorekeeper! We need someone around here - anyone - to keep Ron in-line. RD😄

  • @RB-je3yj
    @RB-je3yj 2 місяці тому +1

    50k cowz, 50k schd, 50k schg!