SUPERIOR Dividend ETF Investing to BEAT SCHD in 2024 (+50%)
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- Опубліковано 26 вер 2024
- What are the best dividend ETFs for 2024, and more importantly which ones are better positioned to outperform in the coming years.
Now one of the most popular dividend ETFs in the markets is schd, which is the Schwab us dividend Equity ETF.
This ETF has a very large fan base thanks to its consistent dividend yield, and capital appreciation ability, combined with strong risk mitigation which allows investors to experience consistent and reliable growth over the years.
Now has the ETF been flawless? absolutely not, in fact it does have quite a few underlying problems that I wanted to dissect so that investors can get a thorough understanding of what they are investing in so they are not simply relying on historical performance.
And this is start to a new series of videos that dissects popular dividend ETFs and focuses on how they can be improved, so that investors can maybe create their own versions, but also compare them with similar alternatives.
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Disclaimer:
I am not a financial advisor. Viktoriya Moskalyuk does not provide investing, tax, legal or accounting advice. This video is for entertainment and educational purposes only and should not be considered as financial advice. I am solely sharing my personal experience and opinions. I highly encourage you to do your own research- there is a risk of losing money in the market. You should consult your own tax, legal and financial/investment advisors before engaging in any transactions.
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@viktoriyaMedia would you be interested in going to lunch one day? I’d love to meet abc treat you to lunch at either the Jersey shore or in nyc whatever u prefer, the beach is hard to beat 😉! I look forward to hearing from you at your earliest convenience 👍🏻💯😍. Chris 🥂
Awesome stuff! My portfolio just surpassed the coveted ~$1m mark! Biggest positions VOO, VTI, SCHD, VYM, and now looking to build up DRGO alongside my individual stocks. I got ~$48800 divs last year in taxable divs. Q2 taxable divs this year was ~$17k this year. Get started and don't look back.
Great picks!
If one is in their 40s and just started investing (have 401k from work). Should they just focus on growth etf since it will be too late for them to see real benefits with dividends? I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here
Way to go, that portfolio is impressive! I bet you’ll smash your dividends from last year with SCHD going crazy in quarter 2 this year (: DRGO is a nice addition for dividend grower. Not that you need me to tell you that (: You’re waaaaay down the path already.
I wouldn't say early 40's is 'too late' for anything related to investing. If you have at least 20 years left to put money into the market then I think growth is a nice way to lean. I would still have a balance of the two. I think value/dividends is good to have at any age in any market (with at least a portion of the portfolio). A good F.A might be able to guide you and determine the most efficient strategy that suits your situation and circumstances. Believe me it takes out much of the guesswork!
I’m trying to get an advisor for guidance but it’s harder than you think. Anyone who is fee-based is hard to find and usually have a heavy workload. Would you be comfortable sharing a recommendation if it’s not too much trouble
To save you time: the ETF she recommended: DGRO @ 10:55
Bahahaha. Thank u. I was skipping thru and saw ur comment the same time she said the name. So annoying when youtubers use click baits...I usually ensure not to like or subscribe to those channels....#annoying.
You introduce a new ETF every week. Which ones do you actually invest your money in? Lol
haha.......................yeah
Yeah this is getting old
it’s looking like 98 to maybe 99.9% of investment videos on youtube at this point is exactly what they say it is “entertainment purposes only” back to reading those good ol books
She is younger than her audience, but she is the best teacher on how these products work! I appreciate all of Vik’s videos and I have a large $ portfolio. I watch her wonderful videos and then I feel educated enough to invest myself. Thank you Vik!! 😊
Im pretty sure she has some Canadian stocks invested with her spouse, but her account mainly reviews and explains popular ETF’s. I’m sure she also has sponsorships with some companies as well. Doesn’t necessarily mean she has to invest in all these ETF’s she talks about.
DGRO and SCHD are my 2 largest holdings. SCHD has matched the S&P's performance in the long run. Interesting how in 2022 everyone on UA-cam was pushing it. Now after just one underperforming year, everyone 💩s on it.
if you invest into either SCHD or DGRO for the long term you will do fine..i like the fact that schd has a lower expense ratio than dgro....
Agree, and actually even with mediocre 2023, SCHD outperformed it over the past 5 years.
LOL - and DGRO holds Microsoft and Apple, which anyone with much wealth already owns too much of. I bought SCHD and am looking at others to not own more of the top S&p500 stocks. COWZ and similar.
And that extra 1% divy ain't bad.
can't go wrong w/investing in both SCHD and DGRO = both awesome!!
I like investing in close-end funds that pay monthly dividends. The trick is to hold long term and reinvest the monthly dividends plus buy more shares on a monthly basis or when ever you can afford to. This can be easily done because close-end funds are bought and sold on the stock market just like regular stock. That’d be enough to create a portfolio that would pay you between $50k to $70k in dividend income
Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional
I completely agree; I am 60 years old, recently retired, and have approximately $1,250,000 in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, having a portfolio-advisor for investing is genius!
How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my savings?
@@Mathew-zs3nz shut up
Viktoria - 100% agreed with DGRO recommendation. Way better than SCHD going forward. I've been selling a lot of our SCHD since March 2023 and replaced with VOO and DGRO. HOWEVER - You're wrong in your description of SCHD fund screening and objectives. SCHD does NOT look for dividend growth, and it does not require its holdings to have increased or kept paying dividends to be included. The fund managers only need the holdings to pass 3 of the 4 filters to be included. This is how Ford made it onto SCHD, even though Ford cut its dividend completely 2 1/2 years ago! I emailed the fund managers about Ford in early 2023 and this is what they told me. That's when I started selling SCHD. I believe that the fund managers have taken an ESG stance on inclusion of some stocks, including Ford. DGRO has much better filters/screening that it must adhere to, and their inclusion of tech stocks, mid cap and small caps make it much better for the long run than SCHD.
Thank you for posting this insight into the manager’s response. Appreciate it!
the ETF is not static so following SCHD filters how long would it take to reduce Ford and 3M percentages by replacing with others ?
If DGRO and SCHD have had near identical performance over 10 years, but SCHD pays 1+% higher yield, what's the better play!? 🧐 (...rhetorical)
If you want higher dividends right away, probably SCHD. If you don't need the dividends until 7+ years in the future, I would go DGRO. Its tech holdings will probably help it outperform SCHD.@@jeffML3926
What's with the click bait in every single video? Thought you made a video a long time ago saying you're against it
Where’s the click bait here buddy?
What are you talking about?
The click bait is the fake Buffet tweet on the video thumbnail. That seems deceptive since the video has nothing notable to do with Warren Buffet. Personally I don’t think her putting a cleavage-y pretty photo on the thumbnail is clickbait but I’ve seen some people complain about that. I say if you’ve got it, no harm in using it.
I have enough AAPL and MSFT with QQQ and VOO. Don’t need it in SCHD
It's literally the same setup for my big 3 etfs as well as some individual stocks. Schd, VOO, and QQQ gets good diversity capital appreciation and divdend income.
Exactly! That is what diversification is all about.
SCHD + DGRO are commonly used in combination, since they have small overlap
, how about a contrarian approach investing to keep always about same amount in both ?
Thanks viktoriya, I have been a long time holder of DGRO. Can't wait to hear your upcoming video on this awesome ETF💪😎
DGRW is a nice one as well as pays monthly too.
I like your fun personality and you being very to the point. I was kind of surprised at the end when you said that both funds returned about the same over the last 10 years. You should have added that DRGO is a better prospect going forward because of its tilt towards technology, but I assume that it has always done sector rotation, so why hasn’t it done better historically?
Bravo, once again, you provide relevant vetted information. Thank you.🙂
Thank you very much! :)
You're the one who said buy TLT 30% ago! Good thing I didn't!!!!!!!!!!!!!!!!
Thank you! Looking forward to the video on DGRO!
DGRO vs DGRW?
Why isn't anybody talking about SPLG? It boggles the mind! SPLG has outperformed SCHD and DGRO. With SPLG at a 10yr total return of 242.60%, SCHD at 200.12%, and DGRO at 215.59%.
Don’t dump SCHD take a step back look at your time in the market you can add another similar etf to accommodate SCHD but don’t just dump your shares unless there is a actual reason to do so.
Always very informative videos on investing, thank you!
(I wish there was a version of you covering the UCITS ETFs we can invest in here in Europe 🙂 )
Not fond of dividend ETFs or Index funds for buy and hold. Every reinvested dividend is a taxable event. Simple growth seems better to me. Am I missing something?
I have both SCHD and DGRO, ratio 3:1. I like both ETFs.
Question for you. I have 2 funds from the past that I just moved. So I can control them my self they are FBIX and FRDPX both from Fidelity. I know I screwed up years ago as they both have a 5.5 % buy in . Which really really stinks. However since that has been lost already. I'd like to am asking ask your opinion, as to how they perform and the different risks between them and SAY DGRO or SVOL or some of the other ETF's that seem to be great to invest in these days. PS Like your videos ! Some of it is way over my head but it seem like it is coming from place in your head that is very knowledgeable and educated in this area good and this stuff ! Keep up the good work !
It wasn’t clear to me why DRGO provides 50% better returns than SCHD. That’s in your title, so why wasn’t that clear?
Hey there…
Maybe I missed it..:
But are these returns with drip or returns plus paying dividend?
Will return be higher if reinvested div?
Thanks
Please people, do not invest based on financial influencers on youtube. They'll have you trading every week when they come out with the newest recommendation.
lol. But it does give a hint to verify 😅😅
Happy with your CGDV recommendation
I love CGDV!
I hold both, plus VIG. There’s overlap between them but the mix gives good diversification based on my last assessment.
Take a look at AMLP it holds ET and the other mlps. But the fund pays the taxes so you get the dividend and can hold it in an Roth or IRA. I add this and some reits and bdcs to create a better equity with income portfolio. Can also add in a preferred stock etf.
Morningstar gives DGRW 5 stars (10 yr return 12.7%) and DGRO 4 stars (10 yr return 11.3%)
Hi Viktoriya, excellent analysis. Can you comment on Vanguard 500 ETF. Warren Buffet said it is his favorite ETF.
Wouldn’t the drop in 3M be a great time to start a position? The near term problems will go away and a 6% dividend while you wait.
Ford, 3M ,Verizon, Pfizer ….SCHD etf is going to lag other dividend growth etfs if that continue both on capital appreciation and dividend growth.
Thank for your space and you are hilarious good day Viktoriya.....
I already have VOO+SCHD+QQQM, but should I change it to VOO+SCHD+VGT ? 🤔
It's hard for me to take you seriously after you sold out your portfolio 2 months ago thinking that was the top of the market. You told your listeners not to time the market and you are doing that exactly. SCHD has been up 5% since you sold it out.
You can’t discount SCHD until after the next rebalance.
The last rebalance tanked it. ESG push to add Ford and other dogs just screwed it but good. Buy DGRO.
@@tomsettles6873 I have both. SCHD still is the better performer in my portfolio than DGRO.
hey Ryne, cheers sipping on hillbilly margarita(mt dew & tequilla) picked up wmt, hrl, hog, and qyld
‼️Why do you put Warren Buffet‼️ prominently in the top left corner of every thumbnail I ⁉️⁉️ SCAM CLICKBAIT‼️
vig is better than DGRO then
Great video for etf lovers
Can you cover some Canadian ETFs?
Schd or fskax or vtsax are all good. Pick one and be consistent. Constantly jumping ship for the latest and greatest is a poor strategy.
Thoughts on O and ADC
Take it with a grain of salt with these UA-camrs. They are looking out for their own interests as they get money from UA-cam. They will tell you one thing now and then another two days something else so they have content for UA-cam in order to get paid. They are quick to tell you, like, subscribe and comment. People do your OWN RESEARCH.
Too long winded with too little content concerning the title "Dividend ETFs".
Emard Spring
I believe this one is better SPLG 🤑🤑
I am not understanding your video. You sound like you are looking for a 1 fund portfolio like a total stock market index. I have growth ETFs, I have market ETFs, and I have dividends ETF as part of my 3 fund portfolio strategy. I use SCHD to diversify me over 10 of the 11 sectors. The only problem I have with SCHD is there is no energy exposure. So I bought some BRKB. Poof problem solved pus some growth exposure.
Problem solved but no divys.
Thanks for the vid but I still think SCHD will be the winner over time
Sauer Overpass
dgro at all time highs.
Can you cover PDI and GOF
I’ll keep holding the current SCHD but not investing more.
schd never delivered enough distribution to merit the cost per share so I sold it last year
One way to fix that strategy flaw in SCHD is to also have some QQQM😅
This is the first one that i wasn't riveted by. Good info, just don't really agree with your plot point.
So, what point(s) do you disagree with?
Russel Estates
In your next video compare DGRO with DGRW... Thanks
yes! will do!
I like Jepi and jepq
Gulgowski Orchard
DGRW
Satterfield Port
NO MORE BACKGROUND MUSIC!!!!!!!
somewhere in the middle the music wasn't edited properly, editors missed it! sorry! otherwise was it still too loud?
Mellie Pine
Runolfsdottir Spur
Weber Parks
looking for an etf top pick for income in a 401k. at this time i have SCHD
Hans Plaza
Why do you want to take a dividend fund and make it into a technology growth fund. I'm 5 minutes into this video and I can't listen to you. You make absolutely no sense thus far.
She make investing so complicated.
SCHD has been trash for a while now..
She's the worst investing advisor on UA-cam... She changes opinions weekly... Ice ignored her since the second week I saw her on my feed.. her bs keeps showing up, so I just watch to laugh
No thank you ETF Barbie
You know that you are lying and still you believe on yourself
Dgro 1000% over schd
Marketing schemes is all she is pushing for her own agenda , next video will be something else but test assure she will push you on seeking alpha
You make fantastic videos 👌💯 thanks, keep it up! 🩵📈
SCHG has been phenomenal over the past6 months
But SCHD is focused on income generation not Growth. If you want growth get a growth fund… I think its comparing apples and oranges…
While I am still working on launching my UA-cam Channel as Spectrum Internet service is not what it should be for there speeds. I would though have to disagree with with alot of what you said. For starters I hate to be the one that tells you but you miss the bigger broader picture of things quite a bit unless your just not talking about it. Which is also why I am unsubscribing.
Ford is actually really good of a company still way better than Government Motors which only needed to be bailed out back in the day and then will not take care of their clients. Ford currently has to date has not taken a bail out from what my research has shown. EVs are not what they are cracked up to be they will not solve the problem of fossil fuels the electric grid alone is not ready for it yet still. Point blank EVs are a waste of time money and valuable resources 1,000% so do knock a company due to leaving Electric Vehicles is not cool when there is not enough research to produce them to begin with. Don't be an Elan Musk sheep it doesn't look good.
Next even with there law suits yet again not looking at the broader picture 3M goes away as a company yes someone may pick up the slack somewhere but its as bad as says well be fine if Proctor & Gamble goes under or for that matter Walmart. 3M makes and produces to much medical supplies alone 99% of band aids are made by 3M or JNJ sraight and simple. Charles Schwab has proven to be a great smart company. On a personal opinion even better the JP Morgan that actually caused the housing market crash of 2008 and caused the Economy to fail because of it that of which the US still has not actually recovered from. Back on track here; yes 3M is not perfect but they are just as big as some banks that should not even be around is my point and will not go under they may drop which any long term investor even someone you seem to follow a lot Warren Buffet will say buy the dip or just keep buying the company if you like what they do.
Lastly as my job of field is in the IT field don't believe the news or everything you follow Microsoft is not what they are cracked up to be or the news makes them out to be. MS Office alone is over priced and I can tell you we are doing everything not to use it as its not worth the cost or price that is for a Government building even. They are lacking in the AI race Amazon, Apple, & Cisco are leading the way. Google & Amazon are leading in Cloud actually with Cisco as well. I would never recommend a Microsoft software unless someone really really needed it. Azure is not worth the benefits plus due to Cloud costs Government regulations are local and Fed now this is for mainly NY are moving to AWS or to "in house kept" the only cool thing Microsoft has done which supposedly has not effected the ocean floor was put a storage unit under the ocean as a drop and storage. Heck yet still they could not even build there own browser you got to love Microsoft Chrome 🤣. Brad is even better than Co Polit after using both for about 2 months now from launch. Not to much how much Microsoft mess up the coding of a PC when setting it up making users create a MS account not allowing a local account backing up to OneDrive instead of using the PC storage. Point blank Microsoft was never actually produced anything productively from scratch that work they can say is there own design I would never be proud of calling there life span mine if I was Bill Gates. He actually stole everything making is company and then the uneducated believe everything he says. The only true reason to add them to SCHD is due to Ford using MS software for there radios that we can say does not work right even still.
I will agree DGRO is not bad over all. I would not stress Broadcom either they are more of a service provider than anything else currently. They are not actually working with AI as much. Due to Seeking Alpha seemed good but I ditched following them as they were not providing good intell for a while.
what are your top 10 ETFs and top 10 STocks?
1st
Only
Love your videos Vik, could you please do a bond ETF video?
Thank you! I'm happy you enjoy the videos! and yes absolutely!
Bond ETF Vanguard Total Bond Market Index Fund ETF (BND) , iShares Core US Aggregate Bond ETF (AGG)
cmon Victoria...you can do better. DGRO was done long time ago. How about QUAL or DSTL?? Do something new.
definitely will cover those! but I wanted to focus on alternative dividend focused ETFs, those are growth :)