I Tested the Top 38 Dividend ETF's! SCHD, VIG, DGRO & More!

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  • Опубліковано 26 вер 2024
  • In this video I am breaking down my comprehensive review of 38 Different Dividend ETF's over the past 1, 5 and 10 years. Dividend Yields from 1% up to over 5%. The dividend results are surprising.
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    Schwab Dividend Equity ETF (SCHD)
    Vanguard High Yield Dividend ETF (VYM)
    VIG Vanguard Dividend Appreciation ETF
    SCHD Schwab US Dividend Equity ETF
    VYM Vanguard High Dividend Yield Index ETF
    DGRO iShares Core Dividend Growth ETF
    SDY SPDR S&P Dividend ETF
    DVY iShares Select Dividend ETF
    FNDX Schwab Fundamental US Large Co. Index ETF
    DGRW WisdomTree US Quality Dividend Growth Fund
    NOBL ProShares S&P 500 Dividend Aristocrats ETF
    FVD First Trust Value Line Dividend Index Fund
    HDV iShares Core High Dividend ETF
    RDVY First Trust Rising Dividend Achievers ETF
    SPYD SPDR Portfolio S&P 500 High Dividend ETF
    PRF Invesco FTSE RAFI US 1000 ETF
    CGDV Capital Group Dividend Value ETF
    IDV iShares International Select Dividend ETF
    FDL First Trust Morningstar Dividend Leaders Index Fund
    DLN WisdomTree U.S. LargeCap Dividend Fund
    DON WisdomTree U.S. MidCap Dividend Fund
    #dividendetf #dividendstocks #schd

КОМЕНТАРІ • 273

  • @AverageJoeInvestor
    @AverageJoeInvestor  7 місяців тому +105

    **IMPORTANT UPDATE -- Confirmed Issue with PRF. Yahoo! Finance data DID correctly adjust price due to the 2023 5:1 SPLIT but the dividends are off. PRF is no longer the best based on the DATA. All other DATA is correct. MY APOLOGIES for the Issue! As a measure of good faith, here is a Google Sheets copy of the Spreadsheet for you to review.**
    docs.google.com/spreadsheets/d/1bUw1URiCewcSRQBkc8iennSjBSWkRILkz95LDub_1Ss/edit?usp=sharing
    Click this link to get up to 15 free stocks from moomoo U.S when you make a qualified deposit! Terms & Conditions Apply: j.moomoo.com/00mF4L

    • @pgra7345
      @pgra7345 7 місяців тому +19

      Please pause, replace, or delete this video as the calculated error on PRF is huge. Not everyone will back test PRF or read the comments. Thanks again for your follow through by removing incorrect information / content.

    • @absurdnerd7624
      @absurdnerd7624 7 місяців тому +15

      It takes a real great person to publicly say that they were wrong. Much respect for you young fellow. Wishing you continued success with everything.

    • @BreindelPhotography
      @BreindelPhotography 7 місяців тому +4

      Thanks are you going to redo that portion? Please repost

    • @pioneer7777777
      @pioneer7777777 7 місяців тому +1

      Do the end portfolio values take into account the fees? Like TDIV, the highest non error portfolio value in the 10 year test has a 0.5% fee. So that's $125 from the first year, so that's about $1500 at least in fees over time that are then not reinvested. Hard to tell if that's reflected here or not.

    • @ebrahimhabib477
      @ebrahimhabib477 4 місяці тому +2

      Thanks Joe

  • @henrymitchell9717
    @henrymitchell9717 Місяць тому +228

    I own SCHD. I also own individual stocks that I collect dividends and sell covered calls on.

    • @larrydimon7811
      @larrydimon7811 Місяць тому +5

      Keep it going! I am at 2.25 mil. Biggest positions VOO, VTI, SCHD, VYM, and now looking to build up DRGO. I got $48,800 divs last year in taxable divs. Q2 taxable divs this year was $17,388 this year. I still have 5 years or so until retirement and I sleep well at night.

    • @Couchlnvestor
      @Couchlnvestor Місяць тому

      SCHD has one year return about 3.5%, plus the 3.5 yield. Very underwhelming. Let me help you. JEPQ, JEPI, SVOL. You're welcome.

    • @larrydimon7811
      @larrydimon7811 Місяць тому +3

      I like my money, like diabetes slow and steady! I am already retired and lucky for me, my F.A believes in investing for income. So I do have a check coming every month, my draw on my dividends

    • @ShelleyfromCali
      @ShelleyfromCali Місяць тому

      Hi, I am trying to get an advisor for guidance but it's harder than you think. I am a doctor and the field of finance is not that close to me so far, but I am eager to bridge that gap. Starting with ETFs is my goal but with so many to pick from it's confusing the majority of the time. Do you know if your advisor is willing to consult with clients in other geographical areas?

    • @larrydimon7811
      @larrydimon7811 Місяць тому +1

      Oh very well then, conducting due diligence on *Lina Dineikeine* should suffice. She has established a notable reputation over time, and her system is acclaimed for its outstanding quality. Good woman!

  • @st.charlesofaberdeen154
    @st.charlesofaberdeen154 7 місяців тому +202

    Some of y'all are really rude when it comes to his mistake on the dividend ETF PRF....chill.... you're getting free research without any work. Be grateful.❤

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +14

      THANK YOU for watching and for leaving your $0.02 in the comments! =)

    • @dogelife7901
      @dogelife7901 7 місяців тому +4

      This is the only comment I've seen that is rude. The other were respectful. -Respectfully.

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +4

      @@dogelife7901 I’m always open to feedback, especially when I make a mistake. Thanks for weighing in!

    • @absurdnerd7624
      @absurdnerd7624 7 місяців тому +2

      I have not made any rude comments on this video, except for scammers.

    • @st.charlesofaberdeen154
      @st.charlesofaberdeen154 7 місяців тому +3

      @@dogelife7901 the author of the video didn't think my comment was rude and in reality that's the only opinion that matters and if your feelings are hurt then you werel probably guilty of being rude. Guilty as charged.

  • @darnellcapriccioso
    @darnellcapriccioso Місяць тому +280

    My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows.

    • @richardhudson1243
      @richardhudson1243 Місяць тому +3

      The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner.

    • @ChadRoberts-x6i
      @ChadRoberts-x6i Місяць тому +1

      Partnering with a financial advisor has transformed my approach to investing. Their expertise and personalized guidance have not only helped me navigate complex financial markets but also optimized my portfolio to achieve my long-term goals efficiently.

    • @maiadazz
      @maiadazz Місяць тому +1

      pls how can I reach this expert, I need someone to help me manage my portfolio

    • @ChadRoberts-x6i
      @ChadRoberts-x6i Місяць тому +1

      Annette Marie Holt is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @EmilyMoore-n7n
      @EmilyMoore-n7n Місяць тому +1

      I just googled her now and I'm really impressed with her credentials. I reached out to her since I need all the assistance I can get.

  • @DonaldMark-ne7se
    @DonaldMark-ne7se 2 місяці тому +220

    My aunt passed and I inherited some of her portfolio and cash savings, I’m 51 with about 400k cash in savings and as usual everybody’s preaching invest, so what stocks are a good long term buy, only major purchase I intend to make is buying a home in 5years from my returns

    • @kevinmarten
      @kevinmarten 2 місяці тому +1

      Lucky you, I’d buy a lot of tech stocks and Dividend portfolios with that.

    • @Jamessmith-12
      @Jamessmith-12 2 місяці тому +1

      Don’t come to UA-cam looking for UA-cam advise, instead contact a fiduciary for proper guidance.

    • @JacquelinePerrira
      @JacquelinePerrira 2 місяці тому +1

      Same, I just use UA-cam for research purposes, I run all my major investment through an investment adviser, the market is just too unstable to handle things on your own.

    • @kevinmarten
      @kevinmarten 2 місяці тому +1

      How do I reach out to a financial advisor, my portfolio has been struggling since 2022 and I’ve been holding on by the skin of my teeth.

    • @JacquelinePerrira
      @JacquelinePerrira 2 місяці тому

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @Markscott412
    @Markscott412 3 місяці тому +163

    Hi, I started my 250k portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education! Will this provide solid cashflow?

    • @Williamjame444
      @Williamjame444 3 місяці тому +1

      Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?

    • @AndreaRoberto-wm3th
      @AndreaRoberto-wm3th 3 місяці тому +1

      keep acquiring! I'd suggest you consider financial advisory at this point in time, remember you are in for the long haul

    • @jackwillison177
      @jackwillison177 3 місяці тому +3

      I agree, while balancing your portfolio allocations. I’d suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.

    • @vivianlucy141
      @vivianlucy141 3 місяці тому

      I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

    • @jackwillison177
      @jackwillison177 3 місяці тому

      Well, I chose Melissa Elise Robinson as my advisor after her interview on CNBC In 2020. She is SEC regulated with offices in the US and quite frankly a genius with portfolio diversification. You should look her up

  • @godcountry7932
    @godcountry7932 7 місяців тому +22

    This is by far one of the best spreadsheet setups I have seen so far. Got me thinking in a whole new direction from an analysis perspective. Much appreciated.

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      Glad it was helpful! THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @ds.sabujsarder4234
    @ds.sabujsarder4234 7 місяців тому +30

    Schd is a core position for me. Can’t wait for it to pay all my bills years from now.

  • @DuffyJ1111
    @DuffyJ1111 7 місяців тому +30

    I'm sticking with SCHD since I'm a fairly new investor. Adding a couple shares a month when I can.

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +4

      I like it!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @loakland2773
    @loakland2773 7 місяців тому +10

    Great job Joe...Love this series of reviews of various ETF's.... Would you consider investing in several dividend ETF's to blend together. Yes, I realize there would be overlap but have been considering. I currently hold DIVO, SCHD, DGRO... Considering picking up DGRW and SCHG for another account as well.... Thanx again for your quality work....

  • @xavier_lucas
    @xavier_lucas 7 місяців тому +213

    Is the stock market actually getting better or is this the regular end of year market manipulation to entice new investors, I'm currently sitting on an inheritance of 300k and i'm wondering do I invest in stocks or Gold?

    • @BenBak-wt7qi
      @BenBak-wt7qi 7 місяців тому +1

      Even while $300k mightt seem like much, one bad decision might seriously deplete it. As such, exercise extreme caution in where and how you invest. It is advisable to diversify while retaining 70-80% in secure investments. Along with your budget, you should think about financial advising.

    • @AadhilaEesha
      @AadhilaEesha 7 місяців тому

      Its unclear which stocks and sectors will lead the market in the next uptrend. Stay away from rebalancing if you do not have guidance from a plannner and investment strategist. My finances have been in order since I got a wealth planner like Monica Mary Strigle working with/for me.

    • @xavier_lucas
      @xavier_lucas 7 місяців тому

      How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my savings

    • @AadhilaEesha
      @AadhilaEesha 7 місяців тому

      The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Monica Mary Strigle‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.

    • @xavier_lucas
      @xavier_lucas 7 місяців тому

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @awakenedmind9943
    @awakenedmind9943 Місяць тому +4

    Should of had JEPQ on here. 9.8% div with monthly payout and the stock price appreciates as well?

    • @CamronPR377
      @CamronPR377 Місяць тому

      That's a covered call etf. He has videos on those already.

    • @awakenedmind9943
      @awakenedmind9943 Місяць тому

      @@CamronPR377 QYLD is a covered call ETF also. Its an at the money CC And he has done videos on that one also but I haven t seen any on JEPQ. I will see if I can find one but would love a comparison.

  • @TortoiseInvesting
    @TortoiseInvesting 7 місяців тому +11

    Dividend ETF investing is the way to go! I hold a good bit of SCHD and look forward to dripping and dcaing for years to come!

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +1

      AWESOME! THANK YOU for watching and for leaving your $0.02 in the comments! =)

    • @o0usf0o
      @o0usf0o 7 місяців тому +1

      Schd is a core position for me. Can’t wait for it to pay all my bills 25 years from now.

    • @djayjp
      @djayjp 7 місяців тому +2

      Good way to underperform vs S&P 500!

    • @evanspiteri3576
      @evanspiteri3576 7 місяців тому +1

      @@djayjp lmao but it'll retire you faster if it keeps up its dividend growth. And it's held its own well against the s&p over the years...

  • @tracystrombotne2855
    @tracystrombotne2855 7 місяців тому +7

    I really appreciate you adding the lump sum, not reinvesting dividends!

  • @dominiquetheeasyminimalist
    @dominiquetheeasyminimalist 7 місяців тому +5

    Oh, surprising results! Thank you so much for your valuable content. I don't know if you're on your travel journey with your family, but if you are I wish you safe and happy travels! 🙂

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +1

      Not yet! Leaving June 2024! THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @patrickobrien2930
    @patrickobrien2930 7 місяців тому +5

    Great video! Always enjoy your analysis...put a nice lump sum in schd at 67....want to keep it long term, I have some money on the sideline....what's a great dividend ETF to compliment SCHD? This is in a taxable account....thanks again for your hard work!

  • @striderisefinance
    @striderisefinance 7 місяців тому +6

    great video Joe! Next time you can include DIVB in your list of Dividend ETF's ..the cheapest dividend ETF out there (0.05% ER) and very under-appreciated!

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      Great suggestion! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @BunkerBrawler
    @BunkerBrawler 7 місяців тому +3

    Tbis is awesome stuff! Thanks for posting. Would definitely be interested in a video about RAFI in the future.

  • @davidriester8451
    @davidriester8451 6 місяців тому +2

    Appreciate all the work you put into making this!

  • @jimjames5612
    @jimjames5612 5 днів тому

    Awesome Analysis, THANK YOU !

  • @edschwab2912
    @edschwab2912 3 місяці тому +1

    Thank you for all your work. It is most helpful. I will broaden my selection based on your efforts. --Ed

  • @TheRajeshAlagh
    @TheRajeshAlagh 27 днів тому

    Fabulous video..kudos for the stupendous effort.. really appreciate 👍

  • @Aziz__0
    @Aziz__0 7 місяців тому +5

    With nearly half of my stock holdings in a tech stock at an all-time high, I've sold and now have around $400k. Considering potential inflation, should I invest in ETFs or wait for a market correction?

    • @Natalieneptune469
      @Natalieneptune469 7 місяців тому +1

      Look up dividend aristocrats. Pick six to ten from that list. Those companies have a track record of 25+ years of paying dividends. Also, its advisable you work with a financial advisor to help set up a well-structured portfolio.

    • @c.o.l.ek500
      @c.o.l.ek500 7 місяців тому +2

      Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. During the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m.

    • @wellsHannahh
      @wellsHannahh 7 місяців тому

      Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

    • @c.o.l.ek500
      @c.o.l.ek500 7 місяців тому +4

      I work with "Natalie Ann Brinkman" as my fiduciary advisor. Simply look up the name. You would discover the information you needed to schedule an appointment.

    • @wellsHannahh
      @wellsHannahh 7 місяців тому +1

      Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

  • @Fernando-of4cz
    @Fernando-of4cz 2 місяці тому +1

    Where is the link to download the spreadsheet. If I can download it, eliminate PRF it would allow me to reach my own conclusions.

  • @ANTHONY1983--
    @ANTHONY1983-- 7 місяців тому +5

    Very interesting video. I personally hold SCHD and DGRO on that list

  • @mvj1960
    @mvj1960 7 місяців тому +6

    I have SCHD and DIVO for growth (inflation edge reinvesting dividends) and for income I have JEPI, JEPQ and RYLD (living off dividends). I'm going to research TDIV because I may replace RYLD (great income but losing in the capital appreciation). I have thought of RYLD as an annuity but I really need the income because I haven't filed for social security yet. Trying to wait until 2027 when I turn 67. Any thoughts on a replacement for RYLD?

  • @HowHingPau
    @HowHingPau 7 місяців тому +18

    In regards to PRF, looking at it in Seeking Alpha's Dividend History, there's a little marker noting a 5-for-1 split on 7/16/2023. Perhaps that is what is skewing your data.

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +5

      very interesting ... Yahoo! data should reflect this in the price/share BUT it's possible that it didn't. THANKS! THANK YOU for watching and for leaving your $0.02 in the comments! =)

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +6

      Check out my pinned comment. There was an issue with the PRF data with yahoo finance. The stock price was adjusted correctly due to the 2023 stock split, but the dividend data was not. I corrected it in my spreadsheet and PRF is no longer anywhere near the top. My apologies! I will be posting a link to a Google Sheets Spreadsheet for you guys to review later this evening.

  • @inquisitvem6723
    @inquisitvem6723 6 місяців тому +5

    VOO or VTI, SCHD, and BRK-B is all you need to sock in each month. No need to waste time on anything else.

  • @jdomsmith
    @jdomsmith 7 місяців тому +7

    30% of my portfolio is SCHD, 30% is VTI, and 30% of my portfolio is an equal weight of 10 dividend ETFs: VIGI, VYMI, EFAD, SCHY, VYM, VIG, DIVO, DGRO, DGRW, and SPYD. 10% BRK.B to round things out. Took a long time to settle with this portfolio.

  • @newenglandnomad9405
    @newenglandnomad9405 7 місяців тому +3

    I really like your recent "money ball" statistical non emotional style best of the best videos. Thank for the efforts and education! I'd still like a top 5 reits, top 5 monthly div payers, top 5 etf div, top 5 bdc stocks ultimate stock portfolio with the lowest possible price volatility, in your educated opinion.

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @BKNAM
    @BKNAM 2 місяці тому

    I love your videos, they are very informative. Can you show some examples of the returns of smaller accounts for us average Joe's that don't have 25 or 50 K.

  • @Felikios
    @Felikios 5 місяців тому

    Definitely worth a comment for.mometisation.
    Whoever got on the ptf train had great returns.
    I have just started this amazing journey. Chose SCHD... :)

  • @LadyGaonouu
    @LadyGaonouu 7 місяців тому +5

    Thanks! Great video!

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      WOW! Thank you so much! THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @leetzod
    @leetzod 7 місяців тому +1

    great video! Thanks for sharing and always learning something new.

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      My pleasure! THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @Pierceb2
    @Pierceb2 7 місяців тому +5

    I think you should take this video down and correct your error and correct your data and then if you like repost the corrected version.
    If I had not read the comments on a first look basis Some viewer might act on it without doing other due diligence.

  • @sdrs95a
    @sdrs95a 7 місяців тому +2

    At 9:44 on the video, DGRW finishes 5th. Looking at the top 5 ETFs at 9:44, DGRW has a much higher (better) Sharpe Ratio for 3, 5, & 10 years vs the 4 ETs above it. DGRW is great for portfolio growth risk/reward, return/standard deviation. DGRW is solid dividend growth w/ long term returns, with below average risk. I own it in my taxable brokerage acct, it is also good in non-taxable accts.
    None of these pay much in dividends,, if you are retired, better to own for dividends: JEPQ, SVOL, STK, ADX, SPYI, QDPL, etc.

  • @Yesthatisme14
    @Yesthatisme14 7 місяців тому +2

    If the dividend is that low, why dont just invest in a s&p 500 etf? They have almost the same yield but low expense ratio. Am I missing something here?

  • @stl0555
    @stl0555 7 місяців тому +1

    Love this format!

  • @porpor4602
    @porpor4602 5 місяців тому

    Thank you so much for sharing this valuable information!

  • @BrianRichards-ju6cf
    @BrianRichards-ju6cf 6 місяців тому +6

    I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Michelle Stewart.

    • @FedrickLeonard
      @FedrickLeonard 6 місяців тому

      Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.

    • @ColleenBallinger287
      @ColleenBallinger287 6 місяців тому

      She is my family's personal broker and also a personal broker in many families in United States, she's a licensed broker and a FINRA AGENT in United states..

    • @PhilipOrlick468
      @PhilipOrlick468 6 місяців тому

      You trade with Michelle Stewart too? Wow that woman has been a blessing to me and my family.

    • @LucasCruikshank337
      @LucasCruikshank337 6 місяців тому

      I'm new at this, please how can I reach her?

    • @AndrewHolmes694
      @AndrewHolmes694 6 місяців тому

      I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much

  • @BreindelPhotography
    @BreindelPhotography 7 місяців тому +4

    Wow, PRF man! I'd never even heard of it before, thank you!

  • @ADAdams-wn1nc
    @ADAdams-wn1nc 7 місяців тому +1

    Thank you for another eye opening video for retirees.

  • @CaptainProx
    @CaptainProx 7 місяців тому +4

    While a lot of people are debunking the effectiveness of PRF, I think DGRO is the most well rounded Dividend ETF
    Out of these ETFs it specializes a bit more into long term Capital Gain, but while it isn’t THE top for Capital Gain on this list, it has a considerably higher dividend income than almost all of the ETFs above it
    It’s also worth noting that it specializes in Dividend GROWTH. It’s never missed a year of dividend growth or payment, and dividend growth is often considered the most important part of Dividend investing for most people.
    I’ve chosen to pair DGRO with QQQ and SCHD

  • @lyndapham4022
    @lyndapham4022 6 днів тому

    My husband & I are both in our early 50’s and have just gotten completely out of debt finally. I started a ROTH for us each this year and bought SCHD in my account and SWPPX in his. Hopefully we can contribute max each year for the next 15 years when we hit 67. Does anybody have any suggestions for us? Thank you so much and thank you so much for this very helpful video!

  • @bossballheaddawg2588
    @bossballheaddawg2588 7 місяців тому +3

    Great job!!! Just curious was Fdvv included? I’m assuming it was and just didn’t make the cut..

    • @o0usf0o
      @o0usf0o 7 місяців тому

      It’s on there… Fdvv is great! Its done really well in the last year with its exposure to tech

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +1

      Yes it was! It's in there if you look for it. THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @thaisgoodwin3851
    @thaisgoodwin3851 7 місяців тому +3

    Great video! Thank you!

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      Glad you liked it! THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @MianoraStonecrow
    @MianoraStonecrow 7 місяців тому +6

    I know you probably will never do this, but i'm just going to leave this here: It would be SO GREAT, if you would do one of these dividend focused analysis videos for all the European Investors out there, who can not easily grab the awesome US ETFs. Which ones actually do not suck too much and are good investments for us in the EU.I personally have been researching for months and months now and have not come to a solid conclusion for me as a dividend investor. Things would be easier as a non-dividend focused investor, for sure.

  • @nerenahd
    @nerenahd 6 місяців тому

    Thanks for the great video. Just one question Where is DIVO though? It´d be cool to see how it stacks up against these.

  • @robjones3482
    @robjones3482 7 місяців тому +1

    @AverageJoeInvestor love your videos and content. This video was particularly interesting because I think there's a lot of runway for dividend stocks to grow when the Fed starts to reduce interest rates. How do you think this future environment in which the Fed will cut rates will impact the future results in terms of capital appreciation and overall performance of these ETFs? My initial thoughts are ETF's like SPYD or SCHD will perform better as many of the holding are more interest rate sensitive. Thoughts???

  • @hansschotterradler3772
    @hansschotterradler3772 7 місяців тому +1

    I like RDVY's metrics; unfortunately its holding are over 40% financials.
    I started nibbling a CGDV. It's a newer fund, but it has beaten the S&P in a down year (2022) and an up year (2023).

  • @disco4535
    @disco4535 7 місяців тому +2

    Incredible work!!

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      Thanks a lot! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @mcvein355
    @mcvein355 7 місяців тому

    Thanks for this this was great info I don't see much on pey I like the etf. I would like the see a video with this same sheet with growth etfs and what one is the best.

  • @arvendel2148
    @arvendel2148 7 місяців тому +9

    Your PRF values are wrong due to the stock split! Please correct it urgently before someone else buys the ETF based on your incorrect data.

    • @Ivan-tx3ji
      @Ivan-tx3ji 7 місяців тому

      Dividend yield is only 1.8%

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +2

      Check out my pinned comment. There was an issue with the PRF data with yahoo finance. The stock price was adjusted correctly due to the 2023 stock split, but the dividend data was not. I corrected it in my spreadsheet and PRF is no longer anywhere near the top. My apologies! I will be posting a link to a Google Sheets Spreadsheet for you guys to review later this evening.

    • @Ivan-tx3ji
      @Ivan-tx3ji 7 місяців тому +1

      @@AverageJoeInvestor ok no problem. Thanks for following up. It least it was caught

  • @zootzoot7466
    @zootzoot7466 7 місяців тому +1

    Thanks for the update stuff happens
    How accurate is portfolio visualizer?

  • @leadingworld
    @leadingworld 7 місяців тому +2

    Great content.
    If only you make an episode about canadian stocks and ETF's

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +1

      THANK YOU for the feedback and suggestion. Not sure I'll do that but still a takeaway. =) THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @mandilmalla7491
    @mandilmalla7491 2 місяці тому

    Hi your video was great and i am new to investing, so i am a bit confused in portfolio balance column, does it mean including the dividend plus the investment made plus the growth in share price of investment too?

  • @chuckschneider5625
    @chuckschneider5625 Місяць тому

    What are you using to backtest these dividend stocks? Software or manual backtest with excel? Where are you getting historical and dividend data from?

  • @jollama
    @jollama 7 місяців тому +4

    I’ve been placing my faith into VYM and SCHD, might throw in VIG for fun

  • @djayjp
    @djayjp 7 місяців тому +2

    TR of SPY still higher than PRF (but yeah the latter is supposed to have a higher yield for income investors).

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      agreed. THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @killersentra
    @killersentra 7 місяців тому +2

    Someome must like your video Joe. Price jumped $2.00

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      LOL, THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @Level87-19
    @Level87-19 5 місяців тому

    SCHD , VIG , DGRW , DGRW are my best ones

  • @watso059
    @watso059 7 місяців тому +2

    Based on those results, which do you like average Joe?

  • @catcat7835
    @catcat7835 6 місяців тому

    You should take in account management fees, inflation and stability of both dividends and capital growth.

  • @Prachka1
    @Prachka1 5 місяців тому

    Enlighten me please, as to why 5 for 1 split makes PRF is a bad etf? Dividend hasn’t changed and overall portfolio value stayed the same.

  • @lostboi3974
    @lostboi3974 7 місяців тому +2

    7-9 shares of SCHD per week baby . 139 so far

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      AWESOME!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @thomasarmstrong4562
    @thomasarmstrong4562 3 місяці тому

    Can you do a video comparing PRF to SCHD, and the other top Div ETF holdings?

  • @cynthiadeg9206
    @cynthiadeg9206 5 місяців тому

    I don’t understand how SPYD has 4.5 yield way higher than PRF, yet the latter is the winner. Please explain. I’m not dissing you, in fact I just subbed . But for a newbie it’s confusing

  • @jeddesselle2611
    @jeddesselle2611 7 місяців тому

    If DGRW had a little higher dividend, it would be the perfect ETF. Good growth and a monthly paying dividend.

  • @villagecarpenter2266
    @villagecarpenter2266 5 місяців тому +1

    SCHD with a 0.06 exp ratio! All the way!

  • @MGmirkin
    @MGmirkin 7 місяців тому

    What about sector ETFs like tech / semiconductor ETFs, or healthcare, or building?
    Particularly interested in tech / semi, as they seem to have been generally exploding over the last decade or so:
    I'm thinking stuff like XLK, SMH, ROM, USD, etc.
    I know their "dividends" can be a bit variable / spotty, but their growth / capital appreciation seems pretty amazing... Yeah?
    If we're just looking for total portfolio value growth over the long term, it seems like some of them are pretty heavy-hitting.
    Granted, since their dividends are spotty, maybe they're not the most reliable on that front? But, if one were to buy "growth" type stocks long-term, and then switch over to "dividends" / "income" at the end, would one be better off than had one simply thrown in with dividends over the long term? Who'd come out ahead in the end? Also, granted, no guaranteed that tech/semi will be "hot" in another 10-20 years [though, no guarantee it won't still be]. So, there's maybe the issue of it being a bubble of sorts, and the possibility that the growth might not last forever, or might back-track as some unforeseen point in the future [when you need to transition from "growth" to "income"?]...

  • @captnawty7966
    @captnawty7966 4 місяці тому

    WOW, you nailed this video. As a new investor, I need strong ETF's. Giving us new investors some needed help to get our feet wet with sinking. The 5-year column from 0 Dollars was very interesting. Then, OMG the 10-year column earned YOU "A SUBSCRIBE" from me.

  • @zski1
    @zski1 Місяць тому

    You just have to pay close attention to the expense ratios and strike an even balance because it can eat away those gains.

  • @mjs28s
    @mjs28s 7 місяців тому +8

    Your PRF numbers are still sus, even though you checked two sources.
    @15:25
    Your spreadsheet shows the dividend at $0.38 (rounded from $0.3763). That is NOT accounting for the 5:1 split. The adjusted dividend on 9/19/2014 is actually $0.0753.
    I think that the dividend data is not adjusted for the 5:1 split while the share price data you got was. I ran PRF through portfolio visualizer and dont get even close to those income levels, dividends reinvested or not.
    Your calculations have almost the entire history of PRF dividends at 5 times the rate that they actually were paid at.
    The sudden drop that you speak of on the dividend yield is literally when the 5:1 split happened...in 2023. All the dividends on your table leading up to the one paid in June 2023 forward, all need to be divided by 5.

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +2

      Check out my pinned comment. There was an issue with the PRF data with yahoo finance. The stock price was adjusted correctly due to the 2023 stock split, but the dividend data was not. I corrected it in my spreadsheet and PRF is no longer anywhere near the top. My apologies! I will be posting a link to a Google Sheets Spreadsheet for you guys to review later this evening.

    • @mjs28s
      @mjs28s 7 місяців тому

      @@AverageJoeInvestor
      NP..
      I have fallen prey to data on the net many a time.
      It is strange that we often have to use six different sources to get the information in bits with clarity that we then have to piece together.
      You still the bomb though 😜

  • @april301975
    @april301975 5 місяців тому

    For the 10-yr and lump sum scenario, the expense ratio is quite high compared to 5th-place VIG. Additionally, the highest sector for top ETF RDVY is at 40% financial compared to 22% techs of VIG. To me, VIG is more “balanced” and not too top-heavy in on sector.
    Personally I think we need to look at more than just a bottom line.
    By the way, just because VIG is 5th, the difference is not that much for a 10-year period.
    Oh… I sure like to see RDVY would survive 2008.

  • @steved9745
    @steved9745 7 місяців тому +4

    Using Tiingo data prf has underperformed vig since 2007, prf has underperformed syld, schd, vig since 5/2013

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      Check out my pinned comment. There was an issue with the PRF data with yahoo finance. The stock price was adjusted correctly due to the 2023 stock split, but the dividend data was not. I corrected it in my spreadsheet and PRF is no longer anywhere near the top. My apologies! I will be posting a link to a Google Sheets Spreadsheet for you guys to review later this evening.

  • @Biergeliebter
    @Biergeliebter 7 місяців тому +5

    Thanks for this. I'm feeling validated. PEY and SPYD are on my short list for my mom after doing research for her and they ranked well in a few areas.

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +1

      Awesome! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @25Soupy
    @25Soupy 7 місяців тому

    It would be great if you put the S&P 500 (SPY or VOO) in the mix as a benchmark to all your comparison videos.

  • @tracystrombotne2855
    @tracystrombotne2855 7 місяців тому

    Excellent video!

  • @mike-fq4th
    @mike-fq4th 7 місяців тому +1

    I’m assuming they are but all outcomes were based on the Expense ratio being applied as well?

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +1

      Correct. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

  • @bossballheaddawg2588
    @bossballheaddawg2588 7 місяців тому +2

    I like the videos and the content!! Thanks

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      Glad you like them! THANK YOU for watching and for leaving your $0.02 in the comments! =)

  • @toddedunn
    @toddedunn 7 місяців тому +3

    I haven’t watched the entire video yet. Maybe I’ll be surprised, but something seems wrong with the data on PRF.

    • @toddedunn
      @toddedunn 7 місяців тому

      I did finish the video. I appreciate your update Joe to take into account the split and impacts on PRF. That will help provide more accurate data.

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      My apologies! I will be posting a link to a Google Sheets Spreadsheet for you guys to review later this evening.

    • @toddedunn
      @toddedunn 7 місяців тому

      How are you calculating the dividend yield? It may still need to be updated for PRF. Thanks.

  • @mathewwillner1
    @mathewwillner1 5 місяців тому

    I think I might put some FDL into my portfolio. I really like that qualified dividend income yield

  • @Inversiones_Basicos
    @Inversiones_Basicos 7 місяців тому +1

    Make a vídeo “ Best Monthly Dividend CEF”

  • @tessjones5987
    @tessjones5987 7 місяців тому

    I really. want to understand if you do a lump sum what is the outcome. Thank you.

  • @richardgomez6404
    @richardgomez6404 7 місяців тому +1

    This doesn’t add up at all. Not to mention it has a higher expense fee and the yield is 0.97% per seekin alpha.

  • @ca2k4191
    @ca2k4191 7 місяців тому +3

    Just add a percentage or two of Bitcoin to your portfolio

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому

      THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

    • @absurdnerd7624
      @absurdnerd7624 7 місяців тому

      BITO is a better way to play Bitcoin...pays a monthly dividend.

  • @tomsettles6873
    @tomsettles6873 7 місяців тому +1

    DGRO for the win going forward.

    • @AverageJoeInvestor
      @AverageJoeInvestor  7 місяців тому +1

      AWESOME!! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎

    • @ThomasCandy-dv1hu
      @ThomasCandy-dv1hu 4 місяці тому

      Hows it doing for you?

    • @tomsettles6873
      @tomsettles6873 4 місяці тому

      @@ThomasCandy-dv1hu good so far. I'm pairing it with QQQ and have remaining 30% in treasuries and money market.

  • @phillang5131
    @phillang5131 6 місяців тому +1

    Interesting video

  • @lamwlw
    @lamwlw 3 місяці тому

    but most of these Etf dividend yield were less than 2%?

  • @tyreecustard8169
    @tyreecustard8169 7 місяців тому

    People are saying he made a mistake on ETF PRF can someone explain how please? I’m a new investor cause I was about to put Al my money on PRF 😂

  • @nateisright
    @nateisright 7 місяців тому

    Are those portfolio balances net management fees?

  • @harsharao3555
    @harsharao3555 7 місяців тому +1

    SPYD hasnt done well for me. I have had it forpadt 6 years.

    • @Ivan-tx3ji
      @Ivan-tx3ji 7 місяців тому

      Thanks for that insight. I was thinking about it

  • @Asstronauts93
    @Asstronauts93 7 місяців тому +1

    I wish SCHD would fix its holdings so theres less weight on the top 10

    • @dogelife7901
      @dogelife7901 7 місяців тому +2

      Never will happen. Those are the ones keeping it all afloat. In fact if you just invested in those you'd probably come out ahead 95/100 times.

  • @torchy187
    @torchy187 7 місяців тому +1

    SCHD is up less than 1% this year while SPY is up over 5%.

  • @acunamg4793
    @acunamg4793 7 місяців тому

    Hi, what about JEPI and others non-qualified div ETFs?
    I think it is a good option for a Roth IRA

    • @mathewwillner1
      @mathewwillner1 5 місяців тому

      Look into the taxes for those...

  • @dondontabzon9421
    @dondontabzon9421 3 місяці тому

    Thank you

  • @killersentra
    @killersentra 7 місяців тому +1

    Scared to know how PRF will be taxed.

    • @rayb6852
      @rayb6852 7 місяців тому

      IRS with a big smile when someone puts that in a brokerage account

  • @peterbailey5237
    @peterbailey5237 7 місяців тому

    I have 10 dividend stocks in a portfolio. Even with some overlap of some of the stocks and an ETF, is investing in an ETF a good idea?
    I don’t have the time or expertise to analyze individual dividend stock performance and buy/sell at best time.

  • @jamesloehr641
    @jamesloehr641 7 місяців тому +1

    What about vgt ?

  • @mehtar66
    @mehtar66 6 місяців тому

    I have SCHD and realty income O for the passive income

    • @fastdeliveryl708
      @fastdeliveryl708 6 місяців тому

      what platform is the best to buy SCHD? seems less risk for new ppl

    • @ThomasCandy-dv1hu
      @ThomasCandy-dv1hu 4 місяці тому

      @@fastdeliveryl708 My Roth "Retirement profile" is on Stash ? Thats where I buy mine