SCHD gets my vote with higher dividend yield + higher dividend growth. Management of SCHD are doing a great job. Also, SCHD matches or beats the S&P 500 without concentrating on the one sector responsible for the bulk of gains in the last 5 years. Presently I'm matching SCHD for broad exposure with a tech etf for juicing growth.
Dividends got me into investing in the stock market. In my opinion, if you're investing and have income other than dividends, you can live on dividends without selling. That means you can pass this on to your kids to give them a head start in life. I have over $600,000 in my portfolio which include some covered call etfs for dividends and other etf`s for growth; (SCHD, DVY, VIG, SDY & JEPI)
Investing in REITs and high-dividend-paying companies long-term is a simple strategy for creating intergenerational wealth. It's surprising that over 98% of billionaires are stock investors, expanding their billion-dollar portfolios. The rich do what the poor fear!
Unfortunately When it comes to investing, most people seems to be ignorant and nonchalant towards it, when investments should be the best thing anybody can do for themselves. till today my profits in stocks and crypto continue to impact my wealth greatly. Therefore i don't feel any urge to solely depend on my salary or wait for the market to enter a bull run.
Investing indeed requires a good understanding. It's important to have a reliable support system, like a financial consultant, to guide you, especially in asset selection. I work with “Camille Alicia Garcia, an investment advisor who partners with a licensed wealth management firm. It has been an excellent experience for my finances. She is quite well-known for her services, so you might have heard of her.
*@donaldsimeon8606* This is precisely how I intend to handle my finances before retiring. Could you recommend the financial advisor who assisted you in getting started?
The adviser I'm in touch with is Camille Alicia Garcia, she works with Merrill, Pierce, Smith incorporated and interviewed on CNBC Television. You can use something else, for me her strategy works hence my result. she provides entry and exit point for the securities I focus on.
I own both and have them as set it and forget it. VIG is in my ROTH only since it has the lowest yield and will not need the income until I’m 60😃 SCHD is in both of my accounts💰 Nice video!!!
I personally invest in SCHD. VIG popped up from my workstation when it has the highest correlation with NOBL. I'm thinking of investing in VIG since it has a lower expense ratio than NOBL (0.06% vs 0.35%). The top holdings are important too
I own SCHD and pleased with it's long term performance. I started adding VYMI for non USA dividend growth exposure. I am taking VYMI exposure slowly to see how it performs since international markets have been a bit sluggish.
After seeing the holdings of VIG, with a divy around 2% and so much over lapping with the S&P 500. Why not just own the S&P 500 with a 1.5% divy SCHD has a unique position, and their allocation is managed robotic, and uses formulas to generate which companies have the highest free cash flow and dividend formulas. With it's unique winning position, with similar returns to the S&P500 S&P 500 and SCHD seem like a better combo
I'm a big fan of SCHD; it's my 2nd biggest holding behind SGOV. I don't see a strong case for VIG over SPY/VOO, slightly more yield. I prefer DGRO/DGRW over VIG. Picked up another 100 shares of DGRO and 50 shares of SCHD an hour ago.
@@o0usf0o I have DGRW on my watchlist. The monthly dividend is all over the place. I would almost prefer a quarterly distribution and a lower expense ratio.
The two are not comparable! VIG's two largest holdings are Apple and Microsoft, which are growth stocks with very low dividends. SCHD has none of those growth stocks, they focus on dividend payout, with growth as a secondary outcome. That's why SCHD has a yield of around 3.5% whereas VIG is 1.9%. If I'm looking for dividend, it's SCHD. If I want growth, it's SCHG. If I want growth and income, I hold both. They won't increase their technology positions unless they fit the criteria, which they won't, because they don't pay a high enough dividend. If they do, I will find another dividend ETF, as this is used as the income generating part of my portfolio in retirement, not growth!
Not comparable?? They are in fact comparable and you are being blinded by only 2023 results. SCHD is outperforming VIG offering growth potential, a nice yield, and dividend growth. Technology isn’t the ONLY growth. In 2023 it is. Best of luck!
Having an investment adviser is the best way to go about the market right now especially for near retirees. I've been working with one for a while now mostly because I lack the depth knowledge and mental fortitude to deal with these recurring market conditions. I have been making over $19k every month since the lockdown, that made it clear there's more to the market that we average joes don't know
In my taxable account I went into dividend investing route. In my Roth I did the buy and hold route with an S&P 500 etf and total market etf along with some Berkshire B stock and SCHD.
I am a dividend investor for the most part but I have bought Tesla stock a couple of times. However I have bought Tesla stock again and will hold for the long haul this time.
Working Chris Ryan Stewart, I started my first stock in Feb 21, 2022 I noticed the market went down the whole year so now I’m up a lot of money endless we go back to the October lows I will keep putting more stocks super excited for 2024 the payoff will be great 😌😌
My view for the long term is why not both? I've built up a big enough position in SCHD that I get a few more shares every div, so why not start piling up on VIG? I like the exposure to Apple and Microsoft in VIG. And before SCHD I bought a bunch of VTI and VOO. No reason to not buy a bunch of funds that all have good performance and low-expense ratios.
SCHD is a good pick, I also have more NVDA on my list. I and my sister made our first million from stock investment after investing 100k using the help of a Pro in this field, now we have time for our self and family.
Jennifer's name still comes comes up to us looking to go for retirement, she has been of great help to older investors, she is blessed, am honored to work with her every time.
Jennifer has been a good support to me and my brothers here in the USA as foreigners, I invested 100k and I have 950k in this portfolio, she has been a blessing to me.
Tenho os dois na carteira junto a outros ativos que invisto nos EUA (para proteção dos investimentos em dólares). Achei esse canal e gostei muito da explicação. Ganhou mais um seguidor. Parabéns pelo conteúdo!
I like both of these ETFs and hold both in different accounts for different purposes, but both make up a decent percentage of those portfolios. I also like DGRO as an alternative
I prefer SCHD, I'm hoping with their next reconstruction they fix some of their wrongs, get Ford, Paramount, and some of the other ehh stock holdings out of there. VIG is good, nice steady and reliable, wouldn't be an awful idea to hold both?
Which is better is always going to differ person to person. A 5-10 year analysis with a analysis of the top 10 holdings is what should be a deciding factor in investing into an ETF if you don’t feel like you’ve researched enough to invest for at least 5 years stay at the drawing board.
When comparing two very similar ETF's, it would be extremely helpful if there were some mention of how many (and which) positions are held by Both funds so that a prospective invester would have an idea of how many positions would be covered by both funds--in case that investor were considering holding both funds simultaneously.
MAIN's full-year Zacks Consensus Estimates are calling for earnings of $4.10 per share and revenue of $498.13 million. These results would represent year-over-year changes of +24.62% and +32.18%, respectively.
@MarkRoussinCPA So let me ask u this way Mark, If u were to invest for your retirement for the next 10 years and u r just starting out at age 53 years old, If u had to choose between SCHD or MAIN... Witch would u choose between the only two???
Thanks, Mark, for another informative video presentation on these two dividend ETFs. I own SCHD for the long-term. It's dividend yield and dividend growth is superior to VIG.
Do these two etfs have a lot of overlap between the too? I own about 500 shares of schd was thinking about buying vig as well if theres not to much overlap?
i’m new to investing. i feel a bit lost i have 1.5k in stocks but i feel i’ve got too much variety. how many stocks would you recommend and in what markets.
Also starting to think that there should just be an ETF that only holds the top 10 holdings of each of ETF. Minus the over Laps - Vgt - SCHD - dgrw/ DGRO - schg/ qqq - VO - a small cap - vtv - VOO - XlV - VEA - MOAT - VNQ ( maybe ) How would you want it weighted ? The companies with overlaps could get weighted more
Hello Mark; I think CGDV has beat both VIG & SCHD by a wide margin over the last 12 months. It might just be a smarter dividend ETF which uses multiple factors to screen for stocks it holds. • Thanks for the educational content
SCHD. The come back is coming … unpopular opinion but I feel like holding anything less than 10k in SCHD if you are a younger investor is pointless. Past two years no growth .
Do you prefer SCHD or VIG?
How do these compare with NOBL?
NOBL focuses just on Dividend Aristocrats and is lagging both VIG and SCHD on a total return level
@@miguelr2739
😂😢😮😢😂
@@miguelr2739 Very little coverage on NOBL out there. Strange...
@@danskisbees7348 I do the same thing… also have Voo as a hedge mostly
SCHD gets my vote with higher dividend yield + higher dividend growth. Management of SCHD are doing a great job. Also, SCHD matches or beats the S&P 500 without concentrating on the one sector responsible for the bulk of gains in the last 5 years. Presently I'm matching SCHD for broad exposure with a tech etf for juicing growth.
As long as you are still getting tec exposure elsewhere, this is a great strategy
Dividends got me into investing in the stock market. In my opinion, if you're investing and have income other than dividends, you can live on dividends without selling. That means you can pass this on to your kids to give them a head start in life. I have over $600,000 in my portfolio which include some covered call etfs for dividends and other etf`s for growth; (SCHD, DVY, VIG, SDY & JEPI)
Investing in REITs and high-dividend-paying companies long-term is a simple strategy for creating intergenerational wealth. It's surprising that over 98% of billionaires are stock investors, expanding their billion-dollar portfolios. The rich do what the poor fear!
Unfortunately When it comes to investing, most people seems to be ignorant and nonchalant towards it, when investments should be the best thing anybody can do for themselves. till today my profits in stocks and crypto continue to impact my wealth greatly. Therefore i don't feel any urge to solely depend on my salary or wait for the market to enter a bull run.
Investing indeed requires a good understanding. It's important to have a reliable support system, like a financial consultant, to guide you, especially in asset selection. I work with “Camille Alicia Garcia, an investment advisor who partners with a licensed wealth management firm. It has been an excellent experience for my finances. She is quite well-known for her services, so you might have heard of her.
*@donaldsimeon8606* This is precisely how I intend to handle my finances before retiring. Could you recommend the financial advisor who assisted you in getting started?
The adviser I'm in touch with is Camille Alicia Garcia, she works with Merrill, Pierce, Smith incorporated and interviewed on CNBC Television. You can use something else, for me her strategy works hence my result. she provides entry and exit point for the securities I focus on.
I own both SVHD and VIG, with a larger holding in SCHD. I am glad I own both..sort of exposed to the best of both worlds.
I own both and have them as set it and forget it. VIG is in my ROTH only since it has the lowest yield and will not need the income until I’m 60😃 SCHD is in both of my accounts💰
Nice video!!!
I personally invest in SCHD. VIG popped up from my workstation when it has the highest correlation with NOBL. I'm thinking of investing in VIG since it has a lower expense ratio than NOBL (0.06% vs 0.35%). The top holdings are important too
I own SCHD and pleased with it's long term performance. I started adding VYMI for non USA dividend growth exposure. I am taking VYMI exposure slowly to see how it performs since international markets have been a bit sluggish.
After seeing the holdings of VIG, with a divy around 2% and so much over lapping with the S&P 500. Why not just own the S&P 500 with a 1.5% divy
SCHD has a unique position, and their allocation is managed robotic, and uses formulas to generate which companies have the highest free cash flow and dividend formulas. With it's unique winning position, with similar returns to the S&P500
S&P 500 and SCHD seem like a better combo
I'm a big fan of SCHD; it's my 2nd biggest holding behind SGOV.
I don't see a strong case for VIG over SPY/VOO, slightly more yield. I prefer DGRO/DGRW over VIG.
Picked up another 100 shares of DGRO and 50 shares of SCHD an hour ago.
DGRW I do like a lot
I have schd and Dgrw… I like the monthly dividend compounding of Dgrw
@@o0usf0o I have DGRW on my watchlist. The monthly dividend is all over the place. I would almost prefer a quarterly distribution and a lower expense ratio.
@@hansschotterradler3772 completely understand. The expense Ratio is definitely the one drawback. Dgrw is a satellite position for me.
The two are not comparable! VIG's two largest holdings are Apple and Microsoft, which are growth stocks with very low dividends. SCHD has none of those growth stocks, they focus on dividend payout, with growth as a secondary outcome. That's why SCHD has a yield of around 3.5% whereas VIG is 1.9%. If I'm looking for dividend, it's SCHD. If I want growth, it's SCHG. If I want growth and income, I hold both. They won't increase their technology positions unless they fit the criteria, which they won't, because they don't pay a high enough dividend. If they do, I will find another dividend ETF, as this is used as the income generating part of my portfolio in retirement, not growth!
Not comparable?? They are in fact comparable and you are being blinded by only 2023 results. SCHD is outperforming VIG offering growth potential, a nice yield, and dividend growth. Technology isn’t the ONLY growth. In 2023 it is. Best of luck!
@@MarkRoussinCPAThanks for your content.
Having an investment adviser is the best way to go about the market right now especially for near retirees. I've been working with one for a while now mostly because I lack the depth knowledge and mental fortitude to deal with these recurring market conditions. I have been making over $19k every month since the lockdown, that made it clear there's more to the market that we average joes don't know
In my taxable account I went into dividend investing route. In my Roth I did the buy and hold route with an S&P 500 etf and total market etf along with some Berkshire B stock and SCHD.
I am a dividend investor for the most part but I have bought Tesla stock a couple of times. However I have bought Tesla stock again and will hold for the long haul this time.
People downplay planner’s role, until they are burnt by their mistakes. That’s why I’ve been working with expert planners like CHRIS RYAN STEWART
Working Chris Ryan Stewart, I started my first stock in Feb 21, 2022 I noticed the market went down the whole year so now I’m up a lot of money endless we go back to the October lows I will keep putting more stocks super excited for 2024 the payoff will be great 😌😌
Is it possible to get in contact with a person like that?
My view for the long term is why not both? I've built up a big enough position in SCHD that I get a few more shares every div, so why not start piling up on VIG? I like the exposure to Apple and Microsoft in VIG. And before SCHD I bought a bunch of VTI and VOO. No reason to not buy a bunch of funds that all have good performance and low-expense ratios.
I like more and personally own SCHD, I think this year’s underperformance is something unique that won’t repeat next year. Long SCHD
I own SCHD only in my profile !!! Today I closed in 100 shares of SCHD !!!
Gratz dude!
Im sticking with schd and vti
SCHD is a good pick, I also have more NVDA on my list. I and my sister made our first million from stock investment after investing 100k using the help of a Pro in this field, now we have time for our self and family.
Hey friend, can I invest with your trader ?
Yeah, she is Jennifer Lilibeth Tibbs, look her up
Found her ! googled her, thank you.
Jennifer's name still comes comes up to us looking to go for retirement, she has been of great help to older investors, she is blessed, am honored to work with her every time.
Jennifer has been a good support to me and my brothers here in the USA as foreigners, I invested 100k and I have 950k in this portfolio, she has been a blessing to me.
I OWN VGT, SCHD, XOM, O, ARKK ,VICI, PDI, TRMD, AND MPW.
Sell arkk. Pricey and unfocused management.
I own both. SCHD is my larger holding.
Tenho os dois na carteira junto a outros ativos que invisto nos EUA (para proteção dos investimentos em dólares). Achei esse canal e gostei muito da explicação. Ganhou mais um seguidor. Parabéns pelo conteúdo!
Can you make a video comparing SCHD and JEPQ? Thank you.
I like both of these ETFs and hold both in different accounts for different purposes, but both make up a decent percentage of those portfolios. I also like DGRO as an alternative
PLEASE! PLEASE! DO NOT INVEST WITH NAMES RECOMMENDED IN THE COMMENTS!!! THEY TAKE YOUR MONEY AND RUN!!!
I prefer SCHD, I'm hoping with their next reconstruction they fix some of their wrongs, get Ford, Paramount, and some of the other ehh stock holdings out of there. VIG is good, nice steady and reliable, wouldn't be an awful idea to hold both?
No problem at all holding both. The next reconstitution will be BIG
@@MarkRoussinCPA Yeah, make or break kinda big. 😬
Need a tech index fund to complement SCHD. Any ideas?
Vgt
QQQ is probably the most popular
Which is better is always going to differ person to person. A 5-10 year analysis with a analysis of the top 10 holdings is what should be a deciding factor in investing into an ETF if you don’t feel like you’ve researched enough to invest for at least 5 years stay at the drawing board.
When comparing two very similar ETF's, it would be extremely helpful if there were some mention of how many (and which) positions are held by Both funds so that a prospective invester would have an idea of how many positions would be covered by both funds--in case that investor were considering holding both funds simultaneously.
MAIN's full-year Zacks Consensus Estimates are calling for earnings of $4.10 per share and revenue of $498.13 million. These results would represent year-over-year changes of +24.62% and +32.18%, respectively.
Can u make a video of comparing SCHD and MAIN?! 😊
Comparing an ETF with 104 holdings to an individual stock?
Seems like an odd comparison
@MarkRoussinCPA So let me ask u this way Mark, If u were to invest for your retirement for the next 10 years and u r just starting out at age 53 years old, If u had to choose between SCHD or MAIN... Witch would u choose between the only two???
Own $SCHD... Closing in on 200 shares soon.
Thanks, Mark, for another informative video presentation on these two dividend ETFs. I own SCHD for the long-term. It's dividend yield and dividend growth is superior to VIG.
Thank you David!
Do these two etfs have a lot of overlap between the too? I own about 500 shares of schd was thinking about buying vig as well if theres not to much overlap?
i’m new to investing. i feel a bit lost i have 1.5k in stocks but i feel i’ve got too much variety. how many stocks would you recommend and in what markets.
Also starting to think that there should just be an ETF that only holds the top 10 holdings of each of ETF. Minus the over Laps
- Vgt
- SCHD
- dgrw/ DGRO
- schg/ qqq
- VO
- a small cap
- vtv
- VOO
- XlV
- VEA
- MOAT
- VNQ ( maybe )
How would you want it weighted ? The companies with overlaps could get weighted more
Good group of ETFs there, and yes you will undoubtedly see overlap. That would be interesting little project.
I have both in Roth IRA, what’s your opinion on VYM ETF?
I have a small investment in VYM but SCHD has a better yield and growth rate so prefer that
I'm keeping a close eye on DGRW. Over all better ETF
I like DGRW
Thank you
I own both!
I prefer VYM.
Yes! My two favorites.
Hello Mark; I think
CGDV has beat both VIG & SCHD by a wide margin over the last 12 months. It might just be a smarter dividend ETF which uses multiple factors to screen for stocks it holds.
• Thanks for the educational content
SCHD. The come back is coming … unpopular opinion but I feel like holding anything less than 10k in SCHD if you are a younger investor is pointless. Past two years no growth .
I kinda agree.. It's a speedbump for a 20s investor, maybe even a 30s.
I have some in my ROTH IRA. I’m 20 so have a long way to go but what would you suggest over SCHD then?
The '23 reconstitution is an unmitigated disaster.