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VOO tracks the market, SCHG is a growth focused ETF, not similar to VOO at all. It's going to be more similar to something like QQQ or QQQM - a lot more volatility in SCHG as a tech-focused ETF than in VOO which is just tracking S&P.
@@ThunderPhant VOO is not a total stock market fund, it tracks the S&P 500. All large cap companies. Market weighted so its tech holdings are MASSIVE. SCHG has 57% fund overlap with VOO. So A simple quote of: SCHG is "Similar to VOO." would not be too far off.
VUG is most likely the Vanguard ETF that choralates with SCHG. 64% of VUG is in SCHG...and by weight they are like 81% the same. SCHX is the one that is more like VOO
I love SCHD, I love it so much I have 15k shares of it! SCHG is an awesome complement the dynamic duo beat the S&P 500 all day long! Currently at 6k shares of SCHG!
@alexhung7158 humble beginning, I started with real estate, I'm 50 years old now with many life set backs. Just start somewhere, I was injured at work and received a lump sum for an injury plus a lifetime pension I now have 4 rentals and 3 core ETTs SCHD/VGT/JEPQ.
I have always liked DGRO a bit more than SCHD, and benchmarked my DGI portfolio to that. However, now that I am getting closer to my "crossover" point of F.I., I have been adding a bit more to SCHD for the higher yield. It is still a very solid fund for high yield/diversification in a dividend income focused portfolio. I am using it now to "diversify" a bit instead of holding some individual stocks with lower returns. For instance, a few years ago I sold JNJ, CLX, NSRGY, and UL, and put the funds into a combination of SCHD and VDC. I was basically holding them for diversification and low volatility purpose. However, when evaluating my goals and purpose for holding those individual stocks, it ended up making more sense to just buy an index instead for even more diversification and similar volatility/yield but less idiosyncratic risks.
As an Australian I have a great combo, SCHD at 3.5% and VHY at 5.5% (6.5% after franking credits lol). I think its the best 1 2 combo of the lot. God i love living in the dividend capital of the world haha. Our version of the S&P500 has a dividend base yield of 3% to 3.5% before franking, for those who are curious.
I gotta say, you make the most compelling points I have seen for SCHD. I've bought into it in more recent times, but only kept about 10% or less due to thinking I would get much more growth from other options. My plan was to switch more over to it once my portfolio reached a more significant amount. You almost have me switching some things up.
Make sure to do more research because while is analysis was okay too many factors involved. You couldn’t even buy Voodoo ETF until 2010 so idk why even went so far back saying people weren’t telling you to invest In the SNP. Oh really? it’s almost like you had to be rich to do those kind of investments and buy the stocks individually. Don’t go switching your portfolio because of one video. In my opinion Voo is still better
@bayodaman First off, thanks for trying to help. That's said, I just want to make you aware of some of the typos and incorrect statements that you made a you may not be clear about a few things. VOO is just an index fund tracking the S&P 500. You could do that since the 80's at least. You seem to think VOO is the only fund that has tracked that which isn't true. (You said Voodoo, but I assume you mean VOO). Also, regardless of how wealthy you may think someone was it doesn't change the metrics of doing so and the indexes history overall. I think he made some fair analysis overall.
ive been loving KMI… around the same price and dividend payout, okay growth (nothing to crazy except of lately) and its based in pipelines am i missing something, i would love to learn more
So one question is what does SCHD do with interim dividends meaning the dividends paid not paid on normal calendar quarters? Do they invest the cash till quarterly dividend payout, make add’l money + expense ratio. Ummmm? Or is this dry powder for market declines?
It doesn't need to be the king to perform. It's good to see it be under scrutiny. However as with everything else, only time will tell BUT history does point to success.
In europe it's much difficult to find a good dividend ETF actually. From where I live I think it's much better (fiscally) to invest in an acc version ETF. It reinvests the dividends by itself and when the time comes I think selling parts and Investing in good yield companys might be a better stratagy here for dividends growth investors but still searching for the better option :D Still love learning from your channel! One of the best for me and you've helped me imensely! Keep it up!
The March reallocation was told to us to be for dividend safety. how can they say that if its not managed by people? People would have to be involved to make that statement.
How can you make the claim the decade of the 2000s was a lost decade but wouldn’t have been for SCHD? The fund was not around then so very hard to speculate how badly it could have performed. Also, any concerns about ‘23 and ‘24 underperforming the S&P significantly compared to previous years where it was more in line with S&P returns?
All of this was addressed in the video. The underlying index that SCHD follows outperformed the S&P 500 in the 2000s. The S&P 500 is tech heavy, so its no surprise it has outperformed over the last couple of years.
SCHD! It might outperform VOO QQQM if market concentration is an issue and there's reversion to the mean in the coming decades. At the very least it'll have a lot less volatility
Doesn't the dividend growth slowdown indicate the start of the economy's cooldown period? Feds cutting rates not from good life, and we might see a big correction of the market. Or I'm just being paranoid?
No, I’m referring to the initial screen. At this bullet point, you mention that a “track record of growing dividends is a good place to start” But that’s not what is addressed in the initial screen. This is just 10 years of dividend payments. A company could even decrease its dividend and still not be rejected from this screen. The dividend growth isn’t actually addressed until later in the methodology when they are ranked based on dividend growth and other metrics
depending on your age and when you plan on retiring, split between SPY, QQQ and SCHD. If youre younger, more into QQQ, if your older, more towards SPY and SCHD.
Nope, I'd buy 9,433 shares of FEPI (last price was $53.04) It pays a monthly dividend (yield 24%) Last dividend was $1.077581/share That would've been $10,164.82 The dividend varies slightly by a few cents each month but if someone handed me $500k, I'd buy FEPI & retire early.
@@davetichenor7226Please don’t get advice on the internet. Go to a professional. Everyone is at a different place in their life and risk tolerance will be different. Don’t listen to a random person
I really enjoy your videos but I can’t help but say that if you’re young which it sounds like you are then you should focus on SP500 and/or Nasdaq index funds. Keep up the great videos but please do not cap yourself to just dividend paying stocks. Your portfolio growth would benefit greatly with a little VOO or some equivalent. You’re too young to be paying at least a 15% tax rate on all of your dividend income especially when you are just reinvesting that income. Save yourself from some tax burden and let it compound in an index fund. My two cents as a cpa, investor and trader with 10 years experience.
📊 Free SCHD Spreadsheet: dividendology.kit.com/6b539fe151
🚀 Access Tickerdata and my Spreadsheets: tickerdata.com/
💰 Get $30 off and a 7 day free trial to Seeking Alpha: www.sahg6dtr.com/9D5QH2/R74QP/
🔥 Join my free newsletter! dividendology.substack.com/
Awesome analysis. I really like Schd, and I also invest in SCHB, SCHG, SCHV. Basically I really like Schwab etfs 😂
I only have 2 ETFs, 50% SCHD and 50% JEPQ.
Literally me too
I hold SCHD and am very pleased with this stock.
I buy SCHG as well. It’s around the same price as SCHD and is more tech based. Similar to VOO. Works for me and how much I can afford to invest.
VOO tracks the market, SCHG is a growth focused ETF, not similar to VOO at all. It's going to be more similar to something like QQQ or QQQM - a lot more volatility in SCHG as a tech-focused ETF than in VOO which is just tracking S&P.
@@ThunderPhant VOO is not a total stock market fund, it tracks the S&P 500. All large cap companies. Market weighted so its tech holdings are MASSIVE. SCHG has 57% fund overlap with VOO. So A simple quote of: SCHG is "Similar to VOO." would not be too far off.
VUG is most likely the Vanguard ETF that choralates with SCHG. 64% of VUG is in SCHG...and by weight they are like 81% the same.
SCHX is the one that is more like VOO
@@Hmmmm13579 Thunder is right, comparing a high growth fund to the SP 500 is just wrong.
@@MRkriegs While you are correct, you made a senseless point. People call the SP500 the market average.
I love SCHD, I love it so much I have 15k shares of it! SCHG is an awesome complement the dynamic duo beat the S&P 500 all day long! Currently at 6k shares of SCHG!
how much dividend does that amount of shares generate for you on an annual basis?
@alexhung7158 approximately $16k! Give or take..
@@RB-je3yj amazing! How did you go about getting to that large amount of shares? Did you work and save a lot and for how long?
@alexhung7158 humble beginning, I started with real estate, I'm 50 years old now with many life set backs. Just start somewhere, I was injured at work and received a lump sum for an injury plus a lifetime pension I now have 4 rentals and 3 core ETTs SCHD/VGT/JEPQ.
Cap 🧢
Very nice. SCHD is a quality ETF, indeed. Luv it! To-D-Moon Thanks :)
I love SCHD. The combo of SCHD, SCHG and DGRO are a great core for any investment.
VIG > DGRO
@@WanderingExistence really?
Appreciate the shoutout! Great video too!!! 😁
You are welcome!
Dude i may be tripping but your editing in this vid was pretty good, especially that beginning part, good job!
I appreciate it!
Yea well what’s the software program that results are viewed in?
Last time when they restructured their portfolio people were clowning on it then the dividends got kicked out and it’s still King 👑
I have always liked DGRO a bit more than SCHD, and benchmarked my DGI portfolio to that. However, now that I am getting closer to my "crossover" point of F.I., I have been adding a bit more to SCHD for the higher yield. It is still a very solid fund for high yield/diversification in a dividend income focused portfolio. I am using it now to "diversify" a bit instead of holding some individual stocks with lower returns. For instance, a few years ago I sold JNJ, CLX, NSRGY, and UL, and put the funds into a combination of SCHD and VDC. I was basically holding them for diversification and low volatility purpose. However, when evaluating my goals and purpose for holding those individual stocks, it ended up making more sense to just buy an index instead for even more diversification and similar volatility/yield but less idiosyncratic risks.
I like DGRO as well. Sounds like you have a good understanding of your goals and making moves accordingly.
As an Australian I have a great combo, SCHD at 3.5% and VHY at 5.5% (6.5% after franking credits lol). I think its the best 1 2 combo of the lot.
God i love living in the dividend capital of the world haha.
Our version of the S&P500 has a dividend base yield of 3% to 3.5% before franking, for those who are curious.
Amazing video! Which ETF would be similar as SCHD but in the UK?
I gotta say, you make the most compelling points I have seen for SCHD. I've bought into it in more recent times, but only kept about 10% or less due to thinking I would get much more growth from other options. My plan was to switch more over to it once my portfolio reached a more significant amount. You almost have me switching some things up.
Thanks!
Make sure to do more research because while is analysis was okay too many factors involved. You couldn’t even buy Voodoo ETF until 2010 so idk why even went so far back saying people weren’t telling you to invest In the SNP. Oh really? it’s almost like you had to be rich to do those kind of investments and buy the stocks individually. Don’t go switching your portfolio because of one video. In my opinion Voo is still better
@bayodaman First off, thanks for trying to help. That's said, I just want to make you aware of some of the typos and incorrect statements that you made a you may not be clear about a few things. VOO is just an index fund tracking the S&P 500. You could do that since the 80's at least. You seem to think VOO is the only fund that has tracked that which isn't true. (You said Voodoo, but I assume you mean VOO). Also, regardless of how wealthy you may think someone was it doesn't change the metrics of doing so and the indexes history overall.
I think he made some fair analysis overall.
Thank you for doing this work. Solid analysis.
Thanks for watching!
You convinced me to throw $25,000 into it from my 4.10 account
As of right now yes. Every 2-5 years the crowd finds a new investment to store their money in.
Crowd pleaser?
That's why I also carry SPHD with SCHD, so you get S&P and DJ top dividends
I like SCHD a lot. If and when we get a market dip I’ll stock up on more.
What? The split happen. It’s below $30 per share. It’s gonna be $50 next year. Now is the dip.
Impossible to invest in SCHD here in Europe, too bad
i personally invest in JGPI. It's a global dividend ETF that pays out dividends every month
How come its impossible?
but you can open account in us broker which allows international users (there are few), but be aware of 30% tax for non-us citizens
@@sandervangool3064 due to eu regulations. vast majority of ETFs are not available for eu investors
Etoro, it's possible
ive been loving KMI… around the same price and dividend payout, okay growth (nothing to crazy except of lately) and its based in pipelines
am i missing something, i would love to learn more
Great video 😊😊😊
So one question is what does SCHD do with interim dividends meaning the dividends paid not paid on normal calendar quarters? Do they invest the cash till quarterly dividend payout, make add’l money + expense ratio. Ummmm? Or is this dry powder for market declines?
good video, SCHD a perfect buy for me
Solid video on SCHD.
Yes it is the King, any other dividend ETFs similar to SChD?
any chance you can do a video about Canadian dividend stocks? VFV, VDY?
FDVV has been very solid for me this year
Thanks for your sharing. How can we get the historical performance data since 1999? I want to see the its performance in 2000s
It doesn't need to be the king to perform. It's good to see it be under scrutiny. However as with everything else, only time will tell BUT history does point to success.
In europe it's much difficult to find a good dividend ETF actually. From where I live I think it's much better (fiscally) to invest in an acc version ETF. It reinvests the dividends by itself and when the time comes I think selling parts and Investing in good yield companys might be a better stratagy here for dividends growth investors but still searching for the better option :D
Still love learning from your channel! One of the best for me and you've helped me imensely! Keep it up!
Thanks for watching!
what's the equivalent of ireland domicled etf for schd?
The March reallocation was told to us to be for dividend safety. how can they say that if its not managed by people? People would have to be involved to make that statement.
Solid analysis
Do you have any thoughts on OVL which holds VOO but offers a yield of over twice the 1.3% paid by VOO?
How can you make the claim the decade of the 2000s was a lost decade but wouldn’t have been for SCHD? The fund was not around then so very hard to speculate how badly it could have performed. Also, any concerns about ‘23 and ‘24 underperforming the S&P significantly compared to previous years where it was more in line with S&P returns?
All of this was addressed in the video. The underlying index that SCHD follows outperformed the S&P 500 in the 2000s. The S&P 500 is tech heavy, so its no surprise it has outperformed over the last couple of years.
Talk about schy!
SCHD! It might outperform VOO QQQM if market concentration is an issue and there's reversion to the mean in the coming decades. At the very least it'll have a lot less volatility
Can you do one on PNNT
SCHD is good but I prefer VYM actually.
Doesn't the dividend growth slowdown indicate the start of the economy's cooldown period? Feds cutting rates not from good life, and we might see a big correction of the market. Or I'm just being paranoid?
No ur not
Thanks for this video.
I replaced a lot of my SCHD with FDVV.
What is FDVV?
When I looked I saw that Nasdaq is doing better than the S&P 500
Thank you~ will buy!! From South Korea
1:45
10 years of consecutive payments doesn’t mean they are growing
Their dividend has grown every year since inception.
No, I’m referring to the initial screen. At this bullet point, you mention that a “track record of growing dividends is a good place to start”
But that’s not what is addressed in the initial screen. This is just 10 years of dividend payments. A company could even decrease its dividend and still not be rejected from this screen.
The dividend growth isn’t actually addressed until later in the methodology when they are ranked based on dividend growth and other metrics
Ah my apologies. I thought you were referring to something else!
What would be the European equivalent of SCHD?
If you were getting a check for 500,000 would you put it in into SCHD ?
depending on your age and when you plan on retiring, split between SPY, QQQ and SCHD. If youre younger, more into QQQ, if your older, more towards SPY and SCHD.
Age is 57 , I was planning on SCHD, VOO, SCHG
Nope, I'd buy 9,433 shares of FEPI (last price was $53.04)
It pays a monthly dividend (yield 24%)
Last dividend was $1.077581/share
That would've been $10,164.82
The dividend varies slightly by a few cents each month but if someone handed me $500k, I'd buy FEPI & retire early.
@@davetichenor7226 I would probably do 40% spy, 40% schd, 15% qqq, and hold the rest in cash. Your option is also solid.
@@davetichenor7226Please don’t get advice on the internet. Go to a professional. Everyone is at a different place in their life and risk tolerance will be different. Don’t listen to a random person
"Four different" is redundant. They can't be four the same.
Heard a little baby in the back round ❤
I always thought this narratatot guy was single kid. Could not be his baby still…😂
50%SCHD 50%VOO
LOVE them both....
I really enjoy your videos but I can’t help but say that if you’re young which it sounds like you are then you should focus on SP500 and/or Nasdaq index funds. Keep up the great videos but please do not cap yourself to just dividend paying stocks. Your portfolio growth would benefit greatly with a little VOO or some equivalent. You’re too young to be paying at least a 15% tax rate on all of your dividend income especially when you are just reinvesting that income. Save yourself from some tax burden and let it compound in an index fund. My two cents as a cpa, investor and trader with 10 years experience.
I don’t want to sound like I’m attacking you, you’re still doing a good job growing your account through dividend investing.
@@Swing_Edge. The website is Dividendology not Flashgrowthology!
says who?
XDTE
My financial coaching community is buying SCHD in our community portfolio. I’m going to share this video with them.
lol financial coaching community....k
Why does m1 finance say the dividend yield of schd is 1.13%?
Sounds like they haven’t accounted for the stock split yet
Really informative video.I also started UA-cam channel about dividend investing.Hopefully I will get monetized soon!
Fast cash for presentations.
Could wrapped this up in 5 minutes… you still have SCHD and not DGRO or FDIV 🤷🏾♂️
Never was 🔫🧑🚀
Soldier on!
Talks a lot about aches doesn’t touch on the title. Gave up.
You didn’t watch the whole video
Awwww shit