FVD: Lagging VIG And SCHD In Return And Dividend Growth


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This article series aims at evaluating ETFs (exchange-traded funds) regarding the relative past performance of their strategies and metrics of their current portfolios. As holdings and weights change over time, updated reviews are posted when necessary.

FVD strategy

Ticker

Name

Weight%

EPS growth %TTM

P/E TTM

P/E fwd

Yield%

BAH

Booz Allen Hamilton Holding Corp.

0.67%

-41.89

51.95

22.71

1.64

PFE

Pfizer Inc.

0.65%

-26.50

9.03

10.29

4.84

WSO

Watsco, Inc.

0.65%

9.66

25.38

26.47

2.65

AOS

A. O. Smith Corp.

0.64%

-45.13

36.62

18.18

1.84

MSM

MSC Industrial Direct Co., Inc.

0.64%

19.07

15.08

15.38

3.27

NOC

Northrop Grumman Corp.

0.64%

-15.64

14.39

19.13

1.72

ADP

Automatic Data Processing, Inc.

0.63%

17.19

29.29

26.32

2.08

CHRW

C.H. Robinson Worldwide, Inc.

0.63%

-47.68

19.73

23.44

2.85

CME

CME Group, Inc.

0.63%

1.52

24.63

22.28

4.41

CSCO

Cisco Systems, Inc.

0.63%

8.91

17.47

13.22

2.91

Total Return

Annual.Return

Drawdown

Sharpe ratio

Volatility

FVD

306.36%

7.23%

-52.49%

0.52

13.47%

SPY

504.00%

9.36%

-55.19%

0.6

14.84%

RSP

518.01%

9.49%

-59.92%

0.56

17.05%

Total Return

Annual.Return

Drawdown

Sharpe ratio

Volatility

FVD

306.36%

7.23%

-52.49%

0.52

13.47%

Dividend & quality subset

893.20%

12.11%

-43.13%

0.78

14.74%

FVD

SPY

Price/Earnings TTM

19.31

22.4

Price/Book

2.55

3.99

Price/Sales

1.84

2.55

Price/Cash Flow

12.13

15.81

FVD

SPY

Altman Z-score

3.08

3.42

Piotroski F-score

5.71

5.61

ROA % TTM

6.86

7.1



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