JamesBrey Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) is an outstanding dividend growth ETF, which I have highlighted as my favorite in a recent article. In fact, if I were limited to owning just one dividend growth ETF, SCHD would be my choice. Despite its many strengths, however, SCHD does have a few shortcomings for income-focused…
Jon Feingersh Photography Inc/DigitalVision via Getty Images Time for a shave It has come the time to count one’s blessings. Those who have bought and held shares of a lot of demolished blue chip stocks since the fortuitous bottoms in 2020 and 2022 have a lot to be thankful for. Yes, it takes some skill…
chengyuzheng We previously covered Schwab U.S. Dividend Equity ETF (NYSEARCA:NYSEARCA:SCHD) in November 2023, discussing why it remains a great Buy despite the underwhelming performance on a YTD basis, with the latter only attributed to the market rotation towards high-growth tech and generative AI stocks, as most staple stocks suffer from minimal inflationary tailwinds. With the…
PM Images The Vanguard High Dividend Yield Index Fund ETF (NYSEARCA:VYM) and the Schwab U.S. Dividend Equity ETF (SCHD) are two of the most popular dividend ETFs, having amassed $67.87 billion and $55.36 billion in assets under management (AUM). At a point, I wasn’t thrilled with being invested in VYM, but I didn’t exit the…
Kanawa_Studio/E+ via Getty Images In this column, we provide a quarterly update on the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD). Our opinion? The exchange-traded fund, or ETF, does a great job as it was designed to do, be relatively stable while tracking pretty closely the Dow Jones 100 Dividend Index. That’s it. It also offers…
DNY59 Overview The WisdomTree Dividend Growth Fund (NASDAQ:DGRW) is a solid dividend ETF that focuses its holdings on quality dividend paying companies throughout all sectors. The fund offers instant diversification and gives you exposure to some of the best companies in the world. While the dividend yield is on the lower end of the spectrum…
Dragon Claws/iStock via Getty Images Introduction Recently, I have seen a lot of push to invest in Schwab US Dividend ETF (ARCX: SCHD). Frankly, I have never understood the fascination. While it is a good fund for what it does, I feel there are better opportunities elsewhere. For example, I recently wrote a piece where…
hh5800 Introduction Investors have many options when it comes to equity exposure, especially in the field of value-oriented, dividend-equity funds. In this column, I present the two best choices for investors in this sector, the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD), and the Pacer US Cash Cows 100 ETF (BATS:COWZ). Both funds aim to accomplish…
MicroStockHub Earlier this month, Howard Marks, a well-known billionaire, co-founder and co-chairman of Oaktree Capital, which is one of the largest alternative asset management firms, issued a memo called “Easy Money”. While the memo itself is quite extensive and elaborates on explaining the various consequences of “easy money” (i.e., low interest rates), the essence, where…
RichVintage Performance Review In last coverage of the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD), I had a neutral/hold rating on the ETF. I also believed the JPMorgan Equity Premium Income ETF (JEPI) would outperform SCHD. As usual, let’s see how these assessments have played out: SCHD Performance Snapshot since Hunting Alpha’s Last Standalone Coverage of…
Pakin Jarerndee/iStock via Getty Images Investment Thesis The following article reiterates my October 2023 buy rating on the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD), a rare product consistently holding high-quality U.S. stocks with high dividend yields and dividend growth rates. Only a handful of ETFs come close to sharing these qualities, and it’s worth buying…
Marta Nogueira/iStock via Getty Images As with any investment vehicle, once the product becomes overly loved the returns slow down. The Schwab U.S. Dividend Equity ETF™ (NYSEARCA:SCHD) is a prime example of an over-loved investment idea that has now dramatically underperformed the S&P 500 Index (SP500) for an extended period. My investment thesis is more…
AscentXmedia Dividend investing is a compelling way to compound wealth over the long term for several reasons: It provides a consistent and often growing income stream, which can be particularly valuable in periods of market volatility or during an economic downturn. Dividend-paying stocks typically belong to financially strong companies with a history of stable earnings,…
izusek Introduction About six months ago I wrote an article titled: “Lose Money Slowly with SCHD“. Here is my conclusion from that article: Dividend and DGI investors have done really well over the past decade if they chose a dividend growth strategy over a 60/40 strategy. But too many investors have been chasing these stocks…
D-Keine I last updated The Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) in July 2023, informing holders why the opportunity to add exposure is appropriate. However, I cautioned the opportunity could be premature, buying into the ETF “before the tide turns up.” In other words, while I assessed the opportunity as attractive, SCHD’s “price action would…
Nikada When we speak of ETFs, common ones like SPDR S&P 500 ETF (NYSEARCA:SPY) and Vanguard 500 Index Fund ETF (NYSEARCA:VOO) come to mind. Investing in instruments which track the S&P 500 index is indeed the go-to for many retail investors today – and there’s no issue with that at all! That being said, there…
MarsBars It’s been 3 months since I last covered the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) here back in early July, but it seems much longer than that, considering all the economic news that’s happened since then. For one thing, interest rate uncertainty continues to be a headwind for both stocks and bonds alike, and…
deepblue4you 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 and portfolio First Trust Value Line® Dividend Index Fund ETF (NYSEARCA:FVD) started investing operations on 08/19/2003…
Deagreez In a recent article, I updated my family’s target portfolio plan for our $2.5 million family charity hedge fund. At the moment, I wouldn’t buy Schwab U.S. Large-Cap Growth ETF™ (SCHG) because big tech is still overvalued (by 13% historically). I replaced Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG) with Schwab U.S. Dividend…
McKevin Although my own personal preference when I make investments is to buy individual stocks, a perfectly valid alternative that many investors prefer is the purchase of exchange-traded funds, or ETFs. With incredibly low fees and significant opportunities for diversification, ETFs are some of the most important investment vehicles in the world today. Finding the…
Money grows on SCHD trees. baona Investment Thesis If I had a dollar for every time I saw Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) mentioned, I’d take that money and buy more SCHD. The ETF that dominates portfolios and subreddits alike, SCHD needs no introduction, but for those new to dividend investing or to SCHD,…
anyaberkut For those who love generous, safe, and steadily growing dividends, there are few better single-ticker retirement solutions than Schwab U.S. Dividend Equity ETF™ (NYSEARCA:SCHD). Currently, the economy and stock market are at a potential inflection point. Very smart people on Wall Street are arguing persuasively that stocks will rip 10% to 20% higher or…
NosUA Passive income investing simplifies the retirement planning process by enabling an individual to focus on dependable dividend stocks that cover living expenses and grow their payouts over time. This approach removes emotions – an investor’s worst enemy – from the investing equation and enables an investor to take advantage of market downturns rather than…
ridvan_celik Investment Thesis Imagine the benefits as an investor when building a dividend-income investment portfolio with a reduced risk level that helps you generate extra income (which can help you cover your monthly expenses or be used to reinvest) and to increase this amount year over year. Such a dividend strategy can further help you…
designer491 Generating passive income by investing in high dividend growth funds like the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) and the iShares Core Dividend Growth ETF (NYSEARCA:DGRO) can be a great way to fund a retirement for the following reasons: The passive income makes it quite easy to budget for living expenses since dividend payout…