Viktoria, This is *not* a dividend EFT. You have almost arrived at this conclusion in the video, but didn't follow up. This is a hybrid ETF of dividend and technology stocks, which is why it has outperformed all actual dividend ETFs. It has 1.6% dividend yield, so it's more like SPY (1.3%) than SCHD (3.4%) - and, as you highlight, it's 0.28% fee. Nothing to be excited about. Many "dividend ETFs" figured out that people don't buy them because they underperform during rallies, so they add technology/semiconductors to the portfolio, which boosts performance, but changes characteristics of the fund completely.
The monthly distribution is silly in the case of DGRW because it is so inconsistent. Also the expense ratio is high as discussed, but that's OK as long as the total return outperforms the market. I actually decided to nibble at CGDV, an actively managed fund. It has outperformed the S&P in a down year (2022) and an up year (2023).
You always do such a great job with your analysis but i still prefer SCHD b/c of its higher dividend yield and if you remove 2023 it actually slightly outperformed DGRW. However, I write covered calls against my own growth dividend portfolio. I think both of these choices for those that prefer the ETF route would do very well.
i find that no one etf is perfect but maybe a combination of etfs can lead to a near perfect investment. i am current accumulating shares in 5 etfs: vong for growth, jqua for quality, soxq for ai, and for dividends spyi and jepq. one major factor that i like about these etfs is that the price per share is not that high, making it easier to accumulate (eventually) mass quantities 🧐🖖
Love the deep dive. I would love if you can build a video to explain what would be a good ETF for Roth IRA. I already invest in VOO and QQQM through my 401K and tax brokerage account but have not been able to decide on what ETF should i pick for ROTH. Also, looking for 10+ years investment horizon.
Also, debt to equity matters more when interest rates are rising. When they are going down, those companies with high levels will have higher earnings.
I know nothing about technology (technology illiterate, respectively), but what do you think about AI picking stocks? I've heard 'they' are already using AI to pick stocks.? Is that true? And who is/are 'they'?.. And if so, how does AI perform at that task?... I ❤ your videos.👍Forever
You are such a smart and beautiful woman.😍 do you have green eyes? Anyway, I love your research I love your videos. Very informative💜👍 have a great day😊
I'm confused. Your title says "dividend income & growth ETF ALL investors NEED for 2024 - DGRW (263%)". BUT you said it is horrible on fees and needs to perform better within it's own fund to be considered an overall ETF. SO based off your title WHICH ETF is all I need for 2024 if not DGRW? OH wait! CGDV? NEXT VIDEO - great click bait you do a great job dragging us along! FAWK
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Thanks!
Thank you Al, I appreciate it! 😊
Good analysis of DGRW. High expense brings down the overall returns.
Its total returns are already factored in and it does well.
You are the best at analyzing these etfs …also you have beautiful smile 😜😜😜
Viktoria, This is *not* a dividend EFT. You have almost arrived at this conclusion in the video, but didn't follow up. This is a hybrid ETF of dividend and technology stocks, which is why it has outperformed all actual dividend ETFs. It has 1.6% dividend yield, so it's more like SPY (1.3%) than SCHD (3.4%) - and, as you highlight, it's 0.28% fee. Nothing to be excited about. Many "dividend ETFs" figured out that people don't buy them because they underperform during rallies, so they add technology/semiconductors to the portfolio, which boosts performance, but changes characteristics of the fund completely.
Thank you for the summary of roa v. roe. Very well explained.
Thanks for the analysis, going to stick with CGDV
3:13 .... What is the plot tool (I assume a website) with the line chart of multiple etf & comparing total return?
I use Seeking Alpha for the charts!
You can use this link to get $50 OFF:
seekingalpha.me/ViktoriyaMedia
The monthly distribution is silly in the case of DGRW because it is so inconsistent. Also the expense ratio is high as discussed, but that's OK as long as the total return outperforms the market. I actually decided to nibble at CGDV, an actively managed fund. It has outperformed the S&P in a down year (2022) and an up year (2023).
Cool
DGRW to low divedend
can you talk about COWZ whose performance is also very impressive
Congrats on your engagement!!!!!
You always do such a great job with your analysis but i still prefer SCHD b/c of its higher dividend yield and if you remove 2023 it actually slightly outperformed DGRW. However, I write covered calls against my own growth dividend portfolio. I think both of these choices for those that prefer the ETF route would do very well.
i find that no one etf is perfect but maybe a combination of etfs can lead to a near perfect investment. i am current accumulating shares in 5 etfs: vong for growth, jqua for quality, soxq for ai, and for dividends spyi and jepq. one major factor that i like about these etfs is that the price per share is not that high, making it easier to accumulate (eventually) mass quantities 🧐🖖
Love the deep dive. I would love if you can build a video to explain what would be a good ETF for Roth IRA. I already invest in VOO and QQQM through my 401K and tax brokerage account but have not been able to decide on what ETF should i pick for ROTH. Also, looking for 10+ years investment horizon.
QGRW could be a better option and much better performance if you are tilting more growth oriented.
I think chasing income is a mistake that most people make in investing. Chasing anything is never a long term strategy. Catching it is.
Also, debt to equity matters more when interest rates are rising. When they are going down, those companies with high levels will have higher earnings.
I know nothing about technology (technology illiterate, respectively), but what do you think about AI picking stocks? I've heard 'they' are already using AI to pick stocks.? Is that true? And who is/are 'they'?.. And if so, how does AI perform at that task?... I ❤ your videos.👍Forever
Looks like DGRO
THANKs
Sawayn Inlet
You are such a smart and beautiful woman.😍 do you have green eyes?
Anyway, I love your research I love your videos. Very informative💜👍 have a great day😊
Schaefer Vista
Runte Cape
XXL Barbie
Armani Village
Fannie Alley
I'm confused. Your title says "dividend income & growth ETF ALL investors NEED for 2024 - DGRW (263%)". BUT you said it is horrible on fees and needs to perform better within it's own fund to be considered an overall ETF. SO based off your title WHICH ETF is all I need for 2024 if not DGRW? OH wait! CGDV? NEXT VIDEO - great click bait you do a great job dragging us along! FAWK
Crooks Inlet
Plz no more sh the Ss
Back test from Jan 2023, still not as good as voo. Do not bother.
Pair with VOO. That’s usually how everything is done.
@@WHlSKYx why not pair with something more growth? QQQM, VGT, SMH, etc.
So if this is the only one you need for 2024 will.this be the last video you will do till the end of the year ?
same old stuff...total repeat