For income investors, something to note: FDVV’s dividend was temporarily reduced in 2020 and 2021. Whereas SCHD and DGRO dividend continued to increase.
I hold FDVV in my HSA, along with SCHD. As a retiree, SCHD is there to generate cash for any medical expenses I may use the account for, while FDVV is there for income and the possibity of a little more growth. Outside of that, your points are spot on. FDVV just duplicates what I already have in my growth funds.
It's amazing to me that no one that I've every found has done this kind of common sense and simple analysis of ETFs for the individual investor until Prof G and this channel. And, he even named it Investing Simplified.
Shiny objects, professor. FDVV is growing faster but has lower dividends, having the same risk factor, same liquidity, but more than double expense ratio (0.16 vs 0.05), and a P/E ratio of 13 vs 5 for SCHD.
Thanks for yet another great video! After watching it, I decided not to invest in FDVV because I am already investing in QQQM and XNTK. So I’ll continue with SCHD as my Low Volatility ETF!
@@NolanGouveia Currently comparing FTEC vs SCHG. I own FTEC, debating on selling it for SCHG for my higher risk category. Also holding SCHD & SPLG, thanks to your 3-fund portfolio strategy. I changed my strategy in Jan & made huge gains since thanks to you!
I've been thinking about adding FDVV to my portfolio for a little while now, so I really appreciate your comparison to SCHD which I already have in my accounts. Was wondering if you would do a deep dive into DGRW and how it compares to SCHD? Your information is always the best!
Professor, what are your thoughts on the dividend growth projections of SCHD. Based on what I see from other dividend growth ETFs it seems like it’s near its cap meaning it’ll slow down significant in the near future. Whereas VIG appears to have a significant amount of roadway ahead. If the above ends up being true, wouldn’t it be better for someone in their 20s and maybe early 30s to go with VIG?
This is a little off topic, but I’d be interested in what equipment, editing software, etc., that you use for your RUclips channel. I think that could be helpful to those wishing to start a RUclips side hustle. Congrats on the 200k subscribers!! Well deserved! 😊
@NolanGouveia I am, thanks for asking. Little higher expense ratio than SCHD, but low overlap for the ETFs. I think both will have decent price appreciation and know they both have good dividend yields. SCHG and FTEC are my hands down favorite growth ETFs b/c low expense and incredible appreciation. FTEC b/c it covers, in my opinion, the broadest tech, large, medium and small cap companies. With those 4 as my base, I have the options to pick other short term/cyclical stocks like MSTR, or long term growth like VRT. Been following you Dr G for months now, always enjoy your thoughts and recommendations. Honestly, you were the 1st person I remember hearing to invest in SCHD, so thank you!!
@kerrydaniels8460 I go with small % of SPLG but prefer SCHG because the returns from that beat any of the S&P 500 funds. With money debasement, prefer highest returns possible after the few etfs that come close to the ones like VOO
Just a crappier version VOO. It's silly in my book to hold FDVV over VOO. You get way less benefits earn way less, and don't even get the real benefits of an actual value nor growth fund. It just underperformed all the other options. Better than nothing and not investing at all, but if the goal is value dividend investing then just go SCHD. If it's growth go with VOO or VUG etc. Better yet at mix. You'll do better that way, but again, if it gets you to invest period even if it underperformed the alternatives (even VOO destroyed it by literally over 30% in past 5 years despite) better than nothing.
Wow finally you compare FDVV and SCHD HEHEHE. I’ve invested in both since 2019 FDVV and 2021 SCHD. I’ve been pretty happy with returns of FDVV and dividend growth of SCHD. I have noticed year over year the dividend of FDVV doesn’t grow as much. But up 40% DCA.
Nah, more like a crappy wannabe VOO fund that performs way worse and barely has much of dividend over it. So you get crappier returns and crappier dividends than just going with the real deals.
Thanks for covering this ETF! Made FDVV a core position in my portfolio (along with SCHD) at the beginning of this year. Currently up over 18%. Don't know why this fund has received so little attention (until recently).
FDVV vs VIG dividend reinvested Total Return 13.22% vs 13.72% since 9/15/2016 Not reinvested 11.58% vs 12.91% This last year FDVV made good gains, but VIG lead it the entire time. SCHD and FDVV are different animals. I feel like VIG is a better comparison.
@@NolanGouveia I look long term, and even though FDVV has had a good year, I use VIG for that portion of my portfolio. It’s more of a dividend growth with good capital appreciation fund. Whereas SCHD is more income with dividend growth, with an “ok” capital appreciation. FDVV is still a good fund IMO. I also use a platform that utilizes fractional shares, so share price is not an issue.
Looking at the holdings it seems that FDVV seems like a hybrid between growth ETFs and dividend ETFs. Since I am seeking growth by aggressive speculation in a sector early in a bull market the defensive nature of SCHD is very important to diversifying my portfolio.
Good evening, Professor G!! Thank you for highlighting this alternate EFT! SCHD is the largest holding in my miniscule portfolio. But, using my Schwab account, it shows my SCHD income doubling each year (and I reinvest it, of course). So...I'm going to stick to the 3 ETF plan that you've highlighted-- schd, schg, and vti.
Great video and elaboration of comparative methodology. FYI- when you were showing the comparative PE ratios, there maybe a data problem with the SCHD PE ratio. Before the split I think the SCHD PE was about 17.5. Would that change materially with the 3-1 split?
I agree but what’s odd is the years that were down they both are inline with each other. I thought FDVV would have lost more in 2022. I have looked at SCHD as a safer place to still pick up modest gains. Then again I’m old.
I like your 3 fund portfolio with these 3 ETF'S SPLG .02 SCHG .04 and SCHD .06. If you feel they need to have more growth and less value, instead of going to with FDVV that charges a higher expense fee of .15. Just lower your percentage toward value SCHD to growth SCHG.
Can you suggest best Dividend ETF for Europe investors available on platforms such as T212? We do not have accesst to SCHD or FDVV so it would be amazing to hear your opinion for Europe options. Great content as always! 😊
Can you do the analysis on the FFLC ETF? Other than the fact that it is an ETF with minimal fees and active management, not much is known about it. I conducted a portfolio backtest (going back 10 years) against a number of other well-known ETFs, including the VOO, SPY, QQQ, and many others. This ETF appears to perform better than others, particularly in 2022 during the down market. This EFT increased its gain on the up year and, inexplicably, minimized the loss on the down year (only -0.22% down).
Hello. Congratulations on the channel. I only recently found it but I've already subscribed. I'm very interested in the 3 ETF portfolio but being European I don't have access to SCHD. What would be your recommendation for a replacement available in Europe? Thanks
Prof G, whats your thoughts on a Gold ETF (like IAUM from iShares) to make up a small portion of a portfolio. Worth the investment for the potential eventuality of severe market volatility? Congrats on 200k subs btw, that came pretty damn quick! Mark of a great content creator. 🍻
Great video. I’m a Fidelity user and after four years having an individual account , I opened a Roth IRA because of your great videos. I chose FXAIX, FSPGX and FDVV. I still hold the SCHD in the individual account. Can you talk about FSPGX and compare with QQQM? Blessings!
Professor G, I invest in ETFs through Robinhood. I wanted to try out Mutual funds too, what's your stance on that and is there a good broker for Mutual funds? Also, thanks for your videos - they are so educational.
@@RB-je3yj exactly. Growth ETF will easily outperform FDVV in the long term. This is more for those that primary invest in dividend ETFs, another example is DGRO. as you said, pointless if you hold VGT/SCHG/QQQ(M)/VUG etc. Or if you sell SCHD for it.
Hello professor G, thank you so much for this comparison. I was comparing SCHD with SPYV, IUSV, MGV y VTV they had better performance and 3 of them are cheaper 0.04. What do you think about these large value ETF compare to SCHD?
It's not though. You'd do much better with the alternatives. It's actually closer to just a crappier version of VOO. You basically get worst volatility while getting waaay less returns with VOO while holding a ton of the same funds. Just go with the real deal. VOO and if you want dividends go with SCHD instead. Mix both both and you come out way ahead. SCHD destroys it if you want solid dividends with volatility protection and VOO destroys it if you want actual growth. FDVV is just a hell no for me. I guess better than nothing, but looking at actual numbers it's just not a great fund than just going with the real deal vs fake knock off crap.
Good analysis, agree with your conclusions. Buy some good stock and hold it till it goes up. Then sell it. If it doesn’t go up, don’t buy it. (? Will Rogers) 😊
I prefer SCHD for sure. Why go with FDVV when VOO already exists and does way better. FDVV is just a crappier FXAIX/VOO aka S&P 500. It has literally over 80% overlap with S&P 500 and the top holdings basically the same so it doesn't have the same level of diversification. It also is supposed to be a dividend ETF and aucks in comparison to SCHD. SCHD beats it at what it's actually supposed to be fund wise and has a better methodology for dividends in general. I didn't even have to look at the beta. Just look at the holdings. Just go with VOO at that point. Seems like a dumb fund instead of just going with VOO. I added SCHD more recently and look at THE ACTUAL HOLDINGS folks and not just generic numbers. That will tell you more than anything else.
The expense ratio at .15% per $1,000.00. 😢 FXAIX has been my choice for over 20 years and SCHD over the past 5 years with a reasonable expense ratio at .06%/60 cents per $1,000.00 and a better price/earnings ratio.
Prof, tell me where my % is off for a near retiree looking for income with some growth and doesn't mind the covered calls in some of these ETFs that limits upside for the benefit of lower downside loss. I'm NOT worried about beating the benchmarks. I AM worried about needing income, losing lots of money, (I can handle ups and downs), and I plan to hold long term and don't want to watch the market as it changes and would like to just hold. SCHD 20% JEPQ 30% DIVO 20% DGRO 10% CGDV 10% FDVV 10% I'm willing to exchange FDVV for JEPI if it makes sense, or anything else for that matter. What do you think? Is my overlap ok? Thanks in advance.
Peofessor G, what is your fav? SCHG VS QQQM?? since the Schwab split i'm wondering if I should switch to SCHG (currently i'm invested in QQQM) Great video.
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For income investors, something to note: FDVV’s dividend was temporarily reduced in 2020 and 2021. Whereas SCHD and DGRO dividend continued to increase.
Professor G, I asked you about FDVV and you delivered.
Appreciate the content and comparison!
You are welcome!!
I invested in FDVV last summer, so far the gain has been 30%. Love it.
That was a great choice!
Good for you
FDV V is great
Look at SPHQ QUAL is also good
I hold FDVV in my HSA, along with SCHD. As a retiree, SCHD is there to generate cash for any medical expenses I may use the account for, while FDVV is there for income and the possibity of a little more growth. Outside of that, your points are spot on. FDVV just duplicates what I already have in my growth funds.
CONGRATS ON 200K SUBS PROF. G✊
Thankyou!
It's amazing to me that no one that I've every found has done this kind of common sense and simple analysis of ETFs for the individual investor until Prof G and this channel. And, he even named it Investing Simplified.
😀🏆 Thankyou so much!
keep pumping out those financial informational videos Professor G!!!!
Congrats on 200K brother! That is awesome. You are basically famous now!
I appreciate you my dude!
Shiny objects, professor. FDVV is growing faster but has lower dividends, having the same risk factor, same liquidity, but more than double expense ratio (0.16 vs 0.05), and a P/E ratio of 13 vs 5 for SCHD.
Great video. Fantastic explanation on how different ETF’s compliment each other.
I appreciate it 🙏
Love a good time. This video was so much fund!
Great video! THIS is the kind of content we need.
I appreciate the feedback! 😀
Thanks for yet another great video! After watching it, I decided not to invest in FDVV because I am already investing in QQQM and XNTK. So I’ll continue with SCHD as my Low Volatility ETF!
Thanks for providing such great content, I needed this!
i like SCHD and SCHG combo better than FDVV that gets high % due to high % tech stocks
Love how this video pops up on my notifications as I'm researching ETFs. Prof. G reading minds over here.
😀 which ETFs do you like best?
@@NolanGouveia Currently comparing FTEC vs SCHG. I own FTEC, debating on selling it for SCHG for my higher risk category. Also holding SCHD & SPLG, thanks to your 3-fund portfolio strategy. I changed my strategy in Jan & made huge gains since thanks to you!
This was one of the best videos that I have seen. I think you are awesome.
I appreciate the encouragement Calvin! Thankyou!
Very Informative. Very good explanation on risk vs return of the individual funds and the investment objectives.
Thankyou very much!
I've been thinking about adding FDVV to my portfolio for a little while now, so I really appreciate your comparison to SCHD which I already have in my accounts. Was wondering if you would do a deep dive into DGRW and how it compares to SCHD? Your information is always the best!
Nolan, can you do a video at some point on your thoughts on Goldman Sach's projecting a 3% return in the S&P 500 over the next decade? Thanks Chris
I been looking at FDVV for a few weeks. Waiting for a pull back to jumbo in. Its got a lot in technology stocks which explains the high gains
I’m sticking with my dividends ETF’s SCHD + JEPQ
Same. I have SCHD in my 401k and just started adding JEPQ in a Roth Ira.
Thank you Prof.! Always helpful to refresh the reasoning!
Another great video, Professor!
Thankyou!
I’ve got FDVV and JEPQ on my Roth IRA. And I’ve got SCHD on my Brokerage
NVDA, AAPL, MSFT, AVGO being 20% of the portfolio will sorta outshine most "value" ETF's...
I'm more partial to SCHD to balance the risk, especially because I think a correction is on the horizon for 2025
Great info Professor G. I am sticking with SCHD, SCHG, SPLG and Ftec for the long term. Congrats on 200k subs 🎉❤
Thankyou!
FDVV! Had it this year 2024 so you already know. Up the most down the least for a few years already.
Professor im sticking with Pepsi and Chevron. Don't play with my mind😂😂😂😂😮😮
CONGRATS on 200k subs BAB🥹
Thankyou beautiful 😘
Keeping us current! Thanks.
Happy to help where I can!
Thank you for another great video! I liked how you explained the terms that I hadn’t gotten around to learning yet!
Professor, what are your thoughts on the dividend growth projections of SCHD. Based on what I see from other dividend growth ETFs it seems like it’s near its cap meaning it’ll slow down significant in the near future. Whereas VIG appears to have a significant amount of roadway ahead. If the above ends up being true, wouldn’t it be better for someone in their 20s and maybe early 30s to go with VIG?
This is a little off topic, but I’d be interested in what equipment, editing software, etc., that you use for your RUclips channel. I think that could be helpful to those wishing to start a RUclips side hustle. Congrats on the 200k subscribers!! Well deserved! 😊
Thanks for the idea!
Have had SCHD & FDVV as my 2 dividend etfs to compliment my growth etfs and stocks
I like it! Are you happy with that choice?
FDVV isn't really a dividend fund. It's just a crappier version of VOO. Beat to just go with VOO and SCHD mix than going with FDVV at all really.
@NolanGouveia I am, thanks for asking. Little higher expense ratio than SCHD, but low overlap for the ETFs. I think both will have decent price appreciation and know they both have good dividend yields. SCHG and FTEC are my hands down favorite growth ETFs b/c low expense and incredible appreciation. FTEC b/c it covers, in my opinion, the broadest tech, large, medium and small cap companies. With those 4 as my base, I have the options to pick other short term/cyclical stocks like MSTR, or long term growth like VRT. Been following you Dr G for months now, always enjoy your thoughts and recommendations. Honestly, you were the 1st person I remember hearing to invest in SCHD, so thank you!!
@kerrydaniels8460 I go with small % of SPLG but prefer SCHG because the returns from that beat any of the S&P 500 funds. With money debasement, prefer highest returns possible after the few etfs that come close to the ones like VOO
FDVV sounds like it performs very much like 2-in-1 shampoo & conditioners
🤣 yes
Agree lol
FDVV has been pretty much on fire. I was wondering the same.
Very solid fund I agree
Just a crappier version VOO. It's silly in my book to hold FDVV over VOO. You get way less benefits earn way less, and don't even get the real benefits of an actual value nor growth fund. It just underperformed all the other options.
Better than nothing and not investing at all, but if the goal is value dividend investing then just go SCHD. If it's growth go with VOO or VUG etc. Better yet at mix. You'll do better that way, but again, if it gets you to invest period even if it underperformed the alternatives (even VOO destroyed it by literally over 30% in past 5 years despite) better than nothing.
Considering I own DGRO and SCHD, would it be a good idea to add FDVV to my portfolio?
Wow finally you compare FDVV and SCHD HEHEHE. I’ve invested in both since 2019 FDVV and 2021 SCHD. I’ve been pretty happy with returns of FDVV and dividend growth of SCHD. I have noticed year over year the dividend of FDVV doesn’t grow as much. But up 40% DCA.
Just buy these two. Seems like fdvv will be more like a growth etf that pays good dividend
Nah, more like a crappy wannabe VOO fund that performs way worse and barely has much of dividend over it. So you get crappier returns and crappier dividends than just going with the real deals.
Thanks for covering this ETF! Made FDVV a core position in my portfolio (along with SCHD) at the beginning of this year. Currently up over 18%. Don't know why this fund has received so little attention (until recently).
Good comparison Professor G, thanks for sharing! What are your thoughts on sector ETF’s?
I do some DIVB to supplement for gains …I like their focus on stock buy backs while having a decent dividend. Thx for the info!
Dude. Great video. The comparison chart was great. More of that please!
Thanks for the feedback! Will do!
Thanks for your honesty, professor. Jack of all trades, master of none. I'm loading up on SCHD in my brokerage and DIVO in my roth for tax shielding.
Can you do a video on how to invest for our children and the tax benefits?
FDVV vs VIG dividend reinvested Total Return 13.22% vs 13.72% since 9/15/2016
Not reinvested 11.58% vs 12.91%
This last year FDVV made good gains, but VIG lead it the entire time.
SCHD and FDVV are different animals.
I feel like VIG is a better comparison.
Which etf do you invest in?
@@NolanGouveia I look long term, and even though FDVV has had a good year, I use VIG for that portion of my portfolio. It’s more of a dividend growth with good capital appreciation fund. Whereas SCHD is more income with dividend growth, with an “ok” capital appreciation.
FDVV is still a good fund IMO.
I also use a platform that utilizes fractional shares, so share price is not an issue.
Professor - can you review JPUS? It looks like a mid cap focused version of Schd. Decent dividend growth , similar total returns
FDVV has been doing very well for me, big fan
I hold FDVV and have been happy with the risk/returns.
Yes definitely a solid fund!
Excellent content Prof. G. Can you provide Index funds that would best pair with SCHD 🙏
Looking at the holdings it seems that FDVV seems like a hybrid between growth ETFs and dividend ETFs. Since I am seeking growth by aggressive speculation in a sector early in a bull market the defensive nature of SCHD is very important to diversifying my portfolio.
Good evening, Professor G!! Thank you for highlighting this alternate EFT! SCHD is the largest holding in my miniscule portfolio. But, using my Schwab account, it shows my SCHD income doubling each year (and I reinvest it, of course). So...I'm going to stick to the 3 ETF plan that you've highlighted-- schd, schg, and vti.
Professor G, congratulations on hitting 200k subscribers.
When will you be at 1M? (I bet that you've already calculated it)
Thanks for the video.
Great video and elaboration of comparative methodology.
FYI- when you were showing the comparative PE ratios, there maybe a data problem with the SCHD PE ratio.
Before the split I think the SCHD PE was about 17.5.
Would that change materially with the 3-1 split?
Good lesson as always, i had the answer even before u explain and thats for all that i learned from all your classes so thanks for your knowledge
Excellent!
I agree but what’s odd is the years that were down they both are inline with each other. I thought FDVV would have lost more in 2022. I have looked at SCHD as a safer place to still pick up modest gains. Then again I’m old.
Thanks for another great video. Hoping to see one day a Collab with Jeff Teeples, you both delivver the best personal finance content here!
I like your 3 fund portfolio with these 3 ETF'S SPLG .02 SCHG .04 and SCHD .06. If you feel they need to have more growth and less value, instead of going to with FDVV that charges a higher expense fee of .15. Just lower your percentage toward value SCHD to growth SCHG.
Can you suggest best Dividend ETF for Europe investors available on platforms such as T212?
We do not have accesst to SCHD or FDVV so it would be amazing to hear your opinion for Europe options.
Great content as always! 😊
I’ve looked into FDVV- however, I appreciate the stability of SCHD and I couple it with DGRO. I am approximately 10 years out from retirement.
Definitely understandable 👍
Can you do the analysis on the FFLC ETF? Other than the fact that it is an ETF with minimal fees and active management, not much is known about it. I conducted a portfolio backtest (going back 10 years) against a number of other well-known ETFs, including the VOO, SPY, QQQ, and many others. This ETF appears to perform better than others, particularly in 2022 during the down market. This EFT increased its gain on the up year and, inexplicably, minimized the loss on the down year (only -0.22% down).
I bought SCHD 11/04/2021 and then again 9/15/2023 and have 11.92% gain. SCHD has been okay I guess with the dividends paid.
Hello. Congratulations on the channel. I only recently found it but I've already subscribed. I'm very interested in the 3 ETF portfolio but being European I don't have access to SCHD. What would be your recommendation for a replacement available in Europe?
Thanks
Great video Professor G! I enjoy all your videos. But P/E ratio of SCHD is not 5 (although I wish it was). Closer to 13.5 according to Morningstar.
I still gotta go with SCHD for stability and less worry. You know, set it and forget it 😊
Great video and intel.. sharing this one today! IPPON
Ps: Broncos are winning!!!
Prof G, whats your thoughts on a Gold ETF (like IAUM from iShares) to make up a small portion of a portfolio. Worth the investment for the potential eventuality of severe market volatility?
Congrats on 200k subs btw, that came pretty damn quick! Mark of a great content creator. 🍻
Hey Prof G, would love to hear your take on some of the YieldMax Etf's, like TSLY etc. Covered call etf's but with an insane dividend yield
Great video. I’m a Fidelity user and after four years having an individual account , I opened a Roth IRA because of your great videos. I chose FXAIX, FSPGX and FDVV. I still hold the SCHD in the individual account. Can you talk about FSPGX and compare with QQQM? Blessings!
Good video
Thanks!
Yes I definitely get your point. Well taken, thanks. Would you consider DGRO the same in terms of not knowing what it is?
Professor G, I invest in ETFs through Robinhood. I wanted to try out Mutual funds too, what's your stance on that and is there a good broker for Mutual funds?
Also, thanks for your videos - they are so educational.
G, I'm already invested in Tech VGT/SCHD....should I add FDVV!?🤔
No i wouldn’t.
@@Optimus-Prime-Rib That's what I'm thinking FDVV doesn't make sense to add at this time!
@@RB-je3yj exactly. Growth ETF will easily outperform FDVV in the long term. This is more for those that primary invest in dividend ETFs, another example is DGRO.
as you said, pointless if you hold VGT/SCHG/QQQ(M)/VUG etc.
Or if you sell SCHD for it.
No I'd keep what you have my friend
SPHQ is the Best Value ETF By far
It beats Voo 90% of the time and is better in bad times
I still like SCHD for pure value.
SCHD compliments VOO (or any SP500 index) well because there is hardly any overlap. Large Cap Value Vs Large Cap Blend/Growth. Great video.
Thanks!
Professor G. Great Job! I have a Fidelity active FDVV FELC and FELG also IVV SCHD and SCHG Professor G. Portfolio’s. Thanks.
I own both mainly for diversity of the holdings to derive income from.
Hello professor G, thank you so much for this comparison. I was comparing SCHD with SPYV, IUSV, MGV y VTV they had better performance and 3 of them are cheaper 0.04. What do you think about these large value ETF compare to SCHD?
Broncos? You from CO? Love your videos, Professor G
I rather buy SCHD, the main reason of the dividend ETF is to diversify from SCHG and SPY which have plenty of NVDA, MSFT and AAPL
May be have both is the better strategy?!
Possibly
Yes
FDVV is like combining 70% SCHD and 30% SCHG.
It's not though. You'd do much better with the alternatives. It's actually closer to just a crappier version of VOO. You basically get worst volatility while getting waaay less returns with VOO while holding a ton of the same funds.
Just go with the real deal. VOO and if you want dividends go with SCHD instead. Mix both both and you come out way ahead. SCHD destroys it if you want solid dividends with volatility protection and VOO destroys it if you want actual growth.
FDVV is just a hell no for me. I guess better than nothing, but looking at actual numbers it's just not a great fund than just going with the real deal vs fake knock off crap.
Professor G, I have another interesting dividend ETF for you: TDIV. Compare it with SCHD and FDVV, thanks!
I would rather go SCHG than FDVV, another option to consider could be CGDV.
Good analysis, agree with your conclusions. Buy some good stock and hold it till it goes up. Then sell it. If it doesn’t go up, don’t buy it. (? Will Rogers) 😊
Can you suggest something similar for UK market.. I have been following your content from sometime now and I just love it
Esse galo de Barcelos é lindo! Excelente canal.
🇵🇹🇵🇹🇵🇹
I prefer SCHD for sure. Why go with FDVV when VOO already exists and does way better. FDVV is just a crappier FXAIX/VOO aka S&P 500.
It has literally over 80% overlap with S&P 500 and the top holdings basically the same so it doesn't have the same level of diversification. It also is supposed to be a dividend ETF and aucks in comparison to SCHD. SCHD beats it at what it's actually supposed to be fund wise and has a better methodology for dividends in general.
I didn't even have to look at the beta. Just look at the holdings. Just go with VOO at that point. Seems like a dumb fund instead of just going with VOO. I added SCHD more recently and look at THE ACTUAL HOLDINGS folks and not just generic numbers. That will tell you more than anything else.
You just don't get it. All bloggers now pump up FDVV...
CAGR for SPYV appears similar to FDVV in last year.
The expense ratio at .15% per $1,000.00. 😢 FXAIX has been my choice for over 20 years and SCHD over the past 5 years with a reasonable expense ratio at .06%/60 cents per $1,000.00 and a better price/earnings ratio.
I would agree
Prof, tell me where my % is off for a near retiree looking for income with some growth and doesn't mind the covered calls in some of these ETFs that limits upside for the benefit of lower downside loss. I'm NOT worried about beating the benchmarks. I AM worried about needing income, losing lots of money, (I can handle ups and downs), and I plan to hold long term and don't want to watch the market as it changes and would like to just hold.
SCHD 20%
JEPQ 30%
DIVO 20%
DGRO 10%
CGDV 10%
FDVV 10%
I'm willing to exchange FDVV for JEPI if it makes sense, or anything else for that matter. What do you think? Is my overlap ok? Thanks in advance.
Peofessor G, what is your fav? SCHG VS QQQM?? since the Schwab split i'm wondering if I should switch to SCHG (currently i'm invested in QQQM) Great video.
meh, kindda like dgro. I still prefer the schd&schg duo
I need advice on what and how to invest 100k in a taxable brokerage account..
Zacks has this listed as a 3 hold. Stockinvest has this listed as a strong buy.
So the 3 fund portfolio is just the total stock market. VTI or FZROX.