SPHD vs. VYM - High Dividend ETFs from Invesco and Vanguard

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  • Опубликовано: 30 янв 2025

Комментарии • 22

  • @OptimizedPortfolio
    @OptimizedPortfolio  2 года назад +1

    Get my dividend portfolio: www.optimizedportfolio.com/m1-finance-dividend-pie/

  • @jeffrobinson1975
    @jeffrobinson1975 2 года назад +1

    I have had both these, SPHD in my trading account and VYM in roth. Had to sell SPHD to cover margin in Q2 lol, but loved the monthly dividend when I had it. VYM actually my largest roth position.

  • @TJ-Stackin
    @TJ-Stackin 2 года назад +1

    Do you hold Avuv,Vea,Avdv,Vwo,Dgs,Voo in a taxable account?
    Currently I hold Fnilx in my Roth but would like to outperform the market outside of my IRA.

    • @OptimizedPortfolio
      @OptimizedPortfolio  2 года назад

      No

    • @TJ-Stackin
      @TJ-Stackin 2 года назад

      @@OptimizedPortfolio why not?

    • @OptimizedPortfolio
      @OptimizedPortfolio  2 года назад

      @@TJ-Stackin The small cap value funds are less tax-efficient.

    • @TJ-Stackin
      @TJ-Stackin 2 года назад

      @@OptimizedPortfolio would a 50% VTI VEA 25%, VWO 25% be more tax efficient portfolio?

    • @OptimizedPortfolio
      @OptimizedPortfolio  2 года назад

      @@TJ-Stackin Comparatively, yes.

  • @dineshparthiban
    @dineshparthiban 2 года назад

    Could you please make a video on ex us dividend etf like SCHY and DNL.

  • @karennam4270
    @karennam4270 2 года назад

    Hi! In which App can I buy diese ETF? What App are you using?

  • @israeljameslister9831
    @israeljameslister9831 2 года назад

    Is it redundant to have both?

  • @davidfairchild1640
    @davidfairchild1640 2 года назад +2

    "Irationally"? Are you trying to educate or insult?

    • @OptimizedPortfolio
      @OptimizedPortfolio  2 года назад +1

      Neither, I suppose. Preference for dividends per se over selling shares of an equal amount is demonstrably irrational and is just a well-documented mental accounting fallacy: www.sciencedirect.com/science/article/abs/pii/0304405X84900254
      I discussed this more comprehensively here: www.optimizedportfolio.com/dividends/

  • @joemeyer2726
    @joemeyer2726 2 года назад

    XYLD for income

  • @RicardoHernandez-zr1pw
    @RicardoHernandez-zr1pw 2 года назад

    But I have both of these!

  • @paulharsh78
    @paulharsh78 2 года назад

    Schd and chill

    • @OptimizedPortfolio
      @OptimizedPortfolio  2 года назад

      Thanks for watching, Paul. What made you choose SCHD over these 2?

    • @paulharsh78
      @paulharsh78 2 года назад

      @@OptimizedPortfolio sphd is my biggest holding in my Roth IRA. Schd is 2nd. Currently can no longer contribute to a roth. Traditional is maxed. Therefore limiting my tax liability and maximizing mu growth potential with SCHD.