SCHD Vs. VYM: Which Dividend ETF Is The Better Buy?

Summary

  • After years of underperforming the Schwab US Dividend Equity ETF, the Vanguard High Dividend ETF is now outperforming it.
  • To determine what this means for future performance we examine the differences in how their indexes are constructed, how their dividends compare, and the differences in their Sector Allocations.
  • We consider how rising rates will impact their appeal to investors and suggest the scenarios under which each ETF, or neither, would be a better investment.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4504694-schd-vs-vym-dividend-etf-better-buy?utm_source=stck.pro&utm_medium=referral

Dividend ETF giant has attracted more 2022 capital than SPY, DIA, and QQQ (SCHD)

The Schwab U.S. Dividend Equity ETF (NYSEARCA: SCHD) generated serious attention during Q1, pulling in more capital than funds tied to the three major U.S. equity indices, as investors looked for stability amid a general slide in the overall stock market.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/news/3818937-dividend-etf-giant-attracts-more-2022-capital-than-spy-dia-and-qqq-as-q1-end-approaches

SCHD’s Yearly Reconstitution Adds 14 New Stocks And Eliminates 13

Summary

  • SCHD’s index both rebalances and reconstitutes its holdings the second Friday in March. SCHD has been adjusting to the recent reconstitution.
  • It added 14 stocks. We look at EOG resources which was the largest new holding and at the sectors represented by the rest of the much smaller stocks added.
  • 13 stocks have been deleted. Several were spinoffs. The most significant deletion was Emerson Electric, which still looks like a fine investment but with a dropping yield.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4497130-schds-yearly-reconstitution-adds-14-new-stocks-and-eliminates-13

4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.5

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 11.39% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.84% CAGR

  • Back test timeframe: January 1972 – October 2021

  • Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)

  • Long-Term Performance: 8.89% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 8.64% CAGR

  • Back test timeframe: February 1998 – October 2021

  • Number of ETFs available in this asset class: 117

  • Number of ETFs in this asset class that are 10-years old or older: 34

U.S. Large Cap Value vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2021

DIA vs SPY: February 1998 – October 2021

DIA vs SPY: January 20, 1998 – October 29, 2021

Continue reading “4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.5”