The Dividend Collection Agency expresses bullish views on SCHG and CGDV ETFs, highlighting SCHG's concentrated tech exposure and low fees, benefiting from AI trends, and CGDV's value and dividend focus with active management. Despite recent tech sector volatility linked to Middle East conflicts, both ETFs are seen as strong core portfolio choices offering growth, income, and tax advantages. SCHG targets tech-driven growth while CGDV provides downside protection and capital appreciation, with manageable overlap between them. Investors are encouraged to consider these ETFs for balanced growth and income strategies.
The SCHD ETF has returned just under 2% in the past month, outperforming the S&P 500 ETF (SPY) by nearly 1%. Year-to-date, about 30 SCHD holdings have more than doubled the returns of SPY, which has returned 9.8%. Additionally, 31 SCHD holdings are t...
The Schwab U.S. Dividend Equity ETF (SCHD) has gained 20% year-to-date, outperforming the S&P 500's 10% rise. SCHD focuses on large-cap companies with strong dividend histories and value metrics, avoiding mega-cap tech stocks that led recent market r...
