The 4-Factor Dividend Growth Strategy, inspired by the Schwab US Dividend Equity ETF (SCHD), targets high-quality dividend stocks using four specific metrics. Since its inception, it has delivered an average 12-month return of 16.94%, outperforming SCHD by 5.21% over completed cycles. Despite SCHD's strong rally in 2026 narrowing the performance gap, the 4-Factor portfolio maintains a slight annualized alpha of 0.26% and exceeds its 12% compound annual growth rate (CAGR) target. A simplified ROC/PEG variant is currently being tested, but the original strategy remains more resilient in early trials.
The Schwab US Dividend Equity Fund (SCHD) remains a key holding for dividend-focused investors, providing a 3.29% yield and 15 years of consecutive dividend growth. Its recent outperformance against the S&P 500 is driven by a value and energy sector ...
The iShares Core Dividend ETF (DIVB) revamped its strategy in December 2022 to prioritize dividends over share buybacks, aligning more closely with the broader equity market. Since the change, DIVB has achieved an impressive 85.98% total return over ...
The First Trust Morningstar Dividend Leaders Index ETF (FDL) focuses on the top 100 dividend yielders with basic quality screens, excluding REITs and capping individual stock weights. However, recent changes have reduced its holdings to 85, though th...
