The 4-Factor Dividend Growth Strategy, inspired by the Schwab US Dividend Equity ETF (SCHD), targets high-quality dividend stocks using four key metrics. Since its inception, it has delivered an average return of 14.89%, marginally beating SCHD's 14.40%, though recent SCHD gains have narrowed this lead. Monthly portfolio cycles often outperform SCHD, especially in July, but recent trends show SCHD may surpass some cycles. A new variant focusing on Quality/Value using ROC/PEG metrics is under testing, with mixed early results that require more data for confirmation.
The DIVB ETF is rated a Buy due to its superior risk-adjusted returns and balanced approach combining dividends and share buybacks, avoiding heavy concentration in mega-cap stocks. Since inception, DIVB has delivered a 14.35% annualized return, outpe...
SCHD ETF had a strong year with a 21.9% price gain, but its dividend yield dropped from 3.8% to 3.2%, reducing its appeal for income investors. Rising Treasury yields make bonds more attractive compared to SCHD's lower yield, prompting investors to c...
The Capital Group Dividend Value ETF (CGDV) remains a strong core investment despite recent market volatility driven by rising long-term treasury rates and inflation concerns. It is expected to deliver solid annual returns of 10-15% through 2027, sup...
Investors who put $300,000 into Vanguard's High Dividend Yield ETF (VYM) versus Schwab's U.S. Dividend Equity ETF (SCHD) a year ago saw a $28,290 difference in returns by October 7, 2026. SCHD returned 22.03% year-to-date, nearly double VYM's 11.70%,...
In 2026, Schwab U.S. Dividend Equity ETF (SCHD) saw a 19% price increase but only a 0.6% dividend growth, causing the yield to drop from 3.8% to 3.2%. For investors buying SCHD monthly to build retirement income, this means each new dollar buys fewer...
