Q: A large portion of my portfolio is VOO, QQQM and SCHD. Would you recommend buying QQQ, VOO or SCHD when they are currently available for less from their highs?
Q: I have held SCHD for several years and just compared its total return with that of SPY and VIG:
SCHD (Schwab U.S. Dividend Equity ETF)
• 1 Year: 15.73%
• 3 Years: 15.80%
• 5 Years: 76.76%
• 10 Years: 204.74%
SPY: SPDR S&P 500 ETF Trust:
• 1 Year: 27.37%
• 3 Years: 44.86%
• 5 Years: 98.26%
• 10 Years: 254.08%
VIG (Vanguard Dividend Appreciation ETF)
• 1 Year: 27.48%
• 3 Years: 45.14%
• 5 Years: 98.81%
• 10 Years: 256.38%
Are my calculations correct? Return on SCHD doesn't look right to me. The data supports Mr. Buffett’s view on SPY being better overall.
This question is prompted by concerns that my portfolios are in mostly high growth businesses and thus vulnerable. I wonder if one should lean towards dividend growth this year and trim the now-expensive high growth companies. Ignoring tax impact, would you today stay with SCHD, or switch to VIG, SPY , or do you have another US dividend-growth ETF to balance a high beta folio?
:ao:sab
SCHD (Schwab U.S. Dividend Equity ETF)
• 1 Year: 15.73%
• 3 Years: 15.80%
• 5 Years: 76.76%
• 10 Years: 204.74%
SPY: SPDR S&P 500 ETF Trust:
• 1 Year: 27.37%
• 3 Years: 44.86%
• 5 Years: 98.26%
• 10 Years: 254.08%
VIG (Vanguard Dividend Appreciation ETF)
• 1 Year: 27.48%
• 3 Years: 45.14%
• 5 Years: 98.81%
• 10 Years: 256.38%
Are my calculations correct? Return on SCHD doesn't look right to me. The data supports Mr. Buffett’s view on SPY being better overall.
This question is prompted by concerns that my portfolios are in mostly high growth businesses and thus vulnerable. I wonder if one should lean towards dividend growth this year and trim the now-expensive high growth companies. Ignoring tax impact, would you today stay with SCHD, or switch to VIG, SPY , or do you have another US dividend-growth ETF to balance a high beta folio?
:ao:sab
Q: Which do you prefer for 2025 VIG vs SCHD?