Synonyms that are in the dictionary are marked in green. Synonyms that are not in the dictionary are marked in red.
Antonyms that are in the dictionary are marked in green. Antonyms that are not in the dictionary are marked in red.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of SCHD either through stock ownership, options, or other derivatives.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of JEPI, SCHD either through stock ownership, options, or other derivatives.
Source: https://seekingalpha.com/article/4595677-jepi-worth-the-yield?source=feed_all_articles
But that doesn't mean SCHD will produce good returns.
Finally, although SCHD looks like the superior fund of the two when looking at historical data, it is important to keep in mind that the next decade will quite possibly look different from the one that preceded it.
Source: https://seekingalpha.com/article/4609179-retire-with-dividends-schd-vs-sphd?source=feed_all_articles
Given how SCHD weights based on free-float market capitalization, it's crucial to select an alternatively-weighted ETF to capture some of these lesser-known names.
Here’s one slight negative or weak spot I have with SCHD —- it applies some screens as stated above to select best companies based that but then that’s all thrown out the door as it weights companies by marketcap and so Verizon is now top of the heap.
If you bought SCHD at inception in late 2011, today, you're earning a 14% yield on cost.
I prefer the simplicity and easy look-through of a 30-stock portfolio to a 100-stock portfolio like SCHD.
I/we have a beneficial long position in the shares of SCHD, EDV, DBMF either through stock ownership, options, or other derivatives.
Last, but not least, when comparing their portfolios, the most notable contrast between JEPI and SCHD is in their sector exposures.
Now, the volatility of SCHD doesn't show up in the summary stats.
Over the past twelve months, JEPI has delivered an 8.74% dividend yield to its shareholders while SCHD has delivered a mere 3.67% dividend yield to its shareholders.
SCHD does not look to be a barnburner, but it may actually outperform growth when PE compression sets in (because SCHD has little to compress).
SCHD does not look to be a barnburner, but it may actually outperform growth when PE compression sets in (because SCHD has little to compress).
SCHD had been enjoying a spectacular run as a strong-performing ETF in terms of returns.
SCHD is 17% undervalued and offering almost 18% annual return potential over the next five years, 120% return potential, 3X more than the S&P 500 return potential.
SCHD is still too loved for investors to aggressively buy the ETF here, though the weak returns and the climbing dividend yield should improve the returns compared to the benchmark in 2024.
Source: https://seekingalpha.com/article/4660008-schd-too-loved-in-2023?source=feed_all_articles
Therefore, I recommend SCHD as the better buy for investors seeking dividend growth and exposure to value stocks.
Source: https://seekingalpha.com/article/4582460-schd-vs-vti-etf-better-buy?source=feed_all_articles
The theoretical discussion in this article is a perfect follow-up that re-enforces my outlook and expectations for SCHD.
Thus far, both portfolios trail NOBL but are ahead of SCHD.