SCHD News and Press, Schwab US Dividend Equity From 10/27/22

Summary Based on our proprietary research in value investing, we find that deeper-valued stocks tend to outperform when the valuation spread, meaning the difference between cheap and expensive stocks, peaks from a very wide level. Valuation spreads narrowing and then starting to w...

Summary The VIG ETF gives investors exposure to companies that have a history of growing dividends. It has a 5-Yr average annual return of 9.4% with a 2.0% distribution yield. YTD, VIG has suffered a 20.1% drawdown. VIG compares well to peer funds (2nd highest 5Yr CAGR returns...

Summary Short-sightedness has become an epidemic in investing. Meme stocks have convinced retail investors that getting rich overnight is a viable plan. With all the ways to invest these days, it seems like value investors are few and far between. Those who know how to properl...

Summary While still a source of outperformance this year, the global rotation into Value struggled for traction in Q3, thwarted by a summer rally in long-time laggard Quality. The recent back-and-forth between Value and Quality reflects their compositional differences and the diff...

Summary The KNG ETF holds a portfolio of dividend aristocrats and sells covered calls. Consumer staples and industrials are the top sectors, weighing over 40% together. Quality metrics are similar to those of the S&P 500 index. It has underperformed the benchmark since...

Summary DJD holds the dividend-paying companies in the Dow Jones Industrial Average and weights them by yield. Fees are 0.07% and DJD pays 3.40%. Investors should buy aim to buy DJD at a significant discount, given the risks many constituents face. Today, it's four points on forwa...

Summary SPDV is a high-dividend ETF yielding 4%, and is one of the few ETFs to take an equal-weight-by-sector approach. Fees are 0.29% and the ETF has $65 in AUM. The approach is logical, but winds up selecting stocks with low growth and of the "deep value" variety. Consequently, ...

Summary The Fidelity "High Dividend" ETF has a TTM distribution yield of 3.96%. I wouldn't exactly call that "high yield" considering the current two-year Treasury is yielding ~4.5%. However, that is not necessarily a reason not to like the FDVV fund, which has out-performed the S...

Summary RDVY holds 50 U.S. Rising Dividend Achievers with strong earnings and dividend growth rates, high cash-to-total debt ratios, and low dividend payout ratios. Fees are high at 0.50% for this truly unique fundamentals-based ETF. It resembles a deep value portfolio of stocks w...

Summary SCHD is one of the most popular dividend ETFs with over $37 billion in AUM. The fund tracks the Dow Jones US Dividend 100 Index. I propose leveraging the stock selection criteria from the underlying index of SCHD to build a portfolio with a subset of Dividend Aristocra...