SCHD Vs. SPY: Rotation To Value Is Gaining Momentum

Core Insights - The article discusses the Schwab U.S. Dividend Equity ETF (SCHD) and its 2025 reconstitution, highlighting its impact on the ETF's performance and outlook for 2026 [1]. Group 1: ETF Analysis - The focus is on the 2025 reconstitution of SCHD, which is expected to influence its investment strategy and performance [1]. - The article emphasizes the importance of understanding the ETF's asset allocation and its implications for investors [1]. Group 2: Analyst Background - Sensor Unlimited, an economist with a PhD in financial economics, has a decade of experience covering the mortgage market, commercial market, and banking industry [1]. - The analyst specializes in asset allocation and ETFs, particularly those related to the overall market, bonds, banking, and housing markets [1]. Group 3: Investment Strategies - The investing group Envision Early Retirement, led by Sensor Unlimited, offers solutions for generating high income and growth with isolated risks through dynamic asset allocation [1]. - The group provides two model portfolios: one for short-term survival and another for aggressive long-term growth, along with direct access for discussions and monthly updates [1].