vadimgouida from Getty Images Pro and ansonsaw from Getty Images Signature Many retirees follow a 4% withdrawal rule. Essentially, they withdraw 4% of their portfolio each year to cover expenses and hope that the portfolio appreciates by more than 4% in the same year. There's an alternative for investors who don't want to withdraw from their portfolios. Income-generating ETFs come with high yields, some of them above 4.00%. Some investors can live off their dividends instead of selling shares in their po ...

Core Viewpoint - The Schwab U.S. Dividend Equity ETF (SCHD) is positioned as a potential outperformance candidate for investors in 2026, focusing on high yield and growing distributions due to favorable interest rate conditions [1] Group 1 - Interest rates are expected to create tailwinds that could enhance the performance of SCHD [1] - The ETF is appealing for investors seeking both high yield and growth in distributions [1]

Core Insights - The article compares two popular ETFs, ProShares S&P 500 Dividend Aristocrats ETF (NOBL) and Schwab U.S. Dividend Equity ETF (SCHD), focusing on their methodologies, cost structures, and sector allocations to help investors choose the right fit for dividend-focused investments [2][3]. Cost and Size Comparison - NOBL has an expense ratio of 0.35% and assets under management (AUM) of $11.3 billion, while SCHD has a significantly lower expense ratio of 0.06% and AUM of $72.5 billion [4][5]. - The one-year total return for NOBL is 6.8%, compared to 4.3% for SCHD, and the dividend yield for NOBL is 2.2%, while SCHD offers a higher yield of 3.8% [4][10]. Performance and Risk Metrics - Over a five-year period, NOBL experienced a maximum drawdown of 17.91%, while SCHD had a slightly lower drawdown of 16.82%. The growth of a $1,000 investment over five years is $1,308 for NOBL and $1,298 for SCHD [6]. Portfolio Composition - SCHD tracks 102 large U.S. dividend stocks, with significant allocations in energy (19.3%), consumer staples (18.5%), and healthcare (16.1%). Key holdings include Bristol Myers Squibb, Merck & Co, and ConocoPhillips [7]. - NOBL focuses on 70 S&P 500 companies with at least 25 consecutive years of dividend growth, with major sector allocations in industrials (22.4%), consumer defensive (22%), and financial services (12.4%). Top positions include Albemarle, Cardinal Health, and C.H. Robinson Worldwide [8]. Investment Implications - SCHD is highlighted for its higher yield and lower costs, making it attractive for income-oriented investors, while NOBL is noted for its focus on dividend growth and stability, appealing to those seeking reliable income from established companies [10][11].

Dividend investing is one of the best strategies for generating passive income. However, there are thousands of dividend-paying companies in the market, and only a few dozen offer the stability and consistency that long-term investors want. Now, I’ve written extensively about dividend stocks and have ranked them across many different metrics and criteria, so I know finding the right candidate for your long-term income portfolio can be a pain. More News from Barchart Thankfully, there are other options, ...

I last reviewed the WisdomTree U.S. Quality Dividend Growth ETF ( DGRW ) on March 19, 2024, when I argued that it was a solid complement to the low-growth, high-dividend Schwab U.S. Dividend Equity ETF ( SCHDThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all the educational requirements for the Chartered Investment Manager designation.Havi ...

分组1 - The WisdomTree U.S. Quality Dividend Growth ETF (DGRW) is highlighted as a strong complement to the Schwab U.S. Dividend Equity ETF (SCHD) for investors seeking low-growth, high-dividend options [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment, resulting in a composite score from 1-10 [1] - The Sunday Investor actively engages with readers in the comments section of articles and encourages interaction through his website, etf-rankings.com [1]

Core Insights - The Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard High Dividend Yield ETF (VYM) both focus on dividend-paying U.S. stocks but differ in sector allocation, portfolio concentration, and yield [1][2] Group 1: Fund Characteristics - SCHD has a higher dividend yield of 3.8% compared to VYM's 2.4% [3][4] - Both funds have an expense ratio of 0.06% [3][4] - SCHD has assets under management (AUM) of $72.8 billion, while VYM has $68.6 billion [3] Group 2: Performance Metrics - Over the past year, VYM has returned 9.6%, while SCHD has seen a decline of 1.4% [3] - The maximum drawdown over five years for VYM is 15.85%, compared to SCHD's 16.86% [5] - An investment of $1,000 in VYM would have grown to $1,573 over five years, while the same investment in SCHD would have grown to $1,285 [5] Group 3: Portfolio Composition - SCHD tracks the Dow Jones U.S. Dividend 100 Index and holds approximately 100 stocks, with significant allocations in energy (20%), consumer staples (18%), and healthcare (16%) [6] - VYM holds over 565 companies, with a tilt towards financial services (21%), technology (14%), and healthcare (13%) [7] - SCHD's top holdings include Merck, Cisco Systems, and Amgen, while VYM's largest positions are Broadcom, JPMorgan Chase, and Exxon Mobil [6][7] Group 4: Investment Strategy - VYM aims for broad exposure to high-yield dividend stocks, weighting companies based on market capitalization [8][9] - SCHD focuses on high-quality dividend stocks, screening companies based on dividend yield and growth characteristics [10] - VYM is suitable for investors seeking broad exposure, while SCHD appeals to those prioritizing high-quality dividend stocks [11]

Core Insights - The article compares two popular dividend ETFs, Fidelity High Dividend ETF (FDVV) and Schwab U.S. Dividend Equity ETF (SCHD), highlighting their differences in cost, yield, performance, and sector focus, which are crucial for income-focused investors [1][2]. Cost and Size - FDVV has an expense ratio of 0.15%, while SCHD has a lower expense ratio of 0.06%, making SCHD more affordable [3][4]. - As of December 16, 2025, FDVV delivered a 1-year return of 10.3%, whereas SCHD experienced a decline of 1.4% [3]. - The dividend yield for FDVV is 3.0%, compared to SCHD's higher yield of 3.7% [3][4]. - SCHD has over $73 billion in assets under management, making it the second-largest ETF focused on dividend-paying stocks, significantly larger than FDVV [8]. Performance and Risk Comparison - Over a 5-year period, FDVV had a maximum drawdown of 20.2%, while SCHD's was lower at 16.8% [5]. - An investment of $1,000 in FDVV would grow to $1,757 over 5 years, compared to $1,285 for SCHD [5]. Portfolio Composition - SCHD holds around 100 stocks, with significant allocations in energy (19%), consumer staples (19%), and healthcare (16%), focusing on companies with strong dividend histories [6]. - FDVV invests in approximately 120 stocks, with a notable tilt towards technology (26%) and financial services (22%), indicating a growth-oriented strategy [7]. Investment Strategy - SCHD tracks the Dow Jones U.S. Dividend 100 Index, emphasizing quality and consistency in dividend payers [2][9]. - FDVV targets higher-yielding stocks with a focus on growth potential, particularly in the technology sector [10].

分组1 - The Federal Reserve cut interest rates on December 10, indicating a potential slowdown in further cuts, with three board members voting against the cut, reflecting a split in economic outlook [1] - Chairman Jerome Powell noted that tariffs are contributing to higher inflation, which is making the Fed cautious about future rate cuts, despite President Trump's push for lower rates [1] - The most likely scenario includes one more interest rate cut in 2026 and another in 2027 [1] 分组2 - Investors are anticipating a prolonged low-rate environment, leading to increased interest in income investments, particularly high-yield exchange-traded funds (ETFs) [2] - High-yield ETFs are seen as low-cost, diversified options for investors seeking dividend income [6] 分组3 - Schwab U.S. Dividend Equity ETF (SCHD) aims to track the Dow Jones U.S. Dividend 100 Index, focusing on high-dividend U.S. stocks with strong fundamentals [3] - State Street SPDR S&P Dividend ETF (SDY) corresponds to the S&P High Yield Dividend Aristocrats Index, targeting companies with at least 20 consecutive years of dividend increases [4] - PIMCO 0-5 Year High Yield Corporate Bond Index ETF (HYS) seeks to provide returns in line with the BofA Merrill Lynch 0-5 Year US High Yield Constrained Index, focusing on short maturity corporate bonds [5] 分组4 - Year-to-date return for SCHD is 1.59%, with a net asset value (NAV) of $27.68, an expense ratio of 0.06%, and assets under management of $72 billion [7] - Year-to-date return for SDY is 7.06%, with a NAV of $141.39, an expense ratio of 0.35%, and assets under management of $20.2 billion [8] - Year-to-date return for HYS is 0.6%, with a NAV of $94.87, an expense ratio of 0.56%, and assets under management of $1.5 billion [9]

tete_escape / Shutterstock.com Key Points The Schwab US Dividend Equity ETF (SCHD) holds 103 blue-chip stocks and offers a 3.81% distribution yield with a 0.06% expense ratio. The VistaShares Target 15 Berkshire Select Income ETF (OMAH) mirrors Berkshire Hathaway’s top 20 holdings and delivers a 15% distribution yield through covered call options. OMAH pays monthly distributions versus SCHD’s quarterly schedule but charges a 0.95% expense ratio. If you’re thinking about retiring or know someone wh ...