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Dividend Growth or Defensive Balance? How VIG and NOBL Diverge
The Motley Fool· 2026-01-06 02:36
Core Insights - The article compares two ETFs, Vanguard Dividend Appreciation ETF (VIG) and ProShares - S&P 500 Dividend Aristocrats ETF (NOBL), highlighting their differing strategies in targeting reliable income through dividends [1][2]. Cost and Size Comparison - VIG has a significantly lower expense ratio of 0.05% compared to NOBL's 0.35% [3][4]. - VIG has assets under management (AUM) of $120.4 billion, while NOBL has $11.3 billion [3][4]. Performance Metrics - As of December 12, 2025, VIG's one-year return is 12.73%, outperforming NOBL's 3.05% [3]. - VIG has a max drawdown of -20.39% over five years, while NOBL's is -17.92% [5]. Portfolio Composition - VIG tracks 338 U.S. large-cap stocks with a focus on technology (28%), financial services (22%), and healthcare (15%), with major holdings including Broadcom, Microsoft, and Apple [6]. - NOBL consists of 70 stocks, with a sector allocation skewed towards industrials (23%) and consumer defensive (22%), featuring top positions like Albemarle and Expeditors International [7]. Investment Strategy - VIG emphasizes dividend growth and broad diversification, making it suitable for long-term investors focused on cost efficiency [8][11]. - NOBL aims for stability and risk control through equal weighting and sector caps, appealing to investors who prioritize consistent dividends and downside awareness [10][11].
Vanguard vs. Fidelity: Is VIG or FDVV the Better Dividend ETF to Buy?
Yahoo Finance· 2026-01-03 16:47
Core Insights - Fidelity High Dividend ETF (FDVV) offers a higher yield and better recent performance compared to Vanguard Dividend Appreciation ETF (VIG), which is characterized by lower costs, a broader portfolio, and significantly greater assets under management [2][3] Cost & Size Comparison - FDVV has an expense ratio of 0.15% while VIG is more affordable at 0.05% - The one-year return for FDVV is 17.7%, compared to VIG's 15.1% - FDVV has a dividend yield of 3.02%, significantly higher than VIG's 1.59% - Assets under management (AUM) for FDVV is $7.7 billion, while VIG has $120.4 billion [4][5] Performance & Risk Comparison - The maximum drawdown over five years for FDVV is (20.2%) and for VIG is (20.4%) - Growth of $1,000 over five years is $2,098 for FDVV and $1,713 for VIG [6] Portfolio Composition - VIG tracks 338 large-cap U.S. companies with a focus on technology (30%), financial services (21%), and healthcare (15%), with major holdings including Broadcom, Microsoft, and Apple [7] - FDVV holds 119 stocks with a tilt towards technology (26%), financial services (19%), and consumer defensive (12%), featuring top positions in Nvidia, Microsoft, and Apple [8][9] Investment Implications - Since 2016, FDVV and VIG have delivered nearly identical total returns, with FDVV gaining 13.2% annually and VIG rising 13.1% - Over the last year, three years, and five years, FDVV has outperformed VIG, largely due to its significant position in Nvidia, which has seen substantial growth [10]
VIG vs NOBL: Two Dividend Growth ETFs, Very Different Rulebooks
The Motley Fool· 2025-12-30 19:22
Both funds focus on dividend consistency, but their index construction leads to distinct outcomes as market leadership shifts.Vanguard Dividend Appreciation ETF (VIG) stands out for its ultra-low costs, broader sector mix, and higher recent returns, while ProShares - S&P 500 Dividend Aristocrats ETF (NOBL) focuses on equal-weighted blue-chip dividend growers with a defensive tilt.Both funds target companies with robust dividend track records, but VIG and NOBL take different routes: VIG casts a wider net wit ...
VIG vs. VYM: Which Vanguard Dividend ETF Is the Better Buy?
Yahoo Finance· 2025-12-21 19:57
Core Viewpoint - The Vanguard Dividend Appreciation ETF (VIG) and the Vanguard High Dividend Yield ETF (VYM) are two prominent dividend ETFs, each with distinct strategies and characteristics, making them suitable for different investment goals [1][2]. Group 1: ETF Characteristics - VIG tracks the S&P U.S. Dividend Growers Index, focusing on companies that have increased their dividend payments for the past 10 years while excluding the top 25% highest-yielding companies [4]. - VYM tracks the FTSE High Dividend Yield Index, including companies with forecasted dividend payments higher than average, but excludes real estate investment trusts (REITs) [6]. Group 2: Investment Strategies - VIG's strategy aims to avoid yield traps by considering forward-looking yields and eliminating high-yielders, although it gives greater weight to larger companies rather than those with better dividend histories [5]. - VYM's broad starting universe dilutes its exposure to pure high-yield stocks, and its market-cap-weighting further reduces emphasis on yield [6]. Group 3: Cost Efficiency - Both ETFs have low expense ratios, with VIG at 0.05% and VYM at 0.06%, making them among the cheapest options in the dividend ETF space [7]. Group 4: Market Positioning - With a weaker economic and labor market outlook heading into the new year, one of these ETFs may offer a better portfolio positioning advantage [8].
How investors can position for President Trump's Fed Chair pick
Youtube· 2025-12-16 20:27
If you take a look and you turn back to the topic of who's going to lead the Fed and what it could mean for your portfolio, that's what our next guest is here to tell you about. His trading advice depending on who the president picks as the next Federal Reserve chair. Joining us now is Yan Silagi, the CEO and co-founder of Reflexivity, a markets AIdriven platform.And Yan, if we talk about the two Kevin, Kevin Walsh, Kevin Hasset, are there different playbooks that you have for either one of them. Maybe let' ...
10 Dividend ETFs to Buy With $1,000 and Hold Forever -- for Lots of Passive Income
The Motley Fool· 2025-12-15 17:55
Core Insights - Dividend ETFs are effective for generating consistent, passive income by investing in a diversified basket of dividend-paying stocks [1][2] - There are approximately 180 dividend equity ETFs available, making them accessible for investors with a modest initial investment [2] Total Dividend ETFs - WisdomTree U.S. Total Dividend ETF (DTD) invests in dividend-paying companies across the U.S. equity market, weighted by anticipated dollar dividends over the next 12 months, providing broad diversification [4] - Current price of DTD is $85.27, with a 52-week range of $67.09 to $85.86 [6] Dividend Growth ETFs - Vanguard Dividend Appreciation ETF (VIG) targets companies that have raised dividends for at least 10 consecutive years, resulting in a portfolio with a higher concentration of tech stocks [6][11] - iShares Core Dividend Growth ETF (DGRO) requires a five-year track record of dividend growth and a low payout ratio to enhance quality [7] Dividend Quality ETFs - Schwab U.S. Dividend Equity ETF (SCHD) evaluates cash flows, return on equity, dividend growth history, and yield to identify high-quality dividend stocks [8][10] - FlexShares Quality Dividend Index ETF (QDF) screens for profitability and cash flows, optimizing for quality score and dividend yield [9][12] High Dividend Yield ETFs - State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) targets the 80 highest-yielding components of the S&P 500, balancing risk through equal weighting [13] - Vanguard High Dividend Yield ETF (VYM) includes the top half of dividend yields from a broad U.S. stock universe, with a current price of $145.58 and a 52-week range of $112.05 to $147.88 [15][17] Conclusion - These dividend ETFs serve as strong foundational elements for building a long-lasting income stream [16]
3 Consistent Dividend Appreciation ETFs Investors Are Largely Ignoring, But They Shouldn’t
Yahoo Finance· 2025-12-14 19:25
Core Insights - Dividend appreciation is a significant factor that distinguishes equities from many fixed income products, providing potential for passive income and inflation protection [1][2] - Investing in dividend-paying stocks with a history of increasing distributions offers superior capital appreciation compared to fixed income options [2] Group 1: Investment Opportunities - The Vanguard Dividend Appreciation ETF (VIG) is highlighted as a top choice for investors seeking dividend appreciation, focusing on quality large-cap stocks [4][5] - VIG consists of approximately 300 stocks that have raised their dividends for over a decade, indicating strong competitive advantages and cash flow growth [6] - The fund has a low expense ratio of 0.05%, making it an attractive option for long-term investors [7] Group 2: Comparison with Other ETFs - The Vanguard Dividend Growth ETF (DGRO) requires only five years of dividend growth and offers a yield of 2%, compared to VIG's 1.6% [8] - The Vanguard International Dividend Appreciation ETF (VIGI) provides exposure to international dividend growers at lower valuations than U.S. stocks, with a yield of 1.9% [8]
If You Want Retirement Income VYM Won’t Cut it, But These 3 ETFs Could
Yahoo Finance· 2025-12-11 16:18
Sutthiphong Chandaeng / Shutterstock.com The Vanguard High Dividend ETF (NYSE:VYM) is widely considered to be one of the most popular income ETFs available today and for a number of very good reasons. Between its current $3.52 annual dividend payout and low payout ratio, there is every reason to believe that this ETF has the potential to be a cornerstone holding for millions of individual investor portfolios. Quick Read The Vanguard High Dividend ETF pays $3.52 annually with a 2.42% yield but recently ...
7 Dividend ETFs That Could Beat SCHD Over the Next Decade
Yahoo Finance· 2025-12-09 16:01
24/7 Wall St. Key Points Many of these funds have outperformed SCHD over time. Some of these funds offer much wider diversification than SCHD. These funds involve strategies that could help them outperform SCHD in the long term. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 minutes to learn more here To generate passive income while also potentially earning capital appreci ...
Want to Become a Multimillionaire? Put $100,000 Into These ETFs -- Including the Vanguard Total Stock Market (VTI) -- and Hold Forever
Yahoo Finance· 2025-12-01 16:15
Core Insights - Many individuals should aim for more than a million dollars for retirement, especially younger investors with a starting capital of $100,000 [1] - Investing in exchange-traded funds (ETFs) is recommended for those who are not expert stock analysts [1] Investment Growth Potential - Starting with $100,000 and assuming an 8% average annual growth rate, the potential growth over time with additional annual investments is outlined as follows: - After 5 years: $184,948 with $6,000 annually; $222,964 with $12,000 annually - After 10 years: $309,765 with $6,000 annually; $403,638 with $12,000 annually - After 20 years: $762,633 with $6,000 annually; $1,059,171 with $12,000 annually - After 30 years: $1,740,341 with $6,000 annually; $2,474,416 with $12,000 annually - After 40 years: $3,851,138 with $6,000 annually; $5,529,825 with $12,000 annually [3][4] Recommended ETFs - Suggested ETFs include: - Vanguard S&P 500 ETF (VOO): 1.12% dividend yield, 14.91% 5-year average annual return, 14.40% 10-year average annual return - Vanguard Total Stock Market ETF (VTI): 1.12% dividend yield, 13.74% 5-year average annual return, 13.83% 10-year average annual return - Vanguard Total World Stock ETF (VT): 1.66% dividend yield, 11.47% 5-year average annual return, 10.09% 10-year average annual return - Vanguard Dividend Appreciation ETF (VIG): 1.64% dividend yield, 11.74% 5-year average annual return, 12.91% 10-year average annual return - Schwab U.S. Dividend Equity ETF (SCHD): 3.87% dividend yield, 8.90% 5-year average annual return, 11.26% 10-year average annual return - Fidelity High Dividend ETF (FDVV): 3.08% dividend yield, 16.33% 5-year average annual return - Vanguard High Dividend Yield ETF (VYM): 2.50% dividend yield, 12.94% 5-year average annual return, 11.08% 10-year average annual return - Vanguard Growth ETF (VUG): 0.41% dividend yield, 15.60% 5-year average annual return, 17.00% 10-year average annual return - Vanguard Information Technology ETF (VGT): 0.39% dividend yield, 18.29% 5-year average annual return, 22.00% 10-year average annual return - iShares Semiconductor ETF (SOXX): 0.54% dividend yield, 20.22% 5-year average annual return, 26.46% 10-year average annual return [5][7]