Bristol-Myers

BlackRock

Cisco Systems

Chevron

Home Depot

Verizon

Texas Instruments

Altria

Lockheed Martin

Schwab US Dividend Equity ETF

SCHD tracks a market-cap-weighted index of 100 dividend-paying US equities.

Kinder Morgan

SPDR Portfolio S&P 500 High Dividend ETF

High-yield stocks offer attractive dividend yields and potential for passive income growth and total return. However, investors need to look beyond juicy yields and popular names when picking high-yield stocks. We share two very overrated and two very underrated high-yield dividend stocks.

2 Very Overrated And 2 Very Underrated High Yield Dividend Stocks

iShares Core Dividend Growth ETF

Vanguard Dividend Appreciation ETF

Vanguard High Dividend Yield ETF

The Schwab US Dividend Equity ETF (SCHD) is underperforming the broader market and most of its peers. Its total return has been 4.49% this year while the SPDR S&P 500 and Invesco QQQ (QQQ) ETFs have jumped by almost 10%.

Best SCHD ETF alternatives: VIG, DGRO, and VYM

Fidelity High Dividend ETF

The FDVV ETF tracks the Fidelity High Dividend Index and has recently outperformed similar ETFs like SCHD and VYM. FDVV's investment strategy is questionable for its lax methodology and lack of focus on true dividend yield. The FDVV ETF has higher fees compared to similar ETFs and carries additional risk due to its practice of lending securities.

Beyond The Rally: Why SCHD Remains My Top Pick Over FDVV

SPDR S&P 500 ETF Trust

Large-cap tech stocks make up a larger proportion of the S&P 500 after their strong returns last year. Tech stocks are different from other large-cap stocks in several important ways.

Index Funds Have Changed. Do You Need to Adjust Your Retirement Portfolio in Response?

The Schwab U.S. Dividend Equity ETF is a popular fund for value-oriented investors. If history is of any guidance, we may be primed for a cyclical inflection point toward value stocks now. The valuation gap between value and the overall market is currently at its widest in at least 10 years.

SCHD: My Bet On Value's Inflection Point

SCHD is a top dividend-growth-focused ETF that provides exposure to high-quality companies across industries.

SCHD: Portfolio Rebalances Are Part Of The Process

Understand what investing is actually about - taking measured risks for a positive real return on the fruits of your economic energy. Dividend stocks and REITs are generally not worth investment consideration, as they are laggards and struggle to seriously outperform M3 expansion. If you want yield, use the volatility risk premium. Companies paying dividends generally aren't growing much faster than the money supply, and you pay taxes (twice) on the dividends too.

Rethinking Income Investing: Why I Sold SCHD And Won't Touch REITs

SPDR Portfolio High Yield Bond ETF

Vanguard Real Estate ETF

The S&P 500 is near an all-time high, but dividend stocks as a group have lagged the market. There are some excellent high-dividend ETFs that look attractive right now.

3 High-Dividend ETFs That Could Be Smart Investments Right Now

The Schwab US Dividend Equity (SCHD) ETF stock surged to a record high in the first quarter as American equities jumped. It soared to an all-time high of $80.81, which was over 23% above its lowest level in 2023.

SCHD ETF had big changes in Q1 but 2 issues persist

Vanguard Total Bond Market ETF

Vanguard Utilities ETF

With speculation building around future potential interest rate cuts, prioritizing fixed income ETFs may be a smart move. Diversification into high-risk assets is one thing.

The Fixed Income Fix: 3 Top Funds to Buy Now for Reliable Passive Income

Automatic Data Processing

ASML Hld

Broadcom

Cohen & Steers

EOG Resources

Fastenal

Infosys

Lowe's

Lam Research

Landstar System

Mastercard

Masco

Microchip Technology

Monolithic Power Systems

Old Dominion Freight Line

Paychex

Robert Half Int.

Rollins

Sociedad Quimica Y Minera De Chile

Skyworks Solutions

The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF with a few minor twists.

4 Factor Dividend Growth Portfolio - A Strong Finish To Quarter 1

Dividend investing is a powerful method for compounding wealth over the long-term that comes with several advantages. I share my four favorite dividend ETFs right now. I discuss what I like most about each and also how I would weight these four funds if combined in a portfolio.

If I Could Only Own 4 Dividend Funds, It Would Be These

iShares S&P 500 Value ETF

iShares Russell 1000 Value ETF

iShares U.S. Consumer Goods ETF

American Century U.S. Quality Growth ETF

iShares MSCI USA Quality Factor ETF

Invesco S&P 500 Quality ETF

Vanguard Consumer Staples ETF

Vanguard Value ETF

Consumer Staples Select Sector SPDR Fund

Contrary to the broad market view, Vanguard forecasts that the Federal Reserve may maintain steady rates this year, ruling out any anticipated interest rate cuts. Also, concerns about the economy facing a risk of an impending pullback create some uncertainty.

Predictions of a Steady Fed & Pullback? ETFs Capturing Attention

The Dow Jones Industrial Average Dividend ETF is a favorite of mine due to its focus on high-yielding stocks in the Dow Jones Industrial Average. DJD is not as popular as other dividend ETFs, but it offers simplicity and a tilt towards high-yield stocks. DJD has performed well compared to other dividend ETFs and may continue to gain on them in the future.

DJD: How About Them Dogs (Of The Dow) Giving SCHD A Run For Its Money

Brookfield Asset Management

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Corp

Blackstone Group

Blackstone Secured Lending Fund

Enbridge

Enterprise Products Partners

Energy Transfer LP Unit

JPMorgan Equity Premium Income ETF

Mid-America Apartment Communities

Main Street Capital

Realty Income Corp

iShares Preferred and Income Securities ETF 

Virtus InfraCap U.S. Preferred Stock ETF

Simon Property Group

Charlie Munger emphasized the importance of reaching a $100,000 investment portfolio to generate substantial returns through compounding. A 7% dividend yield from a $100,000 portfolio can provide a $7,000 passive income stream, covering 1-2 months of living expenses and delivering five-figure annualized total returns. We provide a sample $100,000 passive income snowball portfolio, divided into sections including ETFs, individual high-quality infrastructure, BDCs, REITs, and MLPs.

Build A $100,000 Dividend Snowball With A 7%-Yielding Portfolio

The Schwab U.S. Dividend Equity ETF™ has undergone a major reconstitution of stocks, removing Broadcom and Merck, amongst others. The index focuses on dividend growth rather than qualitative measures of value, leading to the common theme of picking overvalued stocks. The SCHD ETF has underperformed the market, with only a 4.0% YTD return compared to the S&P 500's 9.9% return.

SCHD: Reconstitution With Same Issues

Air Products and Chemicals

Bank First Corp

Camden Property

CareTrust REIT

Danaher

Dick's Sporting Goods

Amdocs

Equity LifeStyle Properties

Essex Property Trust

First Industrial Realty Trust

FirstService

Nutrien

Rexford Industrial Realty

Steel Dynamics

Stantec

Sun Communities

W. P. Carey

Willis Towers Watson PLC

DENTSPLY SIRONA

20 new dividend increases with an average increase of 8.5% and a median of 8% are shared.

20 Upcoming Dividend Increases To Finish Q1

WisdomTree US Quality Dividend Growth Fund

WisdomTree recently announced a special rebalancing for its domestic dividend indexes to reflect the addition of Meta Platforms. The changes became effective Monday, March 18. This addition may prove beneficial to DGRW, one of WisdomTree's most popular quality-themed ETFs. DGRW is one of the few dividend-focused funds to offer near double-digit earnings per share growth. However, this growth doesn't come cheap. DGRW has one of the highest forward P/E ratios in the large-cap value category, and its 1.68% expected dividend yield is not too attractive.

DGRW: High-Quality Complement To SCHD

The Schwab U.S. Dividend Equity ETF offers a compelling value proposition for passive income investors, providing a growing stream of income and stable dividend income. The ETF has a long history of net asset value growth and includes some of the largest U.S. corporations in its portfolio. Despite short-term underperformance, the ETF is still a worthy investment and could be a stabilizing force in a portfolio.

Why I Made 3.4% Yielding SCHD My Largest ETF Holding

Schwab U.S. Dividend Equity ETF™ recently underwent its annual reconstitution, and we see many familiar names. The fund provides exposure to a value-oriented portfolio and has delivered an attractive yield of 3.77% with growth. We've continued to utilize options writing to help bring in option premium, as well as gain the added diversification that SCHD brings to my portfolio.

SCHD: Reconstitution But Familiar Names Remain, Still Generating Additional 'Income'

Schwab U.S. Dividend Equity ETF™ has undergone a major change in its holdings, eliminating and replacing 23 stocks contributing 1/5 of its dividend. Four of the added stocks are flagged as very risky by Seeking Alpha's Quant rating system. Only a handful of the added stocks rank well on Dividend Safety, Growth, Consistency, and yield.

SCHD's Reconstitution Adds Too Many Stocks With Mediocre Quant Ratings

Schwab U.S. Dividend Equity ETF™'s Index reconstituted and rebalanced on Monday, substituting 23 stocks. Broadcom and Merck are out, while Bristol-Myers Squibb is now SCHD's fourth-largest holding. This year's changes emphasized dividend safety over dividend growth.  SCHD's free cash flow to total debt, return on equity, and dividend payout ratios all improved. However, estimated sales and earnings per share growth rates dwindled further, indicating the high dividend growth of the past is unlikely.

SCHD: The Rebalance Is Complete

Investor frustration mounts as SCHD lags behind the soaring S&P 500, raising doubts about its long-term performance moving forward. Despite these short-term view concerns, historical data predating the fund's inception in 2011 points to a resilient methodology fit to handle today's economic challenges long term. There are several macroeconomic factors on the horizon I believe SCHD will benefit from to continue growing its share price.

SCHD: Why I'm Continuing To Invest In 2024

Invesco Nasdaq 100 ETF

Vanguard S&P 500 ETF

Vanguard Total Stock Market ETF

Vanguard Growth ETF

It's hard to beat index funds for simplicity and low fees -- and performance, too. Most large-cap stock funds have underperformed the S&P 500 index.

These 7 Index ETFs Are a Retiree's Best Friend

Amazon

British American Tobacco

Pacer US Cash Cows 100 ETF

iShares Russell Top 200 Growth ETF

KFA Mount Lucas Index Strategy ETF

Lear

MPLX

Netflix

ServiceNow

NVIDIA

Invesco S&P 500 GARP ETF

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

Building the right portfolio for your needs is essential to achieving your goals. With a great portfolio strategy, you can become confident in achieving your dreams. This article highlights the ZEUS portfolio strategy, which focuses on a time-tested, recession-optimized asset allocation that delivers the best total returns per unit of negative volatility. 33% ETFs, 33% hedges, and 33% individual stocks enhance a diversified and balanced mix of growth, yield, and value and are wrapped within the highest quality company wrappers.

Building A 4% Yielding Sleep Well At Night Retirement Portfolio With 16 Blue-Chip Stocks And ETFs

News for Schwab US Dividend Equity ETF ETF (SCHD)