My FAVORITE Dividend Stock ETF (SCHD vs. DGRO)

[@ppcian]

IMPORTANT ANNOUNCEMENTS: Thanks for watching! Please don't forget to "like" and "subscribe". Please let me know what you think about dividend ETFs in the comments. Do you prefer SCHD or DGRO? HELPFUL RESOURCES: Here's my recent video about Hawaiian Electric (HE), a stock I own that recently plummeted: kzbin.info/www/bejne/hauTp4iBfZVsaLssi=jDGyGuPZAvQ9ZtQx (This is an example of individual stock risk.) I now own the popular dividend ETF, SCHD. Learn about my experience in the following videos: Video 1 (Should I put it all in SCHD?): kzbin.info/www/bejne/mqK0pJluecxql5I Video 2 (briefly cover SCHD in this one too): kzbin.info/www/bejne/bIGqd6KtYtaHiqc PPC IAN INSTAGRAM: I'm sharing some great content over on Instagram. Check out my Instagram stories and reels. I'm @ianlopuch: instagram.com/ianlopuch/ CHECK OUT MY PATREON (Portfolio Updates Are On Corner Patreon Tier): I'm sharing exclusive bonus content over on Patreon! I offer two tiers: Backyard Patreon and Corner Patreon. My Backyard Patrons see my stock trades, each accompanied by a blog post write-up. They also have access to 50 historical Patreon-exclusive videos. In addition to all Backyard Patron perks, my Corner Patrons also have access to my complete dividend stock portfolio (% allocation to each position) AND my complete bond portfolio (% allocation to each position). They additionally enjoy exclusive portfolio update videos, Corner Patreon virtual meet-ups, an exclusive Discord server, and more. Head on over to Patreon to join today: www.patreon.com/ppcian PPC IAN EMAIL LIST: Join my email list today for helpful updates, and a look at some of my historical dividend stock portfolios: www.ppcian.com/my-complete-dividend-stock-portfolio/ PPC IAN TWITTER: I'm always sharing fun updates on Twitter. Here's my dividend investing Twitter (I'm @ianlopuch): twitter.com/ianlopuch COOL DIVIDEND INVESTING MERCH: I offer some really amazing dividend investing merch: teeshirts, hoodies, mugs, and more! The designs are super stylish and on-point for the dividend stock investing community. Each purchase supports my KZbin channel: teespring.com/stores/ppcian Thanks so much, everyone, for your support. I hope you enjoy the video today! (Disclosure and Disclaimer: I’m long HE and SCHD. Please see video description for all disclosures and disclaimers.)

[@michaelwiddis5997]

Sch D

[@arigutman]

Always insightful, Ian… SCHD is the way to go for me!

[@AnyangU]

I like and appreciate your passion for investing in both individual stocks and ETFs. I think you make a good argument with good examples. Not everyone on youtube gives such clear examples. Thank you Ian for that! Keep telling your story! Regardless of success or failure, it is always interesting and valuable to all of us, and for that, seriously, thank you, for telling your story publicly!

[@michaelswami]

I have SCHD and it’s international equivalent, SCHY. I appreciate the effort you put into informing us my friend. Your videos are a highlight of my week. Please keep up the good work.

[@Antandthegrasshopper]

Same here and a decent bit of JEPI for monthly dividend. Helps when you're already retired.

[@hansschotterradler3772]

Great video! I'm 52 and sold most of my individual stocks earlier this year. Most of my money is now in SCHD, DGRO, DIVO, JEPI/Q, BST, BIL and SGOV in various accounts. No point for retail investors to be in individual stocks IMHO. I don't miss that drama à la MMM, INTC, T... I still own some individual stock; my goal is to liquidate most of them for ETF's. I will hang on to my REITs and BDC's.

[@robbinarp1193]

I like the way you think! I’m thinking of selling some of my stocks, but I’ll hold myREITs. SCHD is my largest position. I’m looking at adding JEPI.

[@robbinarp1193]

Have you looked at JEPI?

[@hansschotterradler3772]

@@robbinarp1193 carefully read my previous post. I stated that own both JEPI and JEPQ. 😃

[@janice7958]

What REeITS do you own?

[@hansschotterradler3772]

@@janice7958 I have been buying EPRT, ARE and NNN over the past months. I also held OHI and ABR for many years

[@mariex800]

Very nice, Ian. Luv the ETFs. I own both SCHD and DGRO. SCHD is one of my cores in the portfolio. I also own VPU (utilities ETF), but I also own an individual utility company like DUK. Thank you :)

[@irenaeusofpensacola]

It's always nice to see investors expanding their outlook on finance. I remember your dividend stock vs ETF video. I made a comment (on a different KZbin account) about why I preferred ETF investing and you responded with an amicable reply. Since then, I have started investing in individual dividend stocks as well (though I am still mainly an ETF investor). And now, you are mostly an individual dividend stock investor but now you are also investing in ETFs. I think this is a testament of both of our willingness to grow by considering options that are outside of what we are used to doing. P.S. SCHD is my favorite dividend growth ETF. DGRO is great too, but SCHD is much closer to how I typically invest (I am value oriented). I don't really hedge against myself very much. I suppose I just charge into the market and if I lose then I probably earned it. Haha P.P.S. I know how you feel concerning HE. I got screwed with KHC back around 2018 when they made an "accounting error." The company looked very good fundamentally until they "corrected their mistake."

[@daviddettmann8870]

Miss your videos. Good to see you again

[@ppcian]

Thank you so much for your very kind words! Wishing you a great day! Hope you enjoy the video!!!

[@roundtheworld2010]

I have SCHD and also I like VYM and JEPI. Thanks for this video.

[@michaelbroome77]

i own both of these ETfs in my Roth. 40% of my roth portfolio to be exact. 25% SCHD 15% in DGRO. I like both!

[@moneymanfernando1594]

Thank You Ian, I use to invest in individual stocks and REIT`s. About four or five years ago I sold all that stuff and invested my money in ETF`s. Now, that is all I invest in for the reasons you mention in this video.

[@garythomas3150]

Great video. SCHD is main ETF, but my wife received an inheritance that she wanted to keep separate, so I put it in DGRO. I’m 45, and also have money in SOXX, and 22 dividend single stocks (with a little less than half of those being REITS and BDC’s).

[@felipesud7854]

I recently decided to simplify my investments and just got 90% SCHD and 10% Yield Max funds to boost the income. I'm ok with that amount of risk and will dump all the extra cash back into SCHD and de-risk my portfolio once again.

[@ManTimeT.V.]

Not a bad strategy

[@ManTimeT.V.]

I also have some yieldmax tsly and building SCHD as well.

[@Andrew-zh6jl]

Great video, as usual. PPC Ian is the King of KZbin Dividend focused creators.

[@ssz1966]

It's about time you got on board. Congrats

[@stevec.7017]

I have SCHD, DIVO, and VYMI. I also took a small position in IAT waiting for the regiinal banks to revover.

[@ShOwStOpp3rr]

I own a large position in SCHD myself,,its my second largest core holding behind VOO...i also took a large position into JEPI to generate income from my portfolio..

[@ppcian]

Thanks for sharing! (Disc: I’m long SCHD)

[@TheIvyLens]

If you have VOO (SP 500) I suggest you get JEPQ instead one JEPI. I age both and JEPQ (QQQ) has by far a greater total return than JEPI (SP 500)

[@ShOwStOpp3rr]

@@TheIvyLens this lady kind of explains why i skipped over JEPQ,,but im ok with JEPI kzbin.info/www/bejne/qGmQYWuKZtiMhdk&ab_channel=ViktoriyaMedia

[@DIVGAINS]

SCHD & DGRO are great + some yolo in YIELD MAX

[@jaymckay88]

Awesome video I just bought 15 shares of DGRO

[@bige6922]

you're good. thank you for the video. stay safe.

[@ppcian]

Thanks for your kind words and support. Wishing you all the greatest!

[@brandona.deimel5155]

I still stick to ETFs as my core. Picking single stocks can be time consuming and stressful at times. ETFs make it a bit easier for me and my busy hectic lifestyle.

[@steverogers-realtor8763]

I do invest in SCHD. I'm about half ETFs and half stocks in my accounts but I'm focusing more on current income instead of growth and SCHD is my lowest returner right now but I believe it's a good bedrock for my portfolio into the future.

[@jerad4336]

SCHD and DGRO are excellent combined in a portfolio.

[@NowIsee-NowIdont]

This one is sure fire! 🔥💯🔥

[@MoparSmith1]

Yes, none of their 'top tens' overlap.

[@richardjohnson1261]

Just finished adding DGRO to the level of SCHD. I did a side-by-side analysis and found very little overlap in their top 10 holdings. I think they will compliment each other nicely. Cheers

[@smackjack]

Really interesting that you mentioned portfolio overlap, it’s a similar reason why i chose SCHD. I’m 25 and in my ROTH every two weeks goes 1/2 paycheck between 4 individual tech stocks and 1/2 split between QQQ and SCHD. In an initial look, DGRO also had somewhat of a tech holding much like QQQ so I was thinking it could be wise to diversify away from tech with SCHD. Just sharing my thoughts. Thanks for the content!

[@Duke_of_Prunes]

I began a small position in SCHD a few weeks ago, mostly for safety's sake. I tend to invest large sums into relatively few stocks.That usually pays off well, like Microsoft and Google has. But occasionally, I buy something like Intel at $46, and get stuck with it for two long years 😭 Not so smart when you're turning 58 in a week.

[@HermannTheGreat]

Well by the time you're 68 who knows.. intel could be back at $65, if their fabs are a huge success maybe it hits $100 by then with previous dividend.

[@Duke_of_Prunes]

@@HermannTheGreat Oh, I hope! But in the meantime, I am going to diversify with a quality ETF! 💰

[@Dividendsmattertoo]

Ian I feel you I also gained weight in the summer I learned a while ago that it’s less stressful if you just make summer for bulking taking in fun calories guilty free pigouts at bbqs to gain muscle and strength…and then fall, winter cold season is for cutting, less calories, less going out, a little easier to be restrictive. Best of luck in ur fitness and investing endeavors

[@Vasudeva108.]

Love your videos we appreciate you

[@BaldheadMedic]

I'm an etf addict now I do weekly automatic buys of JEPI VTI XYLG DGRO and TQQQ. Every two weeks, I also automatically buy SCHD. When IWM, VT, QYLG and UPRO has a red day, I buy as well. I understand the overlap. However, they're spread across 3 brokerages, and one is in an IRA account.

[@ppcian]

Thanks so much for sharing! Wishing you all the greatest! (Disc: I'm long SCHD)

[@TwitchRadio]

I got 3 div paying, they are... DGRO, SCHH & RSPT.... and I will two companies other than dividend-paying ones which are DNN & GEVO ( uranium and bio fuel).... I am thinking of adding a mining ETF as well as a commodities or Consumer Staples ETF but haven't made my decision just yet... Looking at XLP for consumer Staples but have not decided yet and no clue on a mining ETF as of yet.. thanks for the video and I did choose the DGRO ETF because of how the verse it is and would assume it would be more stable during the times were having... plus I'm a DCA guy.... and I'm assuming overtime I'll do pretty well with this one... ✌️

[@Asstronauts93]

I am in my 30s and this is literally my taxable brokerage strategy. I have 50% of each

[@LadyGaonouu]

Me too!

[@ManTimeT.V.]

You should compare DGRO with DIVO. I really like divo and ive also got some SCHD, of which, I am building up both.

[@eddieslittlestack7919]

Great video brother!!

[@UncleBad92]

I appreciate your thoughtful and informative videos. I think DGRO is a better long term investment. I consolidated my investments in the past couple of years. I have about 20 individual stocks. I decided that the ETFs were a good investment. I bought ITOT and DGRO. I did not buy the most popular ones because I thought they were over priced based on popularity.

[@tubaljohn1]

Ian, you liked that playground park before covid for div. That failed. I'm not following your trades, but respect your ideas. I really prefer XYLD, SVOL, and O as a base for income, reinvest, etc. SCHD is also a core, but closed end funds are the money if you use them correctly. We all have our longs as well. CLM gives me the best returns on an NAV drip in this market with the S&P.

[@vermasean]

Early reporting team checking in 🙌 🕶️

[@ppcian]

Thanks so much for your support!

[@clownanaround7996]

Great video

[@ppcian]

Thanks so much!

[@tvlookplay]

Awesome content thank you for the info

[@Rick_Kent]

Great video, Ian!

[@ppcian]

Thanks so much, Rick! I really appreciate your kind words!

[@jamisonm5854]

What do you think the max you'd be comfortable having in SCHD? It's 60% of my portfolio which has been great, but this year it's lagging others quite a bit due to its concentration & reconstitution.

[@ppcian]

That is a great question. Personally-speaking, I'd say about 30% (maybe as much as 40%) of my portfolio would be the max for me. All of that said, just speaking to my very personal situation. Wishing you all the greatest. (Disc: I'm long SCHD)

[@jamisonm5854]

@@ppcian Thanks :) The balance between diversification and "diworsification" is difficult.

[@napfreedom2153]

Schd is my bigest holding in my Roth just started DGRO at 51 i still have alittle time to build shares. Love ETFs because like you said life is busy. Can't guve more time to watching individual stocks.

[@timminore2126]

Thanks, Ian. I own SCHD for all the reasons you mention. I would get very nervous owning a lot of individual oil and tobacco stocks when I think their industries will lessen over time.

[@ppcian]

Thanks for sharing! (Disc: I’m long SCHD)

[@charlesbyrneShowComments4all]

Unless there is a massive improvement in the batteries of electric vehicles I don't see the oil market lessening. I own a 2006 civic hybrid and a remanufactured battery I purchased was about $5,000 a few years ago and it will soon have to be replaced and that is a hybrid instead of all battery. The recycling of the rare earth minerals is very costly and now there are concerns of impacts to waterways if they aren't properly disposed/recycled some are claiming that the impact could be similar to MTBE.

[@YIWOTY]

Oil companies will be fine for at least another 20-30 years. The growth in demand for oil from the developing world will more than make up for any reduced demand from first world adoption of EVs.

[@MoparSmith1]

I just started $10k in each of these two ETF's a couple weeks ago. I'm trying to use them as my new Core/Satellite strategy. They only over lap 22% and got a low expense. And then hopefully add SCHG as another core ETF if it ever pulls back.

[@rodrain2]

I have a 50 stock portfolio and I was thinking of holding both SCHD and DGRO to supplement it. I also plan to see which stocks make up a large percentage of both ETFs and if I own it in my individual stock portfolio I’ll sell it and reallocate as to not have too much exposure to that stock.

[@lasercooper]

One of my favorites DG has tanked as well. Who would have thought. I agree, spread the risk into good ETF’s. My favorites are SCHD, SCHG, SCHX, SCHB. Pick two or three from that list and never worry about a stupid ER sell off.

[@tomcooper2646]

I own both in just about equal parts. I like them both together for diversification purposes. (Only a 28% overlap by weight) In 2023 DGRO has out performed SCHD.

[@sandybove4571]

Solid video as always! I appreciate your transparency and sharing your ongoing journey and how your investing focus has evolved. Onward & upward!! #Imlongppcian!!

[@TheBondocFam]

Thank you for your informative videos as always!. Ian is only have SCHD do you think i should add DGRO? I have 15 years time horizon. Thank you.

[@jw8578]

DGRW and SCHD... Buffet says diversification doesn't make sense but that's his full time job... For the rest of us an ETF like SCHD or DGRW for the majority of our portfolios makes sense.

[@bestillsounds1210]

I’ve been looking at DGRW, this one’s pretty nice as well.

[@holisticcatalyst]

Schd/dgrw/vym best 3 fund combo, see my post above

[@forrestsory1893]

Nice video. I have XYLD as well . Dividend is unpredictable but the yield is good. Stock price is slipping though. Thanks for the comments on HE.

[@ppcian]

Thanks for sharing! Wishing you all the greatest, and thanks for your longtime support! (Disc: I'm long HE)

[@forrestsory1893]

@@ppcian thanks. I'm going to cross my fingers hope for the best and keep HE. Hawaii is more than one island as I'm sure you are aware. HEs other operations will keep them going. Maui might be angry with them but in the end they need them. I just hope the dividend will survive. Time will tell. If every power company got sued into oblivion because a power line went down started are fire , America would go dark. That's why legal terms like Act of God exist. Again time will tell.

[@tubaljohn1]

Ian, I want to get you into CEF! Way better if you know how they work compared to ETF's or OEF's. Pure div income. I started small, and have gone this way. Some times I don't even worry about the companies. Short, etc.

[@stevethecheese]

I have both but just started DGRO a few months ago. Schd is my biggest holding overall

[@jamescares9003]

there is not a lot of overlap, would it be worth investing in both?

[@harsharao3555]

Ian, one more nice one. Disney has tanked off late!. Wonder of u have any take. Also Schwab stock price $SCHW has tanked too due to some overexposure to low yielding treasuries.

[@tradingfundamentals]

Ian have you looked at TD Bank recently? I know you own or owned BMO and are "under allocated" in financials. TD is currently yielding 5.5% at a TTM PE of only 12.5.

[@Layachu]

I have 11 years to retire. I have SCHD in my portfolio. I also plan to reinvest the dividends and pool in 100 stocks per year until I retire. I will also take a look at DGRO.

[@ppcian]

Thanks for sharing! Wishing you all the greatest! (Disc: I'm long SCHD)

[@ReconPro]

Hey folks, have a great day!

[@ppcian]

Wishing you a great day, too!

[@ramblr5900]

@ppcian is HE safe now with the updated news? Really bad Maui cty threw them under the bus. Whats your plan for HE? Buy the dip to dollar cost your losses?

[@ppcian]

That is such a great question! Speaking to my personal situation only, I am holding my HE. I'm not really adding (as I see so much risk), but I'm holding strong. I prefer to just add to SCHD these days. I believe, based on HE's recent press release, that they are NOT responsible for the wildfires. That said, it really seems like Maui County wants a scapegoat, and I worry that so much damage has already been done against the company in the court of public opinion. Only time will tell what happens, but I do agree that what Maui County did to this company was unfair before completing a proper audit of what actually transpired. Wishing you a great one. (Disc: I'm long HE)

[@bpignacio]

Hello Ian, I’m Canadian. I’m wondering what happens to SCHD if ever Schwab bank collapses. Thank you.

[@carlosarodriguez7266]

SCHD is the king 👑 all etfs

[@SCHDSTAN]

Hey Ian, great comparison between 2 really solid ETFs. Love following your continued growth as an investor. I’m following a similar strategy to this. I aim to Focus on the S&P and ETFs like SCHD, SCHG, DGRO & VYM then buy great companies when a margin of safety presents itself on dips

[@damianmysciak3264]

DGRO is like SP500 but without all non dividend stock. I prefer SCHD because they have less stocks, but more selective based on some data meaning top of the top stocks

[@CalmerThanYouAre1]

I'd suggest adding QQQ alongside SCHD if you want higher growth potential and more diversification at the expense of lower yield vs buying DGRO. In fact, a 60/40 portfolio of SCHD and QQQ would have the same starting yield as DGRO but with an even higher 5-YR dividend CAGR of 12.56%. In fact, backtesting the three funds with a $1M starting balance since the inception of DGRO in 2014 through August of 2023, rebalanced annually, resulted in annualized total returns of 12.52% for the SCHD/QQQ combo and only 10.83% for DGRO. The latest full-year dividend income for each portfolio was $79,800 for SCHD/QQQ and only $56,200 for DGRO (in 2022). I'd argue the 200 companies in the NASDAQ 100 and Dow Jones US Dividend 100 are a stronger combination than the 400+ companies in DGRO, as well as the 500 companies in the S&P while still offering more than enough diversification.

[@markmethner8839]

Consider myself a value investor and own 9 of the top 10 in SCHD. Don't own either but own a small position in XYLD as I don't do covered calls on my own

[@ppcian]

Thanks so much for sharing! Wishing you all the greatest!

[@Too-Tall_VI-VI]

As a older investor, not retired yet I own SCHD & VOO as core holdings. If I was much younger, I would definitely invest into DRGO for the long term compounding.

[@striderisefinance]

SCHD for quality dividend yield - 50% DGRO for quality dividend growth - 30% DIVB for dividends/buyback strategy - 20%

[@samsargent8326]

Nice comparison video, I am too old to change my strategy at this point, but if I were just starting out, either of these ETFs would be a good way to go. I am excited about GIS coming down in price and just started adding to my position...what can I say, I'm a cherry picker😂

[@PsychoGilgamesh]

I also like VIG, VYM and NOBL.

[@ppcian]

Thanks so much for sharing!

[@dimitrisalexopoulos4338]

Hi Ian! I would like to hear your opinion in a future video: Hold a EFT that follows Dow or one that follows SP500?

[@dimitrisalexopoulos4338]

I lIke the fact that your thoughts on strategy change. Maturity is a process. Well done!

[@DavidSmith-lp5tz]

My portfolio is currently about equal weights SCHD, FZROX, REITs, and about 30 individual stocks. I’ve been considering moving the FZROX into a more dividend generating ETF. DGRO May be what I’m looking for.

[@jefferyhinson1135]

Hey Ian just wondering if your better half is still in TGT and what your/her thoughts are going forward. Keep up the good work.

[@rigo.garcia]

Nice. I’m a FDVV guy.

[@AnyangU]

As for DGRO vs. SCHD, let's face it, SCHD has the better track record. But, when you look at the details, SCHD has had a few off years, and when it has an off year, DGRO has always had a better year. I think this is about diversification and how it has impacted particular yearly economies. In some ways, these two ETFs are complimentary, but over all, SCHD has done better. So, if you can stomach that occasionally in the short term, SCHD is going to lag, go with SCHD. But, if you prefer a more diverse portfolio where sometimes a broader index does better, intermix some DGRO with your SCHD - both funds are good funds that have nice returns.

[@gioclinaz]

Hey Ian! Why DGRO instead of VIG? Have you looked into it? It would be awesome if you made a video talking about both ETFs

[@pavXX]

Fwiw I have both; SCHD is little higher but DGRO is a nice "completer" ETF for the DivGrowth piece.

[@bluesky5587]

Big ups…strangely…no one talks much about DGRW….it is actually beating out dgro and schd in total return and pays monthly dividend….but yield is not as high as schd .

[@user-bv4sj2gq7g]

What do you think about DGRW?

[@morriselee]

Ian, your previous argument remains valid in this case: you own >30 stocks and this by itself is a self-picked/self-managed ETF. This also has other advantages: 1. you do not need to own all the stocks that SCHD owns; 2. You do not need to buy stocks that have very high current valuation; 3. you never need to sell (SCHD on the other hand has a 12% annual turnover rate. Yeah, $HE is painful, but you have 30+ others to support your portfolio. SCHD also has its fair share of failures and the fund manager has to regularly sell and rinse its holdings.

[@ppcian]

All valid points! Precisely why I will probably always have the majority of my portfolio in individual positions. Wishing you a great one! (Disc: I'm long SCHD and HE)

[@jdgolf499]

I would disagree with your explaination of the "GRO" part of DGRO. It isn't saying that the dividend will grow, it's because the share price of the fund will grow, which is why they hold large positions in AAPL and MSFT. I love those two companies, but have no expectations that they will grow their dividends greatly anytime in the near future.

[@chrislindsay3104]

Is SCHD or DGRO pay a "qualified" dividend? Do these funds rebalance their composition quarterly/annually based on changes in component company dividends? This video was a banger, BTW. I got burned this week on a dividend trap so I will be redeploying the charred remains into SCHD starting tomorrow. 🥵

[@ppcian]

Ugh, the dreaded dividend trap - unfortunate to hear about your experience this week and wishing you all the greatest! To my knowledge, they pay qualified dividends. They do rebalance, but turnover is (very) low, since both are passive ETFs, in that they just try to mirror their respective indices. I have some more thoughts in this one, just in case you did not see (lots of value in the comments too): kzbin.info/www/bejne/mqK0pJluecxql5Isi=1vVYGqLBCk2cBIYY (Disc: I'm long SCHD)

[@I_Am_The_Barz]

Just get them both, have one to just study and watch as it grows and one you could live off

[@jmtphotographymedia]

I also have SCHD as well as VYM

[@tirevelation777]

Do you like DIA & its monthly dividend?

[@porstst]

What about owning both ?

[@상추-v9c]

schd win😊

[@BenJune09]

Ian...I like 70-80 percent ETFs and 20-30 percent individual. Thats a smarter long-term play...

[@ppcian]

Thanks for sharing!

[@BenJune09]

Thank you for sharing my friend...I agree with your updated assessment. ETFs are the way to go long term. Just think, 20 years ago GE was the top stock...@@ppcian

[@JohnJohn-nt9mf]

majority of my investments both roth ira ang brokerage account are in SCHD and VGT

[@rrr574]

You really change your strategy from a few years ago.

[@ppcian]

Actually, not too much. I'm primarily focused on individual dividend stocks. Just now trying to complement what I have with some good exposure to the SCHD ETF for a little diversification. Wishing you a great one! (Disc: I'm long SCHD)

[@matthewscott3689]

I'm pretty heavy in SCHD, however I have been thinking lately about adding another dividend ETF to get some more diversification and growth. DGRO looks like it might fit for me. It wouldn't be a major position, but I do like the idea of getting it up to enough shares, maybe yielding enough to buy a new full share each quarter, then just letting it run (not adding any more money to it and just dripping the dividends). I'll still be building up SCHD, but wouldn't mind having DGRO working for me as well. Thanks for the video!

[@graham9334]

Can u please analyze $DG thanks

[@billdivine9501]

Doesn’t make sense for me to buy these in a Roth since I can only add $6500/ year. If I want to buy $50k or $100k of this to have the dividend make something noticeable it’ll have to be in the taxable account.

[@killerbee100000]

Hey PPCIAN thanks for your content. Im from the Netherlands and investing almost the same way you do. I have found an comparible ETF GGRA/GGRG WisdomTree Global Quality Dividend Growth UCITS ETF - USD Acc. This one is almost the same but no dividend distrobutions so you don't have to wurry where you put your dividends. Maybe you can take a look. I think this one is better tax wise?

[@witsendcottage595]

Do you still own HE in your portfolio?

[@moneymanfernando1594]

DGRO vs VYM ??

[@JonCooper86]

SCHD is better, overall higher total returns. fidelity 500 SCHD 50% each . I'm all in until i can retire

[@paulcosta8930]

But, what do you like better? SCHD or DGRW?🤑💰

[@Apeiron242]

Shed versus Drago!

[@killersentra]

I like SCHD ..... looking into All their holdings they have some money in some experimental stocks I would never buy. Speculative the word I'm looking for. Seems like a bit of gambling. Why not shit can those and pick up positions in more solid companies on the right.....in DGRO

[@ppcian]

All great thoughts... Both funds have passive/algorithmic strategies. they follow their respective indices. My initial thoughts aligned with yours in some respects (saw some "wacky" selections in there), although I actually see it in a different light. I did find some holdings in SCHD I would not personally buy. However, as mentioned in the video, I love that this fund "thinks" differently than I would. It adds a different flavor to the portfolio. And, the results speak for themselves. Will be interesting to see how the funds perform in the next 5 years. Both are great funds, in my opinion. (Disc: I'm long SCHD)

[@BrettsCorner92]

DIA pays a different different dividend every month? It's never the same amount per share. Most companies like reality income is 25 cents per share per month.

[@martinezcolonh]

2 dollars 61 cents a year is a low amount for the 75 dollars it costs, you could do a lot better by holding stocks, example if you buy one shares of Wall green one share of AT&T and one share of Western Union you make more money you are diversified and still your cost is a lot less compared to just buying one share of an ETF. In my opinion any ETF pay to little and you pay maintenance fees