Is FDVV actually better than SCHD? BEST DIVIDEND ETF 2025

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Investing Simplified - Professor G

Investing Simplified - Professor G

Күн бұрын

Пікірлер: 412
@NolanGouveia
@NolanGouveia 2 ай бұрын
Go to myloot.com/r/professorg to earn cash back for shopping!
@ChristopherAbelman
@ChristopherAbelman 5 күн бұрын
The etf SCHD is basically an index fund of strong companies that pay out dividends. It only has an expense ratio of 0.06% and has performed well since it came about 10 or so years ago. I highly recommend people consider adding it to their portfolio. With enough time, you can use those dividends later in life to largely live off of without touching the principle.
@bartlyAD
@bartlyAD 5 күн бұрын
I’m sorry if this comes across as offensive, I really don’t mean for it to be but, if you dont know how to add stocks into your portfolio, you need to learn a lot more basics before you even pick anything to invest in.
@DaliaCohen2230
@DaliaCohen2230 5 күн бұрын
Dividends from the stock market encouraged me to begin investing. What matters, in my opinion, is that if you invest and make additional passive income in addition to dividends, you will be able to live off of dividends without selling. It implies that you can provide that benefit for your children, giving them a head start in life. I've invested more than “$600K” in dividend stocks through my asset manager and will continue to do so until the price falls even further.
@PennyBergeron-os4ch
@PennyBergeron-os4ch 5 күн бұрын
I’ve felt like an outsider looking in since I first bought dividends kn 2018. I planned to do more research and increase my earnings but I got lazy and forgot. So now its time to stop being stubborn and. Ask for help. Can you tell me where to get answers?
@DaliaCohen2230
@DaliaCohen2230 5 күн бұрын
Her name is Sonya Lee Mitchell. I can't divulge much. Most likely, the internet should have her basic info, you can research if you like
@PennyBergeron-os4ch
@PennyBergeron-os4ch 5 күн бұрын
I have googled her and she has impressive credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
@AnthonyCalagui-y7y
@AnthonyCalagui-y7y 19 сағат бұрын
Hello, I want to start investing, but I'm unsure where to start. Do you have any advice or contacts for assistance?
@RosemaryPAndukuna
@RosemaryPAndukuna 19 сағат бұрын
Trading in Bitcoin now is the wisest thing to do now especially beginner....
@user-wv7dy6ns5z
@user-wv7dy6ns5z 19 сағат бұрын
Most people think, investing in crypto is all about buying coins and leaving it to rise, come on it takes much analysis to be a successful crypto trader.
@FernandaPedro-q8o
@FernandaPedro-q8o 19 сағат бұрын
Honestly I really need help learning to trade. Seeing my portfolio low makes me very sad.
@BrunoSantosSilva-d3x
@BrunoSantosSilva-d3x 19 сағат бұрын
@@FernandaPedro-q8o Trading without professional guide...Huh I laugh you, because you will remain where you are or even make huge losses that will stop you from trading, this has been one of the biggest problem to new traders
@HelenSharon
@HelenSharon 19 сағат бұрын
You're right! I have lost a lot trading all by myself without a guide. It's been an uneasy ride for me. Who is your mentor please. how can i reach her i really need help in this bear market now?
@АннаВекшина-ю6б
@АннаВекшина-ю6б 23 күн бұрын
I think investors should always put their cash to work, especially In 2025, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2025
@KevinMarks5i
@KevinMarks5i 23 күн бұрын
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
@IsabellaAmelia-o7l
@IsabellaAmelia-o7l 23 күн бұрын
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
@ЛинаТарасовак6ы
@ЛинаТарасовак6ы 23 күн бұрын
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
@IsabellaAmelia-o7l
@IsabellaAmelia-o7l 23 күн бұрын
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
@ЛинаТарасовак6ы
@ЛинаТарасовак6ы 23 күн бұрын
I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you
@auboisdaline
@auboisdaline 19 күн бұрын
I’ve been considering both FDVV and SCHD for my dividend strategy, but with the market volatility and inflation, I’m unsure which one offers more long-term stability. SCHD has a solid track record, but FDVV’s focus on value stocks might have an edge in a downturn. Any advice on which ETF would be more resilient if interest rates keep rising?
@NancyAllen-n7t
@NancyAllen-n7t 17 күн бұрын
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
@RebelMusic666
@RebelMusic666 17 күн бұрын
Absolutely, having a solid plan is crucial. My portfolio has doubled since early last year. My financial advisor and I are working towards a seven-figure goal, though it might take until Q3 2024.
@barquie
@barquie 17 күн бұрын
I could really use the expertise of an advisor like that.
@RebelMusic666
@RebelMusic666 17 күн бұрын
Her name is “CATERINA MARY CIARLANTE”. You can research her name to find the necessary details and set up an appointment.
@barquie
@barquie 17 күн бұрын
Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.
@MesutMilleliri
@MesutMilleliri Ай бұрын
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
@BrigetGstar
@BrigetGstar Ай бұрын
Some individuals minimize the importance of counsel until they make regrettable mistakes. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $175k to $450k despite inflation.
@SophieLoschy
@SophieLoschy Ай бұрын
I believe the safest approach is to diversify your investments. By spreading your funds across different asset classes like bonds, real estate, and international stocks than putting all your money in one. If your financial understanding is lacking, see a financial consultant.
@OyunBabus
@OyunBabus Ай бұрын
Recently, I've been considering the possibility of speaking with consultants. I need guidance because I'm an adult, but I'm not sure if their services would be all that helpful.
@SophieLoschy
@SophieLoschy Ай бұрын
*Julianne Iwersen Niemann* a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
@OyunBabus
@OyunBabus Ай бұрын
_Julianne_ sure knows her onions in this industry, from her intimidating profile which I went through, on her web home page. I started off last year tailoring a colleague's tradin strategies but it didn't pan out well. Hopeful that she will attend to my message.
@Jamaal67i
@Jamaal67i 26 күн бұрын
I started my portfolio last year with SCHD, VOO, and VUG after inheriting $300k. In terms of share price, VOO is up! and VUG is doing even better. What stock do you think has the best chance to 10x in 5 years?
@Peterl4290
@Peterl4290 26 күн бұрын
I’ve been eyeballing SCHD for 2 years now and so far really just don’t find any reason to put money in…
@larrypaul-cw9nk
@larrypaul-cw9nk 26 күн бұрын
my first rule is survival before flipping for chunky gains! with such amount, you can afford a license advisor or personal portfolio manager help diversify your investments and maintain steady growth while mitigating risk
@sabastinenoah
@sabastinenoah 26 күн бұрын
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
@bobwright-90
@bobwright-90 26 күн бұрын
How can one find a verifiable financial planner?
@sabastinenoah
@sabastinenoah 26 күн бұрын
Her name is Annette Christine Conte can't divulge much. Most likely, the internet should have her basic info, you can research if you like
@siennacross-sg5yo
@siennacross-sg5yo 2 ай бұрын
How do you feel about Covered call ETFs? I don't have the experience to sell CCs myself. But I hope the ETF management does. I just really want to know more about these things before investing, only if someone can put me through.
@EbrahamAljalil
@EbrahamAljalil 2 ай бұрын
I wish I could have retired in my 50's. I'm 65 now, I started investing late . After some research, I found a strategy that helped. I'm pleased to say I'm retiring with at least $2 million.
@EbrahamAljalil
@EbrahamAljalil 2 ай бұрын
@@siennacross-sg5yo luck plays a part, especially in the short term. I noticed that when results remain consistent, it indicates something more than just luck. research was the challenge until It led to Julie Ann Lerch, a fund manager. her strategy made sense, it contributed to growing 950k into this and counting
@EbrahamAljalil
@EbrahamAljalil 2 ай бұрын
@@siennacross-sg5yo I usually avoid making specific recommendations because everyone's situation is unique. However, my experience with Julie Ann Lerch has been quite positive. You might find it worthwhile to see if her approach fits your needs
@RonnieWine
@RonnieWine 2 ай бұрын
@@EbrahamAljalil It’s worth noting that luck often plays the significant role in some cases, sometimes even more than the resources involved. Without it, its challenging
@EbrahamAljalil
@EbrahamAljalil 2 ай бұрын
@@RonnieWine luck plays a part, especially in the short term. I noticed that when results remain consistent, it indicates something more than just luck. research was the challenge until It led to Julie Ann Lerch, a fund manager. her strategy made sense, it contributed to growing 950k into this and counting
@mishitpatel
@mishitpatel 11 күн бұрын
What a great analysis between two funds! Thank you for explaining Beta metric. What site did you use while showing those metrics? Appreciate in advance.
@DanielWyatt-x2e
@DanielWyatt-x2e Ай бұрын
Dividends from SCHD are generally taxed at the qualified dividend rate, often providing a tax advantage over ordinary income rates for many investors. However, current market attention is centered on Nvidia, which has significantly contributed to the S&P 500’s recent earnings growth. Nvidia’s stock, up over 90% year-to-date, gained another 2.5% on Monday in New York, propelling the Nasdaq 100 to a new record high. I’m actively seeking new opportunities to enhance performance within my $350K portfolio and open to strategic ideas.
@FrankJaaay
@FrankJaaay Ай бұрын
I believe the next significant trend will be in Artificial Intelligence. For sustained growth comparable to what META achieved, it’s essential to avoid impulsive decisions based on short-term market movements. Prioritize patience, maintain a long-term outlook, and, most importantly, consult a financial advisor for well-informed investment decisions.
@ray7168cz
@ray7168cz Ай бұрын
Many people underestimate the importance of financial advisors until they encounter setbacks caused by emotional decision-making. After a difficult divorce a few summers ago, I needed substantial support to stabilize my business. Following thorough research, I selected a licensed advisor with outstanding credentials. Despite inflationary pressures, she has effectively grown my portfolio from $275K to $850K.
@Toni__Michelle
@Toni__Michelle Ай бұрын
This is certainly significant! Could you recommend any professional advisors I could consult with? I’m in urgent need of strategic guidance on optimal portfolio allocation.
@ray7168cz
@ray7168cz Ай бұрын
I highly recommend Rebecca Lynne Buie as an advisor. Recognized as an expert in her field, she currently works with Empower Financial Services. Her qualifications and financial market expertise are readily verifiable online.
@ray7168cz
@ray7168cz Ай бұрын
@@Toni__Michelle Rebecca Lynne Buie remains my top recommendation. She is widely recognized for her expertise in financial markets and has an impressive track record. I highly endorse her.
@Patash7
@Patash7 2 күн бұрын
Love your videos! I listened and followed in one of my IRAs. Seen 25% growth in about a year. Let’s see what happens over 10 years.
@cdw1485
@cdw1485 7 күн бұрын
Started my Div portfolio 2 years ago with JEPI, JEPQ, TLTW, and SVOL. I have reinvested close to 90k taking in 6k a month at this point. Going to rebalance FDVV for my JEPI and CGDV for a significant portion of my TLTW. I still have 50% of my portfolio in TSLA, PLTR, NVDA and AMZN. Thanks for helping me start my DIV portfolio, giving me the monthly income I will need going into retirement. Really appreciate the vids explaining what DIV ETF were and how to use them.
@tknudcarter
@tknudcarter 2 ай бұрын
It's amazing to me that no one that I've every found has done this kind of common sense and simple analysis of ETFs for the individual investor until Prof G and this channel. And, he even named it Investing Simplified.
@NolanGouveia
@NolanGouveia 2 ай бұрын
😀🏆 Thankyou so much!
@darwintortoza169
@darwintortoza169 2 ай бұрын
Great video. I’m a Fidelity user and after four years having an individual account , I opened a Roth IRA because of your great videos. I chose FXAIX, FSPGX and FDVV. I still hold the SCHD in the individual account. Can you talk about FSPGX and compare with QQQM? Blessings!
@wlee3400
@wlee3400 2 ай бұрын
I invested in FDVV last summer, so far the gain has been 30%. Love it.
@NolanGouveia
@NolanGouveia 2 ай бұрын
That was a great choice!
@jamesdep8128
@jamesdep8128 2 ай бұрын
Good for you
@austinehasz3907
@austinehasz3907 2 ай бұрын
FDV V is great Look at SPHQ QUAL is also good
@Southeast1
@Southeast1 2 ай бұрын
Professor G, I asked you about FDVV and you delivered. Appreciate the content and comparison!
@NolanGouveia
@NolanGouveia 2 ай бұрын
You are welcome!!
@ThomasPatti
@ThomasPatti 2 ай бұрын
I’m sticking with my dividends ETF’s SCHD + JEPQ
@christinamare2327
@christinamare2327 2 ай бұрын
Same. I have SCHD in my 401k and just started adding JEPQ in a Roth Ira.
@stephentidwell9036
@stephentidwell9036 Ай бұрын
@@christinamare2327z
@robertsmith6408
@robertsmith6408 Ай бұрын
Yup, SCHD and JEPQ are my steady eddies. The rest of my funds are out into Yieldmax with crazy returns. I can get away with it because i balance the risk with SCHD and JEPQ! Got a 6800 div today from MSTY!
@campingalan
@campingalan 2 ай бұрын
Good evening, Professor G!! Thank you for highlighting this alternate EFT! SCHD is the largest holding in my miniscule portfolio. But, using my Schwab account, it shows my SCHD income doubling each year (and I reinvest it, of course). So...I'm going to stick to the 3 ETF plan that you've highlighted-- schd, schg, and vti.
@MC-bm3cy
@MC-bm3cy 2 ай бұрын
I do some DIVB to supplement for gains …I like their focus on stock buy backs while having a decent dividend. Thx for the info!
@James-qt9dj
@James-qt9dj Ай бұрын
Me too… I am 4:1 SCHD:Divb
@JeffBarcy
@JeffBarcy 2 ай бұрын
Great video Professor G! I enjoy all your videos. But P/E ratio of SCHD is not 5 (although I wish it was). Closer to 13.5 according to Morningstar.
@Playersclub415
@Playersclub415 2 ай бұрын
I been looking at FDVV for a few weeks. Waiting for a pull back to jumbo in. Its got a lot in technology stocks which explains the high gains
@marktwain580
@marktwain580 2 ай бұрын
Same here. Gotta be aggressive.
@kerrydaniels8460
@kerrydaniels8460 Ай бұрын
You're better off with a SCHD and growth fund combo like VUG. FDVV is already crappy for anyone that knows stocks as they realize you can't call yourself a Value fund and then be heavily weighted in non-value holdings as your literal top holdings. It doesn't deliver much higher dividends nor invest properly in actual Value stocks like a true Value fund would. You're better off going with at least VOO over it at that point since it shares over 80% overlap with VOO showing again it ain't a true Value fund.
@crizdancemedia
@crizdancemedia 2 ай бұрын
How’s FDVV taxed compared to SCHD?
@Theerapath
@Theerapath 2 ай бұрын
Can you do the analysis on the FFLC ETF? Other than the fact that it is an ETF with minimal fees and active management, not much is known about it. I conducted a portfolio backtest (going back 10 years) against a number of other well-known ETFs, including the VOO, SPY, QQQ, and many others. This ETF appears to perform better than others, particularly in 2022 during the down market. This EFT increased its gain on the up year and, inexplicably, minimized the loss on the down year (only -0.22% down).
@jdgolf499
@jdgolf499 2 ай бұрын
I hold FDVV in my HSA, along with SCHD. As a retiree, SCHD is there to generate cash for any medical expenses I may use the account for, while FDVV is there for income and the possibity of a little more growth. Outside of that, your points are spot on. FDVV just duplicates what I already have in my growth funds.
@ophirmayer1
@ophirmayer1 2 ай бұрын
Hey Prof G, would love to hear your take on some of the YieldMax Etf's, like TSLY etc. Covered call etf's but with an insane dividend yield
@chriscarlson9556
@chriscarlson9556 2 ай бұрын
Nolan, can you do a video at some point on your thoughts on Goldman Sach's projecting a 3% return in the S&P 500 over the next decade? Thanks Chris
@miggy858
@miggy858 2 ай бұрын
Professor, what are your thoughts on the dividend growth projections of SCHD. Based on what I see from other dividend growth ETFs it seems like it’s near its cap meaning it’ll slow down significant in the near future. Whereas VIG appears to have a significant amount of roadway ahead. If the above ends up being true, wouldn’t it be better for someone in their 20s and maybe early 30s to go with VIG?
@robertmilik3781
@robertmilik3781 13 күн бұрын
I recently purchased some suggested equities, however they are now only penny stocks. With the markets plunging, prices skyrocketing, and banks closing, there appear to have been more negative portfolios in the first half of this year and the last third of 2023. What worries me is whether a value investor would benefit from the quick increase in interest rates or if it would be wiser to stay away from stocks for the time being.
@AbrahamRenninger
@AbrahamRenninger 13 күн бұрын
Man, just "buy the dip." It will pay off in the long run. Although investors should be wary of the bull run, high interest rates typically result in lower stock prices. To reach your growth objectives and prevent mistakes, it is best to consult with a skilled adviser.
@RupertOakeson
@RupertOakeson 13 күн бұрын
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K.
@chrisjordan8882
@chrisjordan8882 13 күн бұрын
This is definitely considerable! Would love some research. think you could suggest your FA . i can get on the phone with? i'm in dire need of proper portfoIio allocation
@RupertOakeson
@RupertOakeson 13 күн бұрын
‘’Sonya Lee Mitchell a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market
@CordeliaBurkett
@CordeliaBurkett 13 күн бұрын
Ah gotcha. Curiosity led me to look up her name on Google. Found her. I must say her credentials are just fine! Good enough to lay any doubts to rest. I popped her an email.
@OlenaTokareva-p7j
@OlenaTokareva-p7j Ай бұрын
Thank you for another portion of information!
@mikek3124
@mikek3124 2 ай бұрын
Professor - can you review JPUS? It looks like a mid cap focused version of Schd. Decent dividend growth , similar total returns
@chipnorris2504
@chipnorris2504 2 ай бұрын
I own FDVV and has done very well for me. Professor G would love to see you review QDPL as I think I may add this to my portfolio it has a 5+ percent yield and his primarily S&P. It is also tracking just under the S&P showing great growth.
@JDJNJ21C
@JDJNJ21C 2 ай бұрын
Great video and elaboration of comparative methodology. FYI- when you were showing the comparative PE ratios, there maybe a data problem with the SCHD PE ratio. Before the split I think the SCHD PE was about 17.5. Would that change materially with the 3-1 split?
@SiemcoMS
@SiemcoMS 2 ай бұрын
Keeping us current! Thanks.
@NolanGouveia
@NolanGouveia 2 ай бұрын
Happy to help where I can!
@RicardoSantos-ix5yx
@RicardoSantos-ix5yx 2 ай бұрын
Of all the influencers i listen y were the one who truly changed my life thanks to 3 fund portfolio.... keep up w the great work💪💪💪💪
@Bur6212
@Bur6212 2 ай бұрын
Love a good time. This video was so much fund!
@svenjarebica3308
@svenjarebica3308 2 ай бұрын
Can you suggest best Dividend ETF for Europe investors available on platforms such as T212? We do not have accesst to SCHD or FDVV so it would be amazing to hear your opinion for Europe options. Great content as always! 😊
@ChuckConnNYC
@ChuckConnNYC 2 ай бұрын
FDVV has been doing very well for me, big fan
@keystonekabes
@keystonekabes 2 ай бұрын
Looking at the holdings it seems that FDVV seems like a hybrid between growth ETFs and dividend ETFs. Since I am seeking growth by aggressive speculation in a sector early in a bull market the defensive nature of SCHD is very important to diversifying my portfolio.
@fawazsaeed5806
@fawazsaeed5806 2 ай бұрын
CONGRATS ON 200K SUBS PROF. G✊
@NolanGouveia
@NolanGouveia 2 ай бұрын
Thankyou!
@Ryan40272
@Ryan40272 6 күн бұрын
@12:09 ttm 5.43 for SCHD? Not sure where you pulled this from, but SCHD has not been anywhere sub 15 for the past ttm
@backcountryFLcyclist
@backcountryFLcyclist 2 ай бұрын
I hold FDVV and have been happy with the risk/returns.
@NolanGouveia
@NolanGouveia 2 ай бұрын
Yes definitely a solid fund!
@darkskinamerican7826
@darkskinamerican7826 2 ай бұрын
I’ve got FDVV and JEPQ on my Roth IRA. And I’ve got SCHD on my Brokerage
@kev13nyc
@kev13nyc 2 ай бұрын
keep pumping out those financial informational videos Professor G!!!!
@davidmacrae3914
@davidmacrae3914 10 күн бұрын
SCHD's PE Ratio (trailing twelve months) appears quite low in your presentation (5.43) .. is this correct? In Sept 2024 this ETF had a PE of 17.58 according to Schwab .. While this Sept 24 PE is not TTM .. this PE increase over 12 months seems 'unusual' ..
@joker5978
@joker5978 2 ай бұрын
Outstanding video! SCHD is my favorite ETF! Was nice to see the detailed breakdown of the 2 ETF's! I'm a big fan of BRK.B. Any thoughts on Warren Buffet's stock?
@juanarizapelaez5138
@juanarizapelaez5138 2 ай бұрын
Good lesson as always, i had the answer even before u explain and thats for all that i learned from all your classes so thanks for your knowledge
@NolanGouveia
@NolanGouveia 2 ай бұрын
Excellent!
@ahjohnson3720
@ahjohnson3720 2 ай бұрын
I've been thinking about adding FDVV to my portfolio for a little while now, so I really appreciate your comparison to SCHD which I already have in my accounts. Was wondering if you would do a deep dive into DGRW and how it compares to SCHD? Your information is always the best!
@jamesrydman6119
@jamesrydman6119 2 ай бұрын
Great lesson Professor G. Now I know what Beta means and how it's used to compare funds.
@RB-je3yj
@RB-je3yj 2 ай бұрын
G, I'm already invested in Tech VGT/SCHD....should I add FDVV!?🤔
@Optimus-Prime-Rib
@Optimus-Prime-Rib 2 ай бұрын
No i wouldn’t.
@RB-je3yj
@RB-je3yj 2 ай бұрын
@@Optimus-Prime-Rib That's what I'm thinking FDVV doesn't make sense to add at this time!
@Optimus-Prime-Rib
@Optimus-Prime-Rib 2 ай бұрын
@@RB-je3yj exactly. Growth ETF will easily outperform FDVV in the long term. This is more for those that primary invest in dividend ETFs, another example is DGRO. as you said, pointless if you hold VGT/SCHG/QQQ(M)/VUG etc. Or if you sell SCHD for it.
@NolanGouveia
@NolanGouveia 2 ай бұрын
No I'd keep what you have my friend
@Terry-cg7kt
@Terry-cg7kt 16 күн бұрын
Thank you for this video
@NolanGouveia
@NolanGouveia 16 күн бұрын
You’re welcome!
@t16thgreen
@t16thgreen 2 ай бұрын
I still gotta go with SCHD for stability and less worry. You know, set it and forget it 😊
@Thedonron12
@Thedonron12 2 ай бұрын
SCHD compliments VOO (or any SP500 index) well because there is hardly any overlap. Large Cap Value Vs Large Cap Blend/Growth. Great video.
@NolanGouveia
@NolanGouveia 2 ай бұрын
Thanks!
@kt6332
@kt6332 2 ай бұрын
Awesome video, thanks 😊😊😊😊😊
@NolanGouveia
@NolanGouveia 2 ай бұрын
Any time!
@ACP-786
@ACP-786 2 ай бұрын
i like SCHD and SCHG combo better than FDVV that gets high % due to high % tech stocks
@bimalbeura
@bimalbeura 2 ай бұрын
Very Informative. Very good explanation on risk vs return of the individual funds and the investment objectives.
@NolanGouveia
@NolanGouveia 2 ай бұрын
Thankyou very much!
@white_sheep82
@white_sheep82 2 ай бұрын
I am searching for a US Value ETF for European...any idea ? WTDM ?
@chipsammich2078
@chipsammich2078 2 ай бұрын
I need advice on what and how to invest 100k in a taxable brokerage account..
@mitchhaunn8400
@mitchhaunn8400 2 ай бұрын
Good comparison Professor G, thanks for sharing! What are your thoughts on sector ETF’s?
@abizersodawalla
@abizersodawalla 2 ай бұрын
Professor G, I invest in ETFs through Robinhood. I wanted to try out Mutual funds too, what's your stance on that and is there a good broker for Mutual funds? Also, thanks for your videos - they are so educational.
@wesleyholbert6531
@wesleyholbert6531 Ай бұрын
What about SCHD + FDVV?
@etutlf4176
@etutlf4176 2 ай бұрын
May be have both is the better strategy?!
@NolanGouveia
@NolanGouveia 2 ай бұрын
Possibly
@chipnorris2504
@chipnorris2504 2 ай бұрын
Yes
@etantao
@etantao 2 ай бұрын
Great video! THIS is the kind of content we need.
@NolanGouveia
@NolanGouveia 2 ай бұрын
I appreciate the feedback! 😀
@clarkvk
@clarkvk 2 ай бұрын
CAGR for SPYV appears similar to FDVV in last year.
@WildEwok
@WildEwok 2 ай бұрын
Have had SCHD & FDVV as my 2 dividend etfs to compliment my growth etfs and stocks
@NolanGouveia
@NolanGouveia 2 ай бұрын
I like it! Are you happy with that choice?
@kerrydaniels8460
@kerrydaniels8460 2 ай бұрын
FDVV isn't really a dividend fund. It's just a crappier version of VOO. Beat to just go with VOO and SCHD mix than going with FDVV at all really.
@WildEwok
@WildEwok 2 ай бұрын
@NolanGouveia I am, thanks for asking. Little higher expense ratio than SCHD, but low overlap for the ETFs. I think both will have decent price appreciation and know they both have good dividend yields. SCHG and FTEC are my hands down favorite growth ETFs b/c low expense and incredible appreciation. FTEC b/c it covers, in my opinion, the broadest tech, large, medium and small cap companies. With those 4 as my base, I have the options to pick other short term/cyclical stocks like MSTR, or long term growth like VRT. Been following you Dr G for months now, always enjoy your thoughts and recommendations. Honestly, you were the 1st person I remember hearing to invest in SCHD, so thank you!!
@WildEwok
@WildEwok 2 ай бұрын
@kerrydaniels8460 I go with small % of SPLG but prefer SCHG because the returns from that beat any of the S&P 500 funds. With money debasement, prefer highest returns possible after the few etfs that come close to the ones like VOO
@kerrydaniels8460
@kerrydaniels8460 2 ай бұрын
@WildEwok Go look at your original comment my man. Wasn't discussing other ETF's. Just FDVV vs SCHD that you mentioned and FDVV isn't really a dividend etf. It sucks compared to what I mentioned. Also, SPLG hasn't been around very long to say it will always outperform. Growth had a solid decade, but in reality the market can be very cyclical so it's typically better to have a mix as the same funds can have just as low of a swing decade and return much lower.
@loginet1
@loginet1 2 ай бұрын
Shiny objects, professor. FDVV is growing faster but has lower dividends, having the same risk factor, same liquidity, but more than double expense ratio (0.16 vs 0.05), and a P/E ratio of 13 vs 5 for SCHD.
@bribradt3450
@bribradt3450 2 ай бұрын
Just curious where you get the PE ratio from, and is morningstar's PE ratio information wrong? It has FDVV at 15.7 and SCHD at 13.5
@loginet1
@loginet1 2 ай бұрын
@@bribradt3450 Google search: SCHD P/E ratio
@friar1968
@friar1968 2 ай бұрын
Great video and intel.. sharing this one today! IPPON Ps: Broncos are winning!!!
@mrjohnny1313
@mrjohnny1313 Ай бұрын
Professor G: The trailing P/E of SCHD is 5.37, BUT the forward P/E is 13.52. Does that mean that the expected earnings are expected to be much lower? Can you clarify and what are the implications?. Thank you
@monicani7392
@monicani7392 2 ай бұрын
Another great video, Professor!
@NolanGouveia
@NolanGouveia 2 ай бұрын
Thankyou!
@SheilaTrucco
@SheilaTrucco 2 ай бұрын
Hello professor G, thank you so much for this comparison. I was comparing SCHD with SPYV, IUSV, MGV y VTV they had better performance and 3 of them are cheaper 0.04. What do you think about these large value ETF compare to SCHD?
@JinnTuXoXaan
@JinnTuXoXaan 2 ай бұрын
Congrats on 200K brother! That is awesome. You are basically famous now!
@NolanGouveia
@NolanGouveia 2 ай бұрын
I appreciate you my dude!
@rohitchopra5438
@rohitchopra5438 2 ай бұрын
Can you suggest something similar for UK market.. I have been following your content from sometime now and I just love it
@markhummer2359
@markhummer2359 Ай бұрын
when schd and schg split, they were not supposed to reduce their price to earning ratio. Please see how to correct this error.
@justinvanbibber4603
@justinvanbibber4603 2 ай бұрын
Great video. Fantastic explanation on how different ETF’s compliment each other.
@NolanGouveia
@NolanGouveia 2 ай бұрын
I appreciate it 🙏
@pavXX
@pavXX Ай бұрын
Thanks picked up FDVV recently, started adding to, but don't like the risks. Have switched that allocation to DIVB. Seems to make more sense in my portfolio. Agree, FDVV doesn't know what it wants to be. Altho the returns speaks for itself.
@brerpossum
@brerpossum 2 ай бұрын
Thanks for covering this ETF! Made FDVV a core position in my portfolio (along with SCHD) at the beginning of this year. Currently up over 18%. Don't know why this fund has received so little attention (until recently).
@deadairconversion
@deadairconversion 2 ай бұрын
For income investors, something to note: FDVV’s dividend was temporarily reduced in 2020 and 2021. Whereas SCHD and DGRO dividend continued to increase.
@kerrydaniels8460
@kerrydaniels8460 Ай бұрын
FDVV isn't great at all compared to other options. This video spent a lot of time looking at returns, but then didn't do enough iteration into what a value/dividend fund even means. If you're just gonna be 80% copy of VOO then no that ain't a true value fund. Then on top of thst your dividends aren't near as good as other options like SCHD. Of course it's gonna look certain way when Nvidia which is the complete opposite of a value fund is heavily weighted. Same for it's other top holdings thst are GROWTH stocks NOT value. So if you fail at what the fund is literally named after no thanks. I'll go get the real deal with SCHD instead.
@hiphopjewels
@hiphopjewels Ай бұрын
@@kerrydaniels8460 He does make that point very well in the video.
@josechicosqui2008
@josechicosqui2008 Ай бұрын
Would you mind sharing your portfolio with us. Im looking to start myself and dont know where to start. Ty
@luisperez18cl
@luisperez18cl 2 ай бұрын
Professor G, I have another interesting dividend ETF for you: TDIV. Compare it with SCHD and FDVV, thanks!
@stphkp889
@stphkp889 2 ай бұрын
Good analysis, agree with your conclusions. Buy some good stock and hold it till it goes up. Then sell it. If it doesn’t go up, don’t buy it. (? Will Rogers) 😊
@Optimus-Prime-Rib
@Optimus-Prime-Rib 2 ай бұрын
Prof G, whats your thoughts on a Gold ETF (like IAUM from iShares) to make up a small portion of a portfolio. Worth the investment for the potential eventuality of severe market volatility? Congrats on 200k subs btw, that came pretty damn quick! Mark of a great content creator. 🍻
@mandorlap8091
@mandorlap8091 27 күн бұрын
How about BRKB Prof G? Thanks
@RegularJoeKnife
@RegularJoeKnife Ай бұрын
Since the overlap between SCHD and FDVV is only 15% is there a reason not to split say 50% on each fund for the low volatility part of your portfolio? Or 60% SCHD 40% FDVV for the low volatility part.
@danyduval6577
@danyduval6577 2 ай бұрын
Does someone knows the canadian alternative to fdvv or schd ?
@mikos2k1
@mikos2k1 2 ай бұрын
Just buy these two. Seems like fdvv will be more like a growth etf that pays good dividend
@kerrydaniels8460
@kerrydaniels8460 2 ай бұрын
Nah, more like a crappy wannabe VOO fund that performs way worse and barely has much of dividend over it. So you get crappier returns and crappier dividends than just going with the real deals.
@stancartmankenny
@stancartmankenny 10 күн бұрын
8:58 how does a stock drop 200%?
@fernandezfran
@fernandezfran 2 ай бұрын
Thanks for another great video. Hoping to see one day a Collab with Jeff Teeples, you both delivver the best personal finance content here!
@USMC-CAR
@USMC-CAR 2 ай бұрын
Denver Broncos? I knew there was a reason I liked you! ❤❤❤
@NolanGouveia
@NolanGouveia 2 ай бұрын
🙌🙌
@RegularJoeKnife
@RegularJoeKnife 2 ай бұрын
I agree but what’s odd is the years that were down they both are inline with each other. I thought FDVV would have lost more in 2022. I have looked at SCHD as a safer place to still pick up modest gains. Then again I’m old.
@altaccount8749
@altaccount8749 2 ай бұрын
So the 3 fund portfolio is just the total stock market. VTI or FZROX.
@kamille.8692
@kamille.8692 2 ай бұрын
CONGRATS on 200k subs BAB🥹
@NolanGouveia
@NolanGouveia 2 ай бұрын
Thankyou beautiful 😘
@GodsArmy00
@GodsArmy00 2 ай бұрын
Thoughts on the potential of $PYPY?
@FearIess1221
@FearIess1221 2 ай бұрын
This is great information!
@stevetop5970
@stevetop5970 2 ай бұрын
How about a value growth ETF for uk investors?
@CynthiaArmstrong7
@CynthiaArmstrong7 2 ай бұрын
? ? How does FDVV compare to SCHG AND FTEC?
@CIAragDe
@CIAragDe 2 ай бұрын
I bought SCHD 11/04/2021 and then again 9/15/2023 and have 11.92% gain. SCHD has been okay I guess with the dividends paid.
@PastryChef321
@PastryChef321 27 күн бұрын
Hello, could you share the source of the rist analysis at 11:20? Thank you
@ACP-786
@ACP-786 2 ай бұрын
VOO (in 401K) / SCHG & SCHD (in Roth) / 10-15 stocks (in Brokerage ac)
@hiphopjewels
@hiphopjewels Ай бұрын
Right now the 3 Fund is SPY/QQQ/SCHD with a dash of VYM. I'd like to see a video where you compare SCHD with VYM instead. Schwab vs. Vanguard instead of Schwab vs. Fidelity. VYM has had some real nice growth lately.
@bernardojunqueira2392
@bernardojunqueira2392 Ай бұрын
Great video. I´m very new to this investment/ETF world and I learned a lot from this video. I'm already setting goals and planning strategies based on what I've learned here. Subscribed! Thank you!
@michelleann10000
@michelleann10000 2 ай бұрын
Broncos? You from CO? Love your videos, Professor G
@CalvinBeau
@CalvinBeau 2 ай бұрын
This was one of the best videos that I have seen. I think you are awesome.
@NolanGouveia
@NolanGouveia 2 ай бұрын
I appreciate the encouragement Calvin! Thankyou!
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