What You May Have Missed This Week...
SCHD vs. DGRO, under-the-radar dividend ETFs and the best emerging markets ETF to go with the S&P 500.
In addition to the regular posts here on Substack, I also publish ETF research and notes over on my blog, ETF Focus on TheStreet.
In case you wanted to catch up on the latest research above and beyond what you’re reading here, this is a quick list of some of the most recent articles from the blog!
SCHD vs DGRO: Analysis & Comparison of Two Top Dividend Growth ETFs
The dividend ETF market is getting pretty competitive, with two candidates standing out in particular thanks to a combination of low fees, good dividend growth, and quality metrics: the Schwab US Dividend Equity ETF (SCHD) and the iShares Core Dividend Growth ETF (DGRO). The ultimate decision of which dividend ETF is best for you as an individual investor should always be based on your risk tolerance, investment objectives, and time horizon. Still, if you're looking for an article that sums it up, I have you covered here.
Uncovering Hidden Gems: 5 High-Performing Dividend ETFs That Are Overlooked By Investors
You're probably already familiar with the largest and most popular dividend ETFs. Most of them come from one of the big three issuers as Vanguard, State Street and BlackRock manage nearly 60% of all dividend ETF assets. That means that the other roughly 150 dividend ETFs are fighting for scraps. It's a shame too because there are a number of funds that have really good strategies and track records that investors may not know even exist. The big issuers suck the air out of the room and leave many underappreciated ETFs hiding in the shadows. It's time to help change that!
Which Emerging Markets ETF Pairs Best With The S&P 500? It's One That You Might Not Have Even Heard Of!
Since the beginning of 2008, the iShares MSCI Emerging Markets ETF (EEM) has managed a total return of 6%. No, that's not a typo. More than 15 years of investing with virtually no return to show for it! During the same time frame, the SPDR S&P 500 ETF (SPY) gained 281%. That's not exactly a ringing endorsement for investing in emerging markets, but that doesn't mean investors shouldn't still be doing it. They provide great diversification benefits, different risk/return profiles and currently some incredible value.
DGRW: The Best Dividend Growth ETF You're Not Investing In
The WisdomTree U.S. Quality Dividend Growth ETF (DGRW) is a terrific, albeit slightly underrated, dividend ETF. I say underrated because the ETFs that utilize dividend growth as part of their strategy, such as VIG, DGRO, SDY and NOBL, average about $30 billion in AUM a piece. DGRW has a very respectable $8.4B, but doesn't get nearly the attention that the others do. DGRW targets dividend-paying stocks that display both quality and growth characteristics.
VIG: Unlocking A Great Dividend Growth Investing Strategy
The Vanguard Dividend Appreciation ETF (VIG) has long been a target of dividend growth investors. It's one of the largest & most liquid dividend ETFs in the marketplace and its rock bottom 0.06% expense ratio is among the cheapest you can find. VIG's looser criteria allows for a bit more growth-oriented portfolio as evidenced by the inclusion of Microsoft and Apple as the top two holdings.
SPHD: A High Dividend Yield ETF That Comes With Volatile Returns
The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) is one of my favorites, although it's also one of the most polarizing. I say that because in any given year, it's either a top 10% performer within its peer group or it's a bottom 10% performer. While the words "low volatility" are in the ETF's name, it's important to think of SPHD as a high yield fund first with a low volatility tilt.