Why I Sold DGRO (And What I Invested in Instead)

In today’s video, I’m sharing why I made the decision to sell out of DGRO, the iShares Core Dividend Growth ETF, and invest in two alternative ETFs. If you’re a dividend-focused investor or looking to maximize income, this might change how you look at dividend growth ETFs. I’ll break down my income-focused strategy, why DGRO didn’t fit my goals, and how my new picks offer higher yields and income potential with their unique strengths.

📈 Learn how these new ETFs helped me shift toward a more income-centric portfolio.

🔔 Don’t forget to subscribe for more insights into dividend and income investing. Hit the like button if this video was helpful, and let me know in the comments if you’re sticking with DGRO or thinking about making a change!

#DividendStockpile #DividendInvesting #IncomeInvesting #DividendYield #DividendETFs #portfoliomanagement #etfs

[Manscapejr]

I sold out of DGRO like 3 months ago and have 100 shares of SCHD and SPYI love both the ETF

[northstar]

Hi Jeremy - Thanks for sharing your sale of DGRO. I have contemplated selling DGRO for quite a bit of time and today is that day -- market at an all-time high. Thanks for the nudge and your analysis of all three ETFs. DGRO wasn't a big position in my portfolio, and I already have positions in SCHD and SPYI, so will use the cash from this sale to buy more of both those ETFs. It's a good move toward a higher overall dividend yield as I am set to retire in two months. Keep the videos coming!

[rodrain]

I own both DGRO and SCHD as my core dividend positions. I then have satellite positions to boost yield and to find the occasional growth opportunity. SPYI is one of my satellite positions.

[TheDGICrab]

Wow! Didn't see that move coming! I also totally get it. SCHD is a powerhouse and SPYI so far has been an income generating machine that has maintained share price value. Great choices!

[mikeyis]

Already did that comparison and went with SCHD from the jump. Keep stacking.

[cliffordhussey]

I agree with your moves. I never bought into dgro but have established positions in Schd. I am not invested in Spyi but have setup weekly payers from Ymax, Defiance and Roundhill.

[MMT_Rod]

I am with you on selling DGRO. I’ve been waiting for the 1 year mark for each lot I sell so that I don’t pay short term capital gains. I’ve been moving the money into NPFD. It pays 10.5%, almost as much as SPYI, only all of its distributions are qualified dividends. I also believe the Fed will keep dropping interest rates and that will increase the NAVs in the credit market.

[richardjohnson]

I liked your input and analysis. You made a good case for your moves. Well done.
I own both SCHD and DGRO along with SPYI. I also owned VYM. I sold VYM as it had rearranged their holdings. Their Top 10 nearly mirrored DGRO. By selling VYM, I could have all the best in DGRO and lose a couple of holdings I don't particularly like. I put the proceeds into my SCHD, DGRO, and SPYI holdings. This move will give me better monthly and quarterly payouts. While DGRO shows more capital growth, SCHD and SPYI have better income potential. I'll stick with this mix for a while and see how we progress.
I liked your video and I'll keep your strategy in mind as we see how the future develops. Cheers

[julieanglim]

Thanks, Jeremy. Always appreciate your wisdom. I own both SPYI and SCHD!

[horizontaldad]

Jeremy as you know I enjoy dividend growth stocks but I value total return greatly. I enjoyed the video and i didn’t capture the numbers but it looks like your move also increases your total return!

[international_dividend]

To each their own - and every situation is different. I balance VUG, SCHD and DGRO as my core. DGRO, with its tech, provides better growth potential than schd at the cost of dividend yield. I view them as the perfect compliment. But what do I know - maybe VUG/SCHD split would be better and more profitable.

[Raiders_]

SCHD is good going down ❗❗❗❗ DGRO held up well specially yesterday

[evadeanu]

I also sold dgro and moved funds into SCHD and Schg.

[GhostRider-]

I was just about to buy DGRO for my non-qualified portfolio as I already hold SCHD in my Roth IRA. Now Im looking at VYM..

[loakland]

ThanX Jeremy.... This is a very good - thought proofing video.. Thank you.... I hold all (one leg of the Core Portfolio - these being the income component with an addition of JEPQ).... My biggest holding is SCHD and second is DGRO and I recently started SPYI a few months ago.... I have contemplated something like this but there is always a echo of be diversified... I like the aspect of more income as I am retired (but do not need the income per se - unless I want it for travel or other need(s) )....ThanX again for another thought provoking video.... Love your work.... Be well.... PS - Is SPYI ok to hold in a taxable account - or should it be held in an IRA...??? (I have mine in an IRA currently - but not too many shares as of yet)

[alexandrareuss]

Great video. Could you do a video about what you think about FEPI? I think you would like the etf

[CP-qgks]

I already own SCHD and SPYI sounds interesting. I’m not well versed on options so I don’t know exactly how they work so unfortunately I bought a little QYLD when that craze started and I got burned. So I’m a little hesitant about buying a fund that hasn’t been around long.
What’s your opinion on how SPYI is different/better than QYLD etc
If you’re buying SPYI I assume you think it’s a better option

[tomcooper]

This may be a good move in the future however the last two years DGRO has beaten SCHD in total return. I get why u did it given your dividend focus but if anyone is looking for capital appreciation DGRO is a great etf. I will not be selling it anytime soon.

[leoramirez]

Never sell dgro is a keeper like schd

[PieterDaniell]

Sad europeans without access to the top ETFs :(