How to know if a dividend ETF is good or bad

How to know if a dividend ETF is good or bad

More about dividend growth investing:

I'm not a financial advisor and the content discussed today is merely my opinion and intended only for your entertainment. The content expressed in this video should not be considered as professional financial advice. Some of the links above are affiliate links and come at no cost to you.
#DividendGrowthInvesting

[RS-lwcd]

Whether a dividend ETF is good or bad is subjective. It depends on a person's criteria of what they want out of a dividend ETF. Some want high yield. Some want a high CAGR dividend (dividend growth). Some want monthly dividend payouts. Some want high total return (capital appreciation and dividend growth). So, it depends on the person's criteria.

[kishannayak]

My Simple Path to Wealth is SCHD + SCHG. These two ETFs have great synergy and consistently beat the market every year (good and bad). I’ll be reallocating towards more SCHD later in life.

[ChuckConnNYC]

Wonderful video; anyone investing should understand what they are buying, you did a great job explaining some fundamentals here

[trial]

Great video. A general question based on your prior videos: Would a 70:30 split in SCHD and DGRO always keep up with inflation?

[Alphahydro]

I look at expense ratios like I look at putting gas in my car to drive to work. If you want to make money, there's no way around it.

[DuffyJ]

I've got SCHD/SPYI/DGRW. The goal is the same as most, passive monthly income so I can eventually have it replace my full time job. Thanks for the video.

[FIREWeGo]

Great video and great tips for screening an etf... also love the shaving cream video at the beginning!😂

[charlielipthratt]

Thanks, Jake. Appreciate the basics spelled out in a simple way. It helps me to have a few fresh discussion points with my daughter.

[Regr]

Great video for me as educational video and as a tool to teach my 20 years old son and daughters about investing
God bless you and your family!

[markgeyer]

Subscribed for the meme videos 😂 kidding. Very informative! Thank you so much.

[eplugplay]

SCHD + DGRO + VOO Are my core holdings. Looking for a 4th and thinking of adding VGT as I love technology for the future.

[ammart]

Thank you, this will help me select the right ETF for me in the near future. I already owns SCHD, VYM, and HDV, and looking to add more dividend ETFs

[sjsphotog]

You skipped one of the ETF types you said there was 6 but you only mentioned 5. When you said the 3td one the screen slide said#4 so missing one.

[matthewfarrell]

Another good video. Being an aussie, my core will be growth etfs etc. But for my satellites, i want at least half of them with a VHY and SCHD combo. SCHD is there for diversification into US dividends and currency, and VHY because the Aussie stock market is a dividend investors utopia. 6% returns, that grow, and thanks to my tax bracket and franking credits, its becomes over 7%.

I enjoy this all way too much lol

[deezy]

Hey Jake. I was lookig to book a 1 on 1 appointment to review my portfolio and I was curious about some things.

1. Is it a video call?
2. How would I show you my portfolio so we could go over everything?
3. Do I need to download an app for us to have the review?

[Bur]

Great info..
Random question. If I have a decent amount tied up in cds, would your non financial advisor opinion be that I’d be better off taking the money out of cds and investing instead or leave some in the cds? Thank you. I’m getting about 4.7% on the cds. I’m sure I’d be better off getting double that invested into my portfolio instead?

[johnbeeck]

Not sure i understand your point on fees - if you look at total return it includes fees... SCHG also has 34% of it's investments in just three stocks - very high risk...

[CalmerThanYouAre]

Great content! I always look at total return vs VTI. Then Sortino ratio (risk-adjusted return metric). If it doesn’t come close to matching or beating the market, then it better give me a better risk adjusted return through its underperformance.

If everyone back tested their strategies they’d typically find just holding the market and selling shares as needed to the tune of 4% beats just about every other strategy over multiple decades. Choosing other funds ends up having the same underperformance drag effect of the high fees you warned about early in the video. You’re charging yourself the high fees…

[Econalytic]

Impressive growth, did you transfer assets from a new account or start investing only 5 years ago?

[hallpaintandbody]

Due to health issues, I'm not working. I took an loa. Could I roll over my 401k into my roth ira, while still being employed?