Investing Experts Dividend ETF SCHD gains momentum, but is it worth buying?
Apr 29, 2025
An intriguing discussion unfolds around the rising interest in the SCHD dividend ETF amid shifting market dynamics. The hosts delve into the reasons behind its recent momentum and evaluate market context. They pose essential questions about the viability of SCHD as a long-term investment. Additionally, the conversation touches on the challenges SCHD faces, including a downgrade in ratings. Listeners are encouraged to reflect on their own investment strategies in light of these insights.
AI Snips
Chapters
Transcript
Episode notes
SCHD's Surge Post Liberation Day
- SCHD ETF saw a massive inflow of $1.19 billion after April 2, 2025, called Liberation Day.
- This influx pushed its assets under management to $65.69 billion, highlighting growing investor interest.
SCHD's Competitive Edge
- SCHD attracted almost double investments compared to its competitor VIG due to a low expense ratio of 0.06% and diversified holdings.
- It holds 103 companies across various sectors, offering appealing risk management to investors.
SCHD's Dividend Quality Focus
- SCHD follows the Dow Jones U.S. Dividend 100 index, targeting high dividend yield and consistent dividend payers.
- The index selects companies with solid financial health using ratios like payout and debt to equity, ensuring quality and sustainability.