Never Underestimate SCHD’s Total Return Potential.
One thing I find fascinating about $SCHD is that it doesn’t have to win every bull market. Lower highs paired with higher lows can compound into returns similar to the broader market over the long run, while often holding up better when fear takes over. With no Magnificent Seven holdings and relatively little direct exposure to AI, software, and the broader tech sector, $SCHD provides a different source of returns than the areas that have dominated the market in recent years. That’s one reason I like owning it alongside growth rather than instead of growth. $SCHD YTD Total Returns now over 23%
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8 Comments
TJ @tj314 · 16d
Schd's dividend growth is really good. When people talk about schd it's all about dividend growth and less about price appreciation.
Roopak @roovesting · 16d
I held it when it was in its lows, sold it when it just started picking up. Same story for SPMO, held it when it was bleeding and sold it after losing convection. They both are doing well now. I guess All in ones are the best for me. Best of both worlds.
Brett @birdmanbrett · 16d
Personally I don’t think it’s worth it. Over the past 5 years $VOO has returned 83% $SCHD has returned only 58% and $SPMO 151% It has drastically underperformed the market and pretty much always has except for shorter runs. Whereas $VFV is beaten by $XDIV over the past 5 years so it makes more sense to hold it.
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