Schwab US Dividend Equity ETF

SCHD

Market cap $75.8B

A golden yield-and-growth combo is something most investors assume they'll rarely find. Defensive income machines keep quietly compounding at double-digit rates. This trio could change how you think about dividend ETFs.

SCHD remains a great dividend Buy despite the recent uptrend, thanks to the diversified sector exposure and the richer yields/payout growth compared to the wider market. The top holdings, notably BMY and VZ, offer discounted valuations and resilient dividends, with ongoing portfolio/operational renewal supporting future capital appreciation. The increased energy sector exposure at 20.44% introduces volatility risk due to ongoing spot price moderation and Venezuela risks, but a possible rebalancing may offset these headwinds.

Investors, especially retirees, seek a lifetime of passive income to get them through their Golden Years.

The Vanguard S&P 500 ETF can be a core investor holding. The Vanguard Growth ETF, Invesco QQQ Trust, and Global X Artificial Intelligence & Technology ETF are great ways to invest in tech leaders and AI stocks.

For most investors, this is a game to stick in for the long haul. That includes novice investors with decades ahead of them before they clock out for the last time and even retirees.

WisdomTree U.S. LargeCap Dividend Fund ETF (DLN) offers a compelling alternative to SCHD for dividend investors seeking growth participation without sacrificing defensiveness. DLN's methodology favors absolute dividend dollars and broader sector exposure, enabling greater upside in growth regimes and resilience during drawdowns. DLN's tech-heavy allocation, focused on cash-rich mega caps, positions it to benefit from AI-driven secular trends while maintaining dividend discipline.

After spending decades working hard and saving, retirees want their portfolios to get them through.

The popularity of exchange-traded funds (ETFs) has changed investing today. With over 4,000 U.S.

Dividend investing is increasingly vital amid higher rates and inflation, offering passive income and wealth compounding for retirement. Anchoring a portfolio with quality dividend ETFs like SCHD, FDVV, or CGDV can provide reliable income and potential outperformance. Combining high dividend growers (e.g., V, MA, WM) with stable high-yielders (e.g., VZ, O, ADC, STWD) balances growth and income.

A handful of dividend-focused exchange-traded funds have logged very different performances of late. Given the differing nature of these ETFs' underlying indexes, however, this performance disparity shouldn't be surprising.