If the extended market holdings of FSKAX outperform. of VYM&39;s 456 holdings also in SCHD. Pick any two stocks and find out how much money each would've made you had you purchased them at the same time. FSDIX is a Allocation All-In-One fund, while FXAIX is a US Stocks Large Blend fund. 13 SCHD 20. The others are a good match though as. Both SCHD and VOO are ETFs. A large fund by itself doesn&39;t mean it&39;s a good fund, but it is one. The Fund invests at least 80 of its assets in common stocks included in the Index. FSSNX - Small-Cap Index Fund. Over the past 5 years, SCHD has a 5-year dividend growth rate of 13. dvisor published a Summary for SCHD with price predictions. Tomrrow comes. Dividend Equity ETF. 06 per year expense ratio, while currently boasting a higher dividend yield than VYM (3. The 7. Current and Historical Performance Performance for Schwab U. The Fund may lend securities to earn income and uses statistical sampling techniques in stock selection. FZROX collected 267K (0. May 4, 2023 Goal FXAIX aims to replicate the performance of the S&P 500 Index, just like VOO. The fund stands out for its low operating costs, carrying one of the lowest expense ratios at 0. I am sure folks will point out of overlapping tech and growth company exposure in this mix, which I am perfectly fine with. Add a Comment. I thought FZROX was the zero fee version of FSKAX since theyre both total market funds whereas FXAIX is the S&P500 index. Once I retire or need money I sell growth stock to support me. Smallmid cap makes up about 20 of the domestic stock market. AI Portfolio Manager. If FXAIX does well, FSKAX will also do well. in this down turn, SCHD held up it's value pretty well compared to other popular investment pre-January and it's div has held up as well. They have similar dividends. I used to do it, I changed to FGCKX and added bonds and international stock. Because tech stocks often. Analyze the Fund Fidelity &174; 500 Index Fund having Symbol FXAIX for type mutual-funds and perform research on other mutual funds. This is due to the superior growth of SCHD and the negative growth of QYLD. 04 and VOO having an expense ratio of 0. FSKAX or FZROX for Financial Independence. Rough composition right now is 70 in VTI, 15 in VXUS and 15 in SCHD. stock market investing in stocks of selected large-cap and mid-cap U. However its Dividend yield is over double and and its dividend CAGR is over double. If you scroll down to the bottom it shows dividend income for each one. If you are planning to trade these instruments, check Outlook charts and News, Long and Short term analysis based on Technical and Fundamental data. With ETFs on schwab you must purchase full shares , VOO cost approx 420 so if you for. This year alone, investors. Bogleheads are passive investors who follow Jack Bogle&39;s simple but powerful message to diversify and let compounding grow wealth. It invests between 50 and 75 in equities, depending on market conditions, with the. I am sure folks will point out of overlapping tech and growth company exposure in this mix, which I am perfectly fine with. Pick any two stocks and find out how much money each would've made you had you purchased them at the same time. 8 billion market cap. Another difference is that FXAIX has a slightly lower expense ratio than VOO. 27 vs SCHD 0. May 28, 2019 Location Montana Should I hold SCHD in my Roth by Mtangler25 Tue May 28, 2019 624 pm Greetings, I currently have three funds in my Schwab Roth, the overall account value is around 7,000. QQQ tracks the non-financial stocks that make up the NASDAQ-100 Index, whereas VOO is meant to track the S&P 500. Dividend ETF (SCHD), Growth ETF (VUG or SCHG), REIT ETF (VNQ or SCHH), S&P 500 Index ETF (SFY or VOO), and Nasdaq 100 ETF (QQQM) is the ETF mix I like. VXUS - The Holdings. Discover historical prices for FXAIX stock on Yahoo Finance. 0 of SCHD&39;s 104 holdings also in VYM. In theory they should be damn near exactly the same. As a result, QQQ is much more heavily exposed to the tech sector and large-cap. However, my first portfolio purchase was FXAIX Fidelitys S&P 500, so technically my proxy benchmark is about 3. PLAY 53. The question is whywhether you want to hold SCHD in the first place when it has the same expected return as SCHB but less diversification. VYM is more of a blanket high yield approach; SCHD vets more for quality. They have similar dividends. 66 per share in the past year. FXAIX holds 6. Not only does SCHD have higher total return and yield than VDIGX, it has a lower expense ratio (VDIGX 0. With an expense ratio of 0. Voo in the 401k and SCHD in the ira. Best combination of cash flow to total debt, return on equity, dividend yield and 5-year dividend growth rate. Time periods greater than 1 year are annualized. PLAY 53. With the way the economy is atm want to be further diversified. Compare ETFs VOO and SCHD on performance, AUM, flows, holdings, costs and ESG ratings. Stocks & ETFs, MFs & FOREX. Topic Author. SCHD is long term hold. The top 10 holdings in accounts for 30. 25) is one of the most consistent dividend producers out there. Compare ETFs VOO and SCHD on performance, AUM, flows, holdings, costs and ESG ratings. I can invest about 2000week and I'm trying to decide if it's SCHD or FXAIX. However, the Total Market fund (FSKAX) has much lower net assets under management than the SP500 (FXAIX). Compare fees, performance, dividend yield, holdings, technical indicators, and many other metrics to make a. 0), and, per the fund website, a focus on "on the quality and sustainability. 06 of the 408MM gain in NAV) Also, I'd be suspicious of the claim that they avoid small caps becuase of the lending volume. 100 50 75 125 150 175 Zoom 1D 1W 1M 3M 6M YTD 1Y 3Y 5Y 10Y 15Y 20Y Nov 21, 2023 Nov 21, 2023. Historically, this tends to give VYM lower volatility and higher yield, while SCHD delivers a. Jul 21, 2023 SCHD matches that 0. 06 per year expense ratio, while currently boasting a higher dividend yield than VYM (3. large-cap stocks. 03 annually The cumulative performance difference between these two funds has been just over 1. VOO has a higher price per share yield than VTI, but it also costs 172share more to buy VOO, so you can buy fewer shares for the same amount of money. 60 billion SCHD follows the Dow Jones U. The chart below displays the growth of a 10,000 investment in both assets, with all prices adjusted for splits and dividends. Review and Compare DIA. Stay the course, FSKAX is a more diverse portfolio option that provides you exposure to mid and small cap companies which can outpeform large cap during certain periods. VOO is a Vangaurd ETF that also is designed to track the S&P500 index. SCHD has an expense ratio of 0. This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months Zacks Rank. large-cap dividend value stocks while VOO cuts across both growth and value U. For further information, check out FSPGX vs FXAIX. Dividend Equity ETF (SCHD) 76. The notable difference is in the percentage held of each of the top 10 companies (the ZERO fund is. For further information, check out VOO vs FXAIX. You would notice that SPY and IVV s top holdings are more similar. 79 vs 5. Large-Cap ETF SCHX; Schwab S&P 500 Index SWPPX;. Today's article considers holding two low-cost ETFs from Schwab, SCHG and SCHD, in various combinations as an alternative to an S&P 500 Index ETF like SPY. Fund size is a good indication of how many other investors trust this fund. MANU. Dividend Equity ETF on Yahoo Finance. ALOT of people do it. (100-1 dividend) Dividend 1 gets credited to you. Stay the course, FSKAX is a more diverse portfolio option that provides you exposure to mid and small cap companies which can outpeform large cap during certain periods. VOO is a Vangaurd ETF that also is designed to track the S&P500 index. FXAIX, FSMDX, & FSSNX. 9 is a little better but is still really low. Since SCHD's 1st full year. Compare ETFs SPLG and VOO on performance, AUM, flows, holdings, costs and ESG ratings. Yes, Im heavily invested in the SCHD ETF in my taxable brokerage account. dollar denominated investment-grade bonds. 73 per share dividend. Both FEQIX and SCHD have a similar number of assets under management. Essentially the remaining 290 holdings make up a little over 50, which are also large technology related companies. 31 (SCHD) vs. 3 (over a dozen year timeframe). Overlap by Weight. dividend stocks and had at least one share class that earned top Morningstar Medalist Ratings of Silver. Strong Buy. Youre reading a free article with opinions that may differ from The Motley Fool. Dividend yield 1. The Total US and Total International pay dividends around 1. Why hold 2 ETF&39;s (FXAIX and FSKAX) that are both geared towards replicating the market FXAIX is a total market FSKAX is the 500 index If you look at the holdings for each etf and look at the respective weights, then you will see they are almost the same. SWPPX vs VOO; SWTSX vs VTSAX; SCHD vs SPHD; SCHD vs DGRO. For low costs, few index funds on the market beat FXAIX. 31 -16. Depending on OPs income his tax on qualified dividends could be 0. When it comes down to it, both VOO and FXAIX. VXUS is VERY diversified. 46 -0. VOO is the S&P 500. Here they are side by side. FXAIX has 224 Billion in assets under management, while SCHX has 19 Billion. Dividend Equity ETF (NYSEARCA SCHD) is one of the least-expensive options to consider. 04 and VOO having an expense ratio of 0. SCHD - Performance Comparison. 1. Key Characteristics of SPY and SCHD. 15 of a difference of 7. I'm 32 yo male. Easily find all U. For low costs, few index funds on the market beat FXAIX. Vanguard Dividend Appreciation Index Fund ETF (VIG) 162. FZROX is billed by Fidelity as a "total market" index fund, and according to Morningstar contains the "total-market" proportion of mid- and small-cap stocks, but it. When it comes down to it, both VOO. 5 stars. Both FXAIX and SCHX have a similar number of assets under management. This ETF is linked to the FTSE High Dividend Yield Index, which offers exposure to dividend. SCHD currently pays a dividend of 2. I have both in. Research DGRO iShares Core Dividend Growth ETF. large growth category. This is because they report their holdings on a daily basis whereas VOO only reports holding updates on a monthly basis. All 3 pay dividends and you can have yield on cost increase with all of them through the years. 9 when adding. VYM is more of a blanket high yield approach; SCHD vets more for quality. The fund&39;s distribution has grown at a 5Yr CAGR of 8. The main reason I chose SCHB over VTI was they both were seemingly identical in regards to return rate and I was able to avoid paying a transaction fee for VTI, but my brokerage firm has since removed the transaction fee for Vanguard. A positive alpha means the fund has outperformed the index on a risk-adjusted. The dividend isn't high enough to justify its underperformance. 06, while both VOO and VTI are cheaper with an expense ratio of 0. I am 25 years old so I am comfortable with high exposure to equities. 04 fee might result in your portfolio losing half its value. Offered By Charles Schwab; Tracks Dow Jones U. In the year-to-date period, JEPI achieves a 9. Morningstar rates VDIGX historic risk as Low and SCHD historic risk slightly higher but still Below Average. The Vanguard 500 Index Fund Admiral Shares charges an annual expense ratio of just 0. But since i&x27;m trying to retire with such a short time horizon i&x27;m looking at going 100 into one or the other. The table below compares many ETF metrics between SCHD and SCHX. VYM is more of a blanket high yield approach; SCHD vets more for quality. But since i&x27;m trying to retire with such a short time horizon i&x27;m looking at going 100 into one or the other. Another difference is that FXAIX has a slightly lower expense ratio than VOO. In this example, the stock market in 2009 was at. Simply put, other large-cap growth ETFs may be better for passive investors. However, this is not a meaningful difference. dividend ETFs in the market. 71 -0. Since you asked what would be the best for dividends, SCHD is the one that specifically focuses on dividends. Any broad fund that tracks US large-caps like FNILX or FZROX mixes non-dividend payers and dividend payers. 83 return, which is significantly higher than SCHD&39;s 4. For instance, SPY is an ETF, whereas FXAIX is a mutual fund. SCHD shareholders have seen the ETF increase its dividend payout for 12. Key Characteristics of SPY and SCHD. Technology stocks have performed well over the last decade. Minafi categorizes both of these funds as large funds. Long term, FXAIX has had slightly higher returns than FZROX, but it&39;s more a question of what you want, and there&39;s almost no real diff between them. May 12, 2023 Why we chose it Fidelity 500 Index Funds (FXAIX) low cost makes it one of the least expensive S&P 500 index funds. The yield for SCHD fluctuates between 2. The extremely low expense ratio makes it an. In short, it's as good as the best of Vanguard's funds and there's no reason to sell it if it will trigger cap gains taxes. These two Fidelity index funds have the same low expense ratio (0. It&39;s during bear markets (2022) that people flee to boomer value stocks that comprise SCHD VYM. Originally launched in 1988, FXAIX is an S&P 500 index fund that currently manages around 380 billion in assets, a significantly higher amount than similar competitors. These two Fidelity index funds have the same low expense ratio (0. Fund Size Comparison. Value suffered over basically the decade 2010-2020 and SCHD is effectively large cap value. QQQ is heavily weighted towards Information Technology. Since the inception of SCHD, it has performed right around the same as VOO, but as the Covid pandemic hit and the 2022 down market, the value aspect of SCHD has risen, giving it a slight edge over VOO. 4 SCHD, and my other proxies between 1. 00 5. Sep 12, 2022 SCHD and VYM are two of the largest, most well-known U. SCHD vs VOO with dividends reinvested Jan 2012-Dec 2021. Jun 16, 2023 The Schwab U. Discover historical prices for FXAIX stock on Yahoo Finance. Since then the two funds have performed identically, with a difference of just. I guess FXAIX has an expense ratio of 0. They're both super broad ETFs with incredibly low fees. If you don&x27;t want to pick individual stocks, then choose a couple more ETFs that don&x27;t have a lot of crossover with SCHD. Aug 25, 2021 FNILX vs FXAIX. 06, while both VOO and VTI are cheaper with an expense ratio of 0. VTI and VOO both yield 1. It is a "passively" managed mutual fund designed to track the S&P500 index. Total Stock market and holds over 3,000 stocks. 015 while SWPPX is very slightly more expensive at 0. FZROX is billed by Fidelity as a "total market" index fund, and according to Morningstar contains the "total-market" proportion of mid- and small-cap stocks, but it. In the year-to-date period, JEPI achieves a 9. Currency in USD Follow 2W 10W 9M 165. The Short Answer. 015, which is one of the lowest in the industry. It&39;s during bear markets (2022) that people flee to boomer value stocks that comprise SCHD VYM. I'm thinking of putting 30k into SCHD, VYM, and DGRO and then 25k into FXAIX and then continue adding over time. 6 versus VYMs 3. If you&39;re aiming to build a diversified, low-fee, tax-optimized portfolio you likely won&39;t be choosing between these two funds since they&39;re different enough. in this down turn, SCHD held up it's value pretty well compared to other popular investment pre-January and it's div has held up as well. Somewhat ironically, right now, SCHD has a higher yield than the high-yield-focused VYM, with a yield of 3. 20 vs. FXAIX has been around since 1988 and has had an average annual return of 11. QQQ is basically US large cap growth. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund"s primary benchmark, the Standard & Poor"s 500 Total Return Index (S&P 500 Index) and (2) through equity-linked notes (ELNs), selling call options with exposure to the S&P 500 Index. Others say that&39;s fine because the dividends are qualified. Fidelity ZERO Total Market Index Fund (FZROX) is also an acceptable choice for investing in. 04 and VOO having an expense ratio of 0. The Vanguard S&P 500 ETF (VOO) is less expensive than 96 of rival funds. 83 return, which is significantly higher than SCHD&39;s 4. FGRIX is Fidelity's growth & income fund, with a higher fee. Here they are side by side. The key is save and invest, buy and hold. 13 SCHD 20. Though all three of these funds are highly liquid and very popular, Vanguard's VOO and VTI are much more popular than SCHD with over 550 billion and 900 billion in assets, respectively, compared to about 36 billion for SCHD. SCHD looks most like VYM, which shouldn't be surprising since they both use dividend yield as a major factor in stock selection, but less than 23 of SCHD's components show up in DGRO. Below is the comparison between. FXAIX (S&P 500). 21 of IVVs total net assets. Would the dividends be better from SCHD or is it better to have an index that simply tracks the market for Roth Any advice will help. You aren't missing anything. Expense ratio. Would the dividends be better from SCHD or is it better to have an index that simply tracks the market for Roth Any advice will help. The best stock comparison tool in Galaxy Pick any two stocks and find out how much money each would've made you had you purchased them at the same time. rFidelity 3 yr. Fidelity&39;s Large Cap ZERO fund is arguably the closest to its most comparable index, the S&P 500. Dec 27, 2023. 03 vs 0. It's just personal advice but if I were you, I like to distribute 50202010 (Large Cap growth, Tech, International, Mid Cap Growth). Net expense ratio 0. Holdings. First, its simple. Expense is higher than an index but so is the returns. Stocks & ETFs, MFs & FOREX. SCHD is 19 technology, while VOO is 36. If the dividend goes higher than 4, the stock usually isn't growing too much or is stagnant. FEQIX has 5. The best stock comparison tool in Galaxy Pick any two stocks and find out how much money each would&39;ve made you had you purchased them at the same time. FXAIX profile The Fund seeks a total return which corresponds to that of the S&P 500 Index. Jan 26, 2023 One of the biggest difference is that VOO is an exchange-traded fund (ETF), while FXAIX is a mutual fund. Fidelity ZERO Total Market Index Fund (FZROX) is also an acceptable choice for investing in. Both are low-cost funds, with VTSAX having an expense ratio of 0. The ETF tracks the Dow Jones U. In an earlier article on the Schwab US Dividend Equity ETF (SCHD),. Payout Change. The 7. Both FXNAX and FBNDX are mutual funds. SCHD leans into industrials (around 17. AI Pattern Search Engine. Why we chose it Fidelity 500 Index Funds (FXAIX) low cost makes it one of the least expensive S&P 500 index funds. 90 vs 0. ago I would say just stick with FXAIX if you&x27;re in a Roth IRA. large-cap dividend value stocks while VOO cuts across both growth and value U. 00 Access Premium Tools Use the Fund Comparison Tool, on MarketWatch, to compare mutual funds and ETFs. Dividend CAGR is extremely underestimated. 015 447. ddm4 pdw suppressor installation, jessica rhea ford obituary
08 -3. . Schd vs fxaix
Purchase VOO at any online broker. There are many ways to purchase VOO, like Vanguard or M1 Finance. First, its simple. VOO is the S&P 500. 1 yr. Fidelity 500 Index Fund (ticker FXAIX) 0. 66 per share over the past 12 months, which gives the ETF a dividend yield of 3. Bought in on Tesla at 505 in March. 35 which is on the higher side. I&39;m personally long S&P 500 (FXAIX), Nasdaq-100 (QQQ) and total international (VXUS). So it&39;s because over time you&39;re expecting to make a lot more from SCHD in total return AND income stream. Number of Stocks held 506. FEQIX has 5. There isn't any set rule but I plan to as I get more older put money into value (SCHD) instead of growth since. Re FZROX vs. 1, making it the winner from a dividend yield perspective. FXAIX has a 0. Schd has seen similar performance to the S&P 500 recently. With an expense ratio of 0. 1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. With ETFs on schwab you must purchase full shares , VOO cost approx 420 so if you for. The yield for SCHD fluctuates between 2. Number of Stocks held 506. 5 on an annualized basis. FSMAX - Extended Market Index Fund (currently mid cap value) seeks to provide investment results that correspond to the total. You aren&39;t missing anything. VYM's top 10 holdings make up 24. Benefits of FXAIX As a mutual fund, FXAIX offers investors a convenient way to invest in a diversified portfolio of large U. 1 (Figure 5). This is because they report their holdings on a daily basis whereas VOO only reports holding updates on a monthly basis. 03 expense ratio. Same thing goes for countries, only Japan seems overweight with a 15 exposure. Fund 1. 5 blended yield in equal amounts. SWPPX has a lower 5-year return than VOO (10. I have a stupid rule but my age into valuedivbonds and rest into growthblend. However, this is not a meaningful difference. It is a foundation investment for me. 10 of the fund Wait till you see SCHY. 10 of the fund Wait till you see SCHY. You have 1 share. 60 billion SCHD follows the Dow Jones U. 46 (-0. 5 (all time highs) and 4 (market lows), the key "safespace" for a company dividend outside of a REIT. FXAIX is a Large Blend ETF. May 5, 2020 TSM - 3500 stocks but the extra 3000 stocks account for only 15 of it&39;s value. The primary difference between VTSAX and VOO is that VTSAX is an index fund while VOO is an Exchange Traded Fund (ETF). 08 -3. I'm trying to get out in 2027 or 2028. 1 yr. 1 yr. The main reason I chose SCHB over VTI was they both were seemingly identical in regards to return rate and I was able to avoid paying a transaction fee for VTI, but my brokerage firm has since removed the transaction fee for Vanguard. I like SCHD but I&39;ve heard conflicting views on using it for a taxable account. Dec 28 Dec 29 2012 2014 2016 2018 2020 2022 50 55 60 65 70 75 80 Zoom 1D 1W 1M 3M 6M YTD 1Y 3Y 5Y 10Y 15Y 20Y Dec 28, 2023 Dec 29, 2023. Both of. For further information, check out VOO vs FXAIX comparison details. However its Dividend yield is over double and and its dividend CAGR is over double. I'm trying to retire, so absurdly aggressively but I can't decide which fund to go all in on. Annual Expense Fee 0. 09) Advertisement Fidelity 500 Index (FXAIX) Nasdaq - Nasdaq Delayed Price. SCHD vs VOO with dividends reinvested Jan 2012-Dec 2021. This may give the appearance that SCHD is more diversified. SCHD vs. 28 Billion in assets under management, while SCHD has 11. When it comes down to it, both VOO. Both FXNAX and FBNDX are mutual funds. Apple pays a. VIIX and VOO are almost identical investments. However SCHD may be better in non taxable anyway as his income might rise and switching out of taxable SCHD could cause capital gains taxes in that case. Discover historical prices for FXAIX stock on Yahoo Finance. Since SCHD&39;s 1st full year. Running both of these funds through Minafi's FI Score algorithm , gives FYAIX a score of 8 and SCHD a. Schd has seen similar performance to the S&P 500 recently. Or pretty close to that. The two options Im looking at is VOO or FXAIX. DGRO 144 total return With a 1 higher yield, DGRO would be superior in a taxable account. Dividend Equity ETF (SCHD -0. All my Roth IRA is in it. Assuming you reinvest dividends, you just end up with more share that are worth less. Access Premium Tools. The main difference between FNILX and FXAIX is the index they track. Is there something about this fund. 66 per share over the past 12 months, which gives the ETF a dividend yield of 3. 08 -3. However SCHD may be better in non taxable anyway as his income might rise and switching out of taxable SCHD could cause capital gains taxes in that case. Aug 25, 2021 FNILX vs FXAIX. I would consider adding an international fund as well, such as FTIHX, FZILX, or VXUS. Advertisement Fidelity 500 Index (FXAIX) Nasdaq - Nasdaq Delayed Price. It doesn&39;t include any non-dividend payers. Hello Bogleheads, These two Fidelity index funds have the same low expense ratio (0. Overlap by Weight. But since i&x27;m trying to retire with such a short time horizon i&x27;m looking at going 100 into one or the other. of DGRO&39;s 420 holdings also in SCHD. Dividend Equity ETF (NYSEARCA SCHD) is one of the least-expensive options to consider. Depending on OPs income his tax on qualified dividends could be 0. Both IVV and SCHD are ETFs. 06, or 6 for every 10,000 invested. SCHD - Performance Comparison. SWTSX 65. 30 return and FXAIX slightly higher at 24. Fund size is a good indication of how many other investors trust this fund. 06, while both VOO and VTI are cheaper with an expense ratio of. If you&39;re aiming to build a diversified, low-fee, tax-optimized portfolio you likely won&39;t be choosing between these two funds since they&39;re different enough. FZROX is billed by Fidelity as a "total market" index fund, and according to Morningstar contains the "total-market" proportion of mid- and small-cap stocks, but it. In addition, FXAIX has a lower expense ratio than SPY (0. SPY vs. My logic is to buy FXAIX, because its cheaper and I can buy more shares with the same amount of money. Price as of DEC 29, 0500 PM EST. JEPI is the JPMorgan Premium Equity ETF. SWTSX 65. 0, slightly above the market&39;s 1. Nothing that you would have to go and pay. -listed equity ETFs with significant exposure to a particular security. 98 0 1D. However SCHD may be better in non taxable anyway as his income might rise and switching out of taxable SCHD could cause capital gains taxes in that case. (100-1 dividend) Dividend 1 gets credited to you. FXNAX has a lower 5-year return than FBNDX (0. FXAIX's dividend yield, history, payout ratio, proprietary DARS rating & much more Dividend. It is a "passively" managed mutual fund designed to track the S&P500 index. Stocks & ETFs, MFs & FOREX. There's nothing wrong with SCHD At 33 years old, I hold FXAIX (S&P 500) in my 401k as it's the cheapest fund offered to me. They're both plenty diversified and their performance is going to be extremely similar. 3 (over a dozen year timeframe). 36 MANU ARBK 4. SCHD has paid an annual dividend of 2. Benefits of FXAIX As a mutual fund, FXAIX offers investors a convenient way to invest in a diversified portfolio of large U. Minafi categorizes both of these funds as large funds. The year-to-date returns for both investments are quite close, with SPY having a 24. JEPI is the JPMorgan Premium Equity ETF. 93K Follower s Follow Summary To diversify your dividend income portfolio, I suggest a three-pronged approach that focuses on dividend growth, dividend quality and high yield. Just looking for some thoughts. Dividend 100 Index. You do better with a better-curated SCHD. For VOO that is currently 362. Greetings, I currently have three funds in my Schwab Roth, the overall account value is around 7,000. Still doesn't change the fact that VTI has outperformed SCHD since 2012 if we're comparing the 2 funds. 06; Holds 103 Stocks; High Yield Dividend ETF SCHD vs VOO Performance. SWPPX has a lower expense ratio than VOO (0. Stocks & ETFs, MFs & FOREX. ago Why not both Put some in SCHD, then pick a few individual stocks you like. . the last airbender full movie download in hindi