My 3 biggest holdings: $SCHD $FDVV & $VYMI
High yields, quality screens & income focus — but how do they stack up vs each other & the S&P 500 since inception?
Thread on overlap, dividend growth, total returns & CAGR.
Do you hold any of these? 👇
My fave time of year is coming around the corner again, my 3 biggest holding go ex-divixend:
$FDVV June 18th
$VYMI June 18th
$SCHD June 24th
They'll declare the new dividends usually the day before.
I don't do predictions, but here are some ive seen for $SCHD
@SCHDETF coming in at $0.2743 a 5.4% increase to Q2 2025
@padron_elvis coming in at 0.268 a ~3% increase to Q2 2025
What are you hoping for? 😁
@RicInvestsUK Im 33, im treating $SCHD as my pension plan. That's it.
Awesome. I personally think $NVDA is criminally undervalued here. Got very lucky today and bought at 200.5!
I didn’t sell them on Friday and they’re currently back at 1.8.
When markets rip to all-time highs without a break, it might be a good idea to buy some insurance from time to time. $VIX