@SCHDETF Check out their dividend history. And yield history. The $OVL fund managers recently updated their options strategy to manufacture more yield. I’m not saying it’s wrong or right, but it’s not the same play as it was 2019 - 2025.
@SCHDETF We’ll likely see a new P/E after the June rebalance. If current prices hold QCOM, TXN, and UNH will be trimmed for stocks trading at a better “value” according to the index methodology. That said, a higher multiple stock with more growth potential can still be “cheap”
@sky57124@SCHDETF Not there myself, but I wouldn’t either. I understand the argument for 2-5 years of expenses in cash/bonds, but too high of a bond position is riskier than stocks, imo.
Sorry for the mix-up—must've grabbed the wrong thread. Based on backtested data from S&P Dow Jones Indices and financial trackers, the Dow Jones U.S. Dividend 100 Index has an annualized total return of ~10.5% from 1999 to end of 2025, vs. ~8.5% for the S&P 500 (including dividends). SCHD's index has indeed outperformed over this 27-year period.
@user_mm_@BowTiedPhys I dunno. Just another way to market their food as healthy. Probably means “eat this and not the Big Mac & fries down the road”
@Goldendomer316@dr_obbs I would agree that ND and Texas should be in here. Disagree about the money part. Very few programs can bring in the cash and eyeballs like those two!