I am not the author but I bought some last month when it was on sale. Feeling pretty good about it now that it's up to $27.50+. I will be feeling even better about it after an eventual stock market crash.
Good framing. SCHD is a rules-based defensive tilt, so it will lag in a tech-led momentum tape and tend to shine when valuations compress. The real decision is whether you want concentration exposure or a cycle hedge plus dividend growth.
Huge SCHD fan here, and great article. I'm curious about this specific line: Dow Jones U.S. Dividend 100 Index (1999–2025): ~10.5% annualized total return. Could you provide the source please that shows this, and possibly what was the dividend growth rate % throughout 1999 - 2010 before SCHD existed ?
I am curious though. Have you been trimming your position any?
No, I have not trimmed my position any. I haven't added any in some time though.
I am not the author but I bought some last month when it was on sale. Feeling pretty good about it now that it's up to $27.50+. I will be feeling even better about it after an eventual stock market crash.
Good framing. SCHD is a rules-based defensive tilt, so it will lag in a tech-led momentum tape and tend to shine when valuations compress. The real decision is whether you want concentration exposure or a cycle hedge plus dividend growth.
Huge SCHD fan here, and great article. I'm curious about this specific line: Dow Jones U.S. Dividend 100 Index (1999–2025): ~10.5% annualized total return. Could you provide the source please that shows this, and possibly what was the dividend growth rate % throughout 1999 - 2010 before SCHD existed ?