SCHD: Solid Dividend ETF with Limitations

about 1 month ago

Mark Rousen

"If you own SCHD, you're not wrong. But what if I told you that SCHD may not be the best dividend focused ETF on the market right now? SCHD is still a very high quality dividend ETF, but it's important to know how it's formed, why it's underperforming, and how interest rates can affect performance and sector performance of that particular ETF."

The speaker acknowledges SCHD as a quality dividend ETF while highlighting its structural limitations and underperformance compared to other market segments, suggesting that its setup may not suit every investor's needs.

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