“The ETF to BUY That Beats QQQ (And Why It Wins in 2026)”
Speaker holds SCHD via monthly DCA; thesis is that its rising income (~3.13% yield, 11% growth) and cheaper valuation vs. tech provide suitable risk-adjusted returns for long-term capital preservation and cash generation.
So today I'm going to show you exactly what SCD is, what it holds, and why it's beating everything right now, whether it's continue, and what I'm personally doing about it every single month.
So here's what's going on. SCHD is up over 26% this year on price alone. But if you also reinvest the dividends, the total return jumps past 30%. Almost 4% extra just from compounding that cash flow.
Now, earlier this year, they removed 22 stocks from the ETF and brought in 25 new ones. That is a 30% turnover. They completely changed the DNA of this fund. This is not the same ETF it was last year, and it's paying off.