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Investing Simplified - Professor GPublished 2026-09-12

“It’s Boring… But This Is How You Build REAL WEALTH”

SCHD serves as a low-volatility, recession-resistant component for retirement portfolios; recent strong performance validates its inclusion.

But then to keep the portfolio a bit safer and less volatile, especially as you get closer to retirement and definitely in retirement, you want something lower volatility and very much recessionproof.

And that's where something like SCHD or a highly value ETF comes in.

A dividend growth would be something like SCHD or maybe even dividend king stocks like Proctor and Gamble or Johnson and Johnson. Those are going to have a dividend like 3%, 4%, something of that nature. but each and every year or at least consistently they're going to be growing that dividend by a couple percentages.

Watch the source01:49

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DividendologyPublished 2026-09-09

“I Just Bought 2 Undervalued Dividend Growth Stocks!”

$SCHDBullish

SCHD serves as an effective hedge against high-growth tech exposure because its methodology enforces annual valuation resets, maintaining attractive discounts relative to the S&P 500.

However, what many overlook is that the real bubble, at least in the AI race, will not be in the price, but in the decline in potential earnings growth . I have seen many people refer to this, but it is still misunderstood.

However, my wallet is designed for such an event for several reasons. Firstly, the core assets in my portfolio continue to increase dividend payouts regardless of market conditions.

This means that the amount of income I receive from dividends continues to grow monthly . In some cases, this is a good thing, because it allows me to reinvest dividends at lower prices, enabling me to buy more shares and thus increase my dividend income at a faster pace.

But my portfolio is protected not only in this way, but also because it forms its main pillar, SCHD, which represents about 40% of my portfolio.

Watch the source13:36

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Investing Simplified - Professor GPublished 2026-09-07

“Once Your Portfolio Hits THIS Number, Saving More Barely Matters”

$SCHDBullish

SCHD is a preferred holding (30% allocation) due to strong recent performance (~27% gain) and solid dividend yield (~3.5%).

SCHD has risen by nearly 27% over the past year. Therefore, this is my preferred option, as it distributes profits of approximately 3.5%, and I will allocate 30% of my portfolio to it.

good exchange-traded funds like SCHDs that contain strong companies paying dividends, not only were those companies paying good dividends, but were actually raising their dividends during that time for most companies.

Watch the source08:22

Older record

Everything MoneyPublished 2026-09-01

“The ETF to BUY That Beats QQQ (And Why It Wins in 2026)”

$SCHDBullish

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.

What they said to watch for

Tech sector recovery and outperformance

Watch the source00:29

Older record

DividendologyPublished 2026-08-13

“Can SCHD Keep Winning in 2026 and Beyond?”

$SCHDBullish

SCHD can continue to outperform in 2026 and beyond; it acts as a market hedge with strong long-term returns.

SCHD, the Schwab US Dividend Equity ETF, [0:03] has become the most popular dividend ETF [0:06] of all time with over 100 billion in [0:08] assets under management.

In the last year, SCHD is [0:47] up 26.4% [0:49] in year-to-date up nearly 25% just a [0:51] little over halfway into 2026.

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DividendologyPublished 2026-08-05

“How Much My Dividend Portfolio Paid Me in July! ($314,000 Portfolio!)”

$SCHDBullish

SCHD serves as a hedge against the S&P 500 with strong total returns and dividend growth, making it a suitable large holding for income investors.

and then we have a nice chunk of change in the dividend ETF SCHD. Now, this is an entire conversation in itself, and people have strong opinions about SCHD. But, here's the reality.

What we've seen so far in SCHD is just tremendous total returns year-to-date. It's up 23.7% outperforming other dividend ETFs like DGRO and VIG, and even outperforming the S&P 500 by a wide margin.

If we zoom out over the last year, SCHD now has a total return of nearly 32% outperforming all of its peers. Now, here's the pushback that I know a lot of people are thinking, and it's very fair pushback.

I completely agree. SCHD has definitely underperformed over the last decade, at least relative to the S&P 500, but not by nearly as much as you would suspect. But, here's what a lot of people miss.

For a lot of the last decade, SCHD was actually outperforming the S&P 500. But, then when we had the AI boom, starting in late 2023, tech started to run, and that's what pushed the S&P 500's performance past SCHD.

But, here's what a lot of people have never really come to understand. It's because it doesn't get discussed very often. SCHD has only existed since 2011, but the index that it tracks, the Dow Jones US Dividend 100 Index, has back-tested data going all the way back much further.

So, here's what we have to understand. When we look at the returns from 1999 to 2025, the Dow Jones US Dividend 100 Index has a 10.5% annualized total return, while the S&P 500 during that same time period 8.2% annualized total return.

So, the reality is if you look at the performance of the index that SCHD tracks since 1999, it's outperforming the S&P 500. Now, this really shouldn't come as a huge surprise because most of the time, the outperformance for funds like SCHD that have more value dividend style holdings versus the S&P 500, the outperformance happens during market pullbacks.

So, in a sense, SCHD is a hedge against the S&P 500 while also producing incredibly strong total returns, providing a very nice starting yield of above 3%, and of course, dividend growth that historically speaking has been in the double digits.

So, it's easy to see why someone looking to one day live off dividends would make SCHD a large holding in their portfolio.

Watch the source10:07

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