Dividend ETFs: How SCHD and FDVV Measure Up
Sector allocations and risk profiles set these dividend ETFs apart for investors weighing income versus long-term appreciation.
Dividend ETFs: How SCHD and FDVV Measure Up
Overview
Schwab U.S. Dividend Equity ETF (NYSEMKT:SCHD) offers lower expenses and a higher dividend yield with reduced volatility, whereas Fidelity High Dividend ETF (NYSEMKT:FDVV) provides higher historical growth through a heavy tilt toward technology stocks.
Investors seeking reliable income streams often evaluate these two dividend-focused heavyweights. While both funds prioritize companies that return capital to shareholders, they differ significantly in their sector concentrations and cost structures. This comparison examines whether the Schwab fund’s established yield or the Fidelity fund’s growth-oriented tilt better suits a long-term strategy.
Details
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Source
Originally published at www.fool.com.
