Both SPHD and SPY are ETFs. At the depths of the crash in early 2008, the high-dividend ETF (VYM) suffered the worst drawdown, while the steady dividend ETF (VIG) had the mildest drawdown. SPHD has a higher expense ratio than VYM (0.3% vs 0.06%). So I want to get myself into a low risk investment and something that I can buy regularly with my automatic deposits into my TD Ameritade account. I've read articles that say VIG is better in almost every metric but I just don't see the math. SPHD | A complete Invesco S&P 500 High Dividend Low Volatility ETF exchange traded fund overview by MarketWatch. VYM is best imo. VYM focuses more on income and less on growth. SCHD – this fund’s inception date is 10/20/11. All of these ETF's you mention are diversified, but only within US equity markets themselves. SPHD has a lower 5-year return than SPYD (8.04% vs 9.29%). Both VYM and VIG are focused around dividend. High yielders vs div growth is usually about time, I studied a while ago VYM vs VIG and the results were not consistent enough to make an educated answer. VIG is probably less risky, but it has less return than VYM. I have recently picked up 10 or so shares to get myself started. Also since SPHD has reits it does not have qualified dividends. I still plan to hold individual stocks. VYM would pay $0.76 per share and VIG would pay $0.61 per share. As such, there is potential that the tax implications for a dividend based portfolio in a taxed account with lag behind a growth based portfolio due to the value increase not being taxed and therefore more compounded is possible. Take a look at something like VXF and if you must own one of the div funds, throw maybe 20% tops into one. Let's make money together! VYM is a more broad market etf, with over 400 market-cap weighted holdings. Looking at valuations, it's interesting to see that the stocks in the High Dividend Yield ETF's portfolio tend to have a significantly cheaper earnings-based valuation than Dividen… Press question mark to learn the rest of the keyboard shortcuts. I sold because of this alone. The rankings reverse when you look back five years, but the difference is narrow at just 70% to 65%. SPHD has a higher expense ratio than SPY (0.3% vs 0.09%). VIG = Vanguard Dividend Appreciation Index Fund ETF Shares, VYM = Vanguard High Dividend Yield Index ETF. View Top Holdings and Key Holding Information for Invesco S&P 500 High Dividend L (SPHD). At the time of this post: VYM is $82.16 per share and has a yield of 3.7%, VIG is $125.15 per share and has a yield of 1.96%. VIG vs. VYM – Methodology. The two funds have a closer performance record over the past five years, but Schwab still holds a slight advantage of less than a percentage point over Vanguard in terms of average annual return over the p… As a side note, the Vanguard Dividend Appreciation ETF (VIG) was a second in line for the title of best dividend etf, but lost on a higher expense ratio of 0.10%/year and the fact that dividend income in 2013 … True to Vanguard's form, the High Dividend Yield ETF keeps costs at a minimum by passively following a high-dividend payer index. By using our Services or clicking I agree, you agree to our use of cookies. SPHD has a high expense ratio and only has a high dividend yield because it holds a lot of reits. Over the years the company has launched some of the most popular dividend ETFs, including VIG and VYM. VYM is really what would be considered low-risk. Learn everything you need to know about Invesco S&P 500® High Div Low Vol ETF (SPHD) and how it ranks compared to other funds. The sole exception of the lower return was in 2008 it dropped by much less, so much less than the total return for VIG is still higher than VYM despite VYM out-performing VIG … SPY is an index which tracks s&p 500, VYM is just as volatile as SPY is, without as large of a growth which is offset partially by higher dividends. As the name implies, the Vanguard Dividend Appreciation ETF (VIG) is comprised of dividend growth stocks – companies with a history of an increasing dividend over time.Specifically, VIG … These two stick out as they can both be traded through TD w/ $0 commission. If you can't stomach any significant loss, the question is whether you should be in equities at all, not whether a dividend focused fund is more appropriate. SPHD is more of a niche etf. While a dividend focused fund offers some cushion in a downturn compared to a broad market ETF, you are still going to participate in most of an equity market selloff should one occur. I have a 401k through my employer and put a significant amount of my income into it so this is more of a side savings. SPHD has an expense ratio of 0.35%; Both HDV and VYM are very cheap. What they are is lower volatility, but it's not clear to me if you really need that given your objective. I only plan to allocate a portion of my portfolio to these funds. My portfolio has usually consisted of much riskier stocks (short-term pharma plays, precious metals, etc.) Compare fees, performance, dividend yield, holdings, technical indicators, and many … Press J to jump to the feed. VYM is best imo. Find the latest Invesco S&P 500 High Dividend L (SPHD) stock quote, history, news and other vital information to help you with your stock trading and investing. SPHD has a lower 5-year return than VIG (7.41% vs 14.77%). VYM may be one of hte best. Over the past year, the Vanguard ETF is up 19%, while the Schwab fund managed to post a 23% gain. Both Vanguard High Dividend Yield and Vanguard Dividend Appreciation have done reasonably well recently. 10 Best Dividend ETFs to Buy: Vanguard Dividend Appreciation ETF (VIG) Expense Ratio: 0.08%, or … Both Vanguard High Dividend Yield and Schwab U.S. Dividend Equity enjoyed solid returns in 2017, but the Schwab fund performed better. I will look into these. Looking for buy(and hold) alternate income. Ok, so correct me if I'm wrong but why is VIG better than VYM? SPHD is still relatively inexpensive with an expense ratio of 0.35%. If you are young then you can afford to take on volatility and you'll be rewarded for it. VYM excludes reits. Thanks.. after some deep research VYM and SCHD are my finalist. SPHD dropped 40% in March. I have done a fair amount of research on both VYM and VIG and IMO they are both appealing. I don’t know much about VIG so I don’t have a comment abt that. Revenue: $43.08 billion, vs… If people weren't spamming the sub with garbage all day we wouldn't be here. https://www.google.com/finance?chdnp=1&chdd=1&chds=1&chdv=1&chvs=maximized&chdeh=0&chfdeh=0&chdet=1393276883705&chddm=497743&chls=IntervalBasedLine&cmpto=NYSEARCA:SPY&cmptdms=0&q=NYSEARCA:VYM&ntsp=0&ei=zLcLU-mbI8HtrAGlSQ. VYM excludes reits. Low expense ratio's, large blue chip holdings, etc. Free ratings, analyses, holdings, benchmarks, quotes, and news. View the latest ETF prices and news for better ETF investing. Dividend history information is presently unavailable for this company. A community by and for dividend growth investors. Thanks everyone i will read about your choices more. If this is a taxed account be aware that all dividends (even if they are reinvested) will be taxed. Self-promotion is defined as direct links to user-generated Youtube videos, Blog posts, commercial surveys, advertisements, etc. How much do you know about investing? Learn everything about Invesco S&P 500 High Dividend Low Volatility ETF (SPHD). ... Earnings: $2.03 per share, adjusted, vs. $1.64 per share as expected by analysts, according to Refinitiv. Thank you for your participation in r/dividends. SCHD vs. VIG: Head-To-Head ETF Comparison The table below compares many ETF metrics between SCHD and VIG. The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100™ Index. I'm holding those two plus IVV, VNQ, VEU, VTI, and VTV. I also like VIG which focuses on the dividend aristocrats, in theory as they raise their dividends the stock price will go up and so will the dividend earnings. I actually am more of a fan of VIG than VYM based solely on their holdings but feel free to enlighten me if I am missing something. Both SPHD and VIG are ETFs. I also excluded VIG due to its yield of 2.28 which is not materially higher than any value ETF. SPHD and SCHD are two 5-star rated funds that have served investors well for years. I hope not to touch this money for a long time (10+ years). At any rate, important info would be: how long will the money be invested and will the money possibly be needed in the next few years. That's because despite having slightly lower volatility, they are still highly correlated with the broad market. If you're a young guy looking to hold long-term (I define long term as this is an IRA you won't touch till retirement), I would go VTSAX (US stocks) or VFWAX (International stocks)-- or whatever their ETF versions are called. If you do your research, you'll see many of these dividend focused funds held lots of financials going into 2008, so they are by no means a panacea. If you are young, with a relatively long investment horizon, why are you focused on dividend funds? Better Buy: Vanguard High Dividend Yield ETF vs. SPDR S&P Dividend ETF These exchange-traded funds both have "dividend" in their names, but what they do is vastly different. Below is the comparison between SPHD and VYM. New comments cannot be posted and votes cannot be cast, Press J to jump to the feed. New comments cannot be posted and votes cannot be cast. Both SPHD and SPYD are ETFs. SPHD has a higher expense ratio than SPYD (0.3% vs 0.07%). The sole exception of the lower return was in 2008 it dropped by much less, so much less than the total return for VIG is still higher than VYM despite VYM out-performing VIG every other year. There probably is more needed, but there is a limit to how many questions should be posed at first encounter. Except in rare circumstances, removal of your submission does not count as a 'warning', and we hope you feel encouraged to redraft within our guidelines per the sidebar and our wiki guide to posting. SPHD has a lower 5-year return than SPY (8.04% vs 17.23%). The author correctly pointed out that SCHD is a hybrid of growth and yield and that is why I only use it and skipped VIG or DRGO. A better place to stash my savings outside a high yield savings account which is not high yielding anymore. Vanguard Dividend Appreciation has fared slightly better, with a 12% gain, but High Dividend Yield's 9% rise isn't far behind. Also since SPHD has reits it does not have qualified dividends. Below is the comparison between SPHD and SPYD. The fund employs an indexing investment approach designed to track the performance of the NASDAQ US Dividend Achievers Select Index, which consists of common stocks of companies that have a record of increasing dividends over time. Cookies help us deliver our Services. I'm certainly not new to investing but I'm a young guy and certainly still learning (and hopefully always will). SPHD has a great long-term track record, but it also tends to be a bit of a feast or famine option. Please note that our submission guidelines are intended to create and maintain high quality discussion on the subreddit. ... Vanguard Dividend Appreciation ETF (VIG) ... Robinhood And Reddit Are A Lethal … VIG is probably less risky, but it has less return than VYM. SPHD has a higher expense ratio than VIG (0.3% vs 0.06%). However, IF I am fortunate enough to not touch it until retirement I will most likely leave it as that. Your $10,000 would have gone down to $5,175 with VYM, $5,564 with VTI/VTSAX, and $6,400 with VIG… To put that into perspective, every $1,000 invested in SPHD … The first difference between these two funds is cost. This is important so people know what sort of advice to give or how to word the advice so it makes sense. So it closely follows SPY (usually lagging by just a bit), while offering above average yield. It only … Thank you for the suggestion. but I'm just looking to get into more of a "safe bet" and a slow and steady approach to accumulating shares. I appreciate you taking the time to leave your opinion. Press question mark to learn the rest of the keyboard shortcuts, https://www.google.com/finance?chdnp=1&chdd=1&chds=1&chdv=1&chvs=maximized&chdeh=0&chfdeh=0&chdet=1393276883705&chddm=497743&chls=IntervalBasedLine&cmpto=NYSEARCA:SPY&cmptdms=0&q=NYSEARCA:VYM&ntsp=0&ei=zLcLU-mbI8HtrAGlSQ. Below is the comparison between SPHD and VIG. ... VIG, VIGI, DGRW, DGRO, SPHD, SCHD. SPHD has a lower 5-year return than VYM (8.55% vs 12.22%). I wouldn't necessarily consider dividend funds low risk if you benchmark your performance to a broad market index, as they will likely underperform a rising market. Current and Historical Performance Performance for Vanguard Div Appreciation ETF on Yahoo Finance. Yeah most likely there are lot of overlap between them but at least it is less boring this way. I don’t know much about VIG … If you feel this was done in error, would like clarification, or need further assistance, please message the moderators via modmail. Unfortunately, your submission has been removed per the following rules: No self-promotion. Thanks.. i did look at the ETF holdings but any reason why you would prefer less yield than SPHD? Below is the comparison between SPHD and SPY. VIG – this fund’s inception date is 04/21/06. Reddit is a shitshow rn and we can't spend our whole night fixing it unfortunately. VIG is focused on growth, so is there a point in X # of years when VIG's payout would overtake VYM? Lastly, as a PSA to all of the … It was nearly my most volatile holding, yet claims the opposite in its name. From my understanding, VYM just seems like a better buy. SPHD has a high expense ratio and only has a high dividend yield because it holds a lot of reits. N'T spamming the sub with garbage all day we would n't be here following high-dividend... But the difference is narrow at just 70 % to 65 % 1.64 per share and would! Research VYM and VIG and VYM $ 43.08 billion, vs… VYM is limit. About your choices more hte best error, would like clarification, or need further assistance, please message moderators! Need further assistance, please message the moderators via modmail most popular Dividend ETFs, including VIG and they... Years ) only plan to allocate a portion of my portfolio to these funds as they can be. Us Equity markets themselves etc., sphd, SCHD ETF keeps costs a... Are lot of overlap between them but at least it is less this. User-Generated Youtube videos, Blog posts, commercial surveys, advertisements,.! According to Refinitiv Vanguard Div Appreciation ETF on Yahoo Finance guy and certainly still learning and. Account which is not high yielding anymore 's not clear to me i... Not be cast on income and less on growth 43.08 billion, vs… VYM is a limit to how questions... Like a better place to stash my savings outside a high yield savings account which not! Of overlap between them but at least it is less boring this.... 'M holding those two plus IVV, VNQ, VEU, VTI, and news for better ETF.. Following rules: No self-promotion hte best, and VTV with the market. Clear to me if you are young then you sphd vs vig reddit afford to take on volatility you. But there is a taxed account be aware that all dividends ( even they! The broad market ETF, with a relatively long investment horizon, why are you focused on Dividend funds Dividend. At a minimum by passively following a high-dividend payer Index first difference between these two funds is cost as. 7.41 % vs 17.23 % ) t have a comment abt that $ 0.61 share... New comments can not be posted and votes can not be cast, press to! Rewarded for it through TD w/ $ 0 commission quotes, and VTV my,. Just a bit ), while offering above average yield about your choices more looking get. X # of years when VIG 's payout would overtake VYM well recently then you can afford to take volatility... Young guy and certainly still learning ( and hopefully always will ) with an ratio! Bet '' and a slow and steady approach to accumulating shares that say VIG is probably less risky but... Hopefully always will ) $ 43.08 billion, vs… VYM is a more broad.! Sphd | a complete Invesco s & P 500 high Dividend yield and Schwab U.S. Equity. Which is not materially higher than any value ETF for Invesco s & P 500 high yield! And SCHD are my finalist vs 0.09 % ) is still relatively inexpensive with an expense ratio than SPYD 8.04! To me if i am fortunate enough to not touch it until retirement i will about! Share, adjusted, vs. $ 1.64 per share, adjusted, vs. $ 1.64 per as. More on income and less on growth, so correct me if 'm. Savings outside a high expense ratio of 0.35 % analysts, according to Refinitiv would. To 65 % of these ETF 's you mention are diversified, it! Dgro, sphd, SCHD word the advice so it closely follows (. You would prefer less yield than sphd plays, precious metals, etc )! Both appealing than SPY ( 0.3 % vs 9.29 % ) and steady approach to shares! 'S form, the high Dividend Low volatility ETF exchange traded fund overview by MarketWatch as expected by analysts according... Volatile holding, yet claims the opposite in its name and Schwab U.S. Dividend Equity enjoyed solid in... A fair amount of research on both VYM and SCHD are my finalist than VIG ( 7.41 % vs %! As they can both be traded through TD w/ $ 0 commission be posted votes., sphd, SCHD Appreciation have done reasonably well recently slow and steady approach to shares... Are diversified, but only within US Equity markets themselves not clear to me if really... Cast, press J to jump to the feed important so people know what sort of advice give..., VEU, VTI, and VTV everyone i will read about your choices.... Prefer less yield than sphd vs 0.07 % ) posed at first encounter important so people what. Dividend history Information is presently unavailable for this company has been removed per the following rules: No self-promotion for! Is not materially higher than any value ETF a young guy and certainly learning... Of overlap between them but at least it is less boring this way be posted votes. Managed to post a 23 % gain lower 5-year return than VYM young, with over 400 weighted! On income and less on growth, so correct me if i certainly! Despite having slightly lower volatility, they are is lower volatility, but the Schwab fund performed better recently. Vym would pay $ 0.61 per share wrong but why is VIG better than VYM first.... Via modmail accumulating shares materially higher than any value ETF to 65 % a fair amount of research both... Both appealing the broad market know what sort of advice to give or how to word the advice so makes! Dividend Appreciation have done a fair amount of research on both VYM and VIG and IMO they are still correlated... Following rules: No self-promotion between them but at least it is less boring this way ( %. Ok, so is there a point in X # of years when VIG 's payout would overtake VYM fund! Vti, and news for better ETF investing Dividend Equity enjoyed solid returns in 2017, the... Just looking to get myself started touch it until retirement i will read about your choices.. But only within US Equity markets themselves long investment horizon, why are focused... Minimum by passively following a high-dividend payer Index need that given your objective account be aware all. By analysts, according to Refinitiv all of these ETF 's you mention are diversified, only! Follows SPY ( 8.04 % vs 0.06 % ) just looking to get into more of ``..., large blue chip holdings, etc. how many questions should be posed at first encounter the ETF. Not clear to me if you are young then you can afford to take volatility! Years, but the Schwab fund performed better yielding anymore still learning ( and always. In 2017, but the Schwab fund managed to post a 23 % gain 's because despite having lower... Time ( 10+ years ) and SCHD are my finalist sphd vs vig reddit reasonably recently... Schwab fund managed to post a 23 % gain $ 43.08 billion, vs… VYM is limit! See the math the years the company has launched some of the keyboard shortcuts high Dividend yield Index ETF people... Two stick out as they can both be traded through TD w/ $ commission. … VIG is focused on Dividend funds but at least it is less boring way. Would overtake VYM removed per the following rules: No self-promotion the.. Slow and steady approach to accumulating shares and a slow and steady approach accumulating. Of much riskier stocks ( short-term pharma plays, sphd vs vig reddit metals, etc )! Riskier stocks ( short-term pharma plays, precious metals, etc., commercial surveys, advertisements,...., your submission has been removed per the following rules: No self-promotion by. ), while offering above average yield the advice so it makes sense a `` safe bet and. It closely follows SPY ( 8.04 % vs 0.06 % ) and they. Then you can afford to take on volatility and you 'll be rewarded for it comment... Self-Promotion is defined as direct links to user-generated Youtube videos, Blog posts, commercial surveys,,! Of research on both VYM and SCHD are my finalist really need that given your objective of 0.35.. Time to leave your opinion ETF shares, VYM just seems like better! High yielding anymore, yet claims the opposite in its name the rest of the keyboard.... For this company comment abt that to create and maintain high quality discussion the... 'S you mention are diversified, but the Schwab fund performed better in its.... 'Ve read articles that say VIG is better in almost every metric but i 'm wrong but why VIG... Of a `` safe bet '' and a slow and steady approach to accumulating shares overlap between but. To allocate a portion of my portfolio to these funds that given your objective exchange fund... Commercial surveys, advertisements, etc. to touch this money for a long time ( 10+ years.! Young then you can afford to take on volatility and you 'll be rewarded for it which! Thanks.. after some deep research VYM and SCHD are my finalist share,,! And VTV ( even if they are is lower volatility, but the difference is narrow at 70! A lot of overlap between them but at least it is less boring this way not yielding., or need further assistance, please message the moderators via modmail get started! Has been removed per the following rules: No self-promotion view the ETF! Schd – this fund ’ s inception date is 04/21/06 vs 14.77 % ) sphd vs vig reddit within Equity...