Opinions

Stan Wong Schwab US Dividend Equity ETF SCHD-N HOLD Jul 11, 2024

Keep in a RRIF?

A basket of US dividend stocks, fairly cheap MER. At first glance, some of the names look quite fine. On the right track with the high dividend strategy. Comparing this one to the S&P, this ETF is more diversified away from tech.

He doesn't own this, not because he doesn't like it, but there are so many ETFs to choose from. So he's not intensely familiar with this one.

Stan Wong

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WEAK BUY

SCHD-US or SPHD-US. He likes their ETFs, but they are not yet in Canada. They are really cost competitive. With dividend ETFs any cost savings really helps. It is hard to say right now where these will go with what the market is doing. You should look for something with a value screen.

COMMENT

An alternative to this that won't involve a tax hit Holds 100 US high-dividend names like Merck, Verizon, Pepsi, and pays a 3.9% dividend. He prefers the Canadian version, XHU or XHD (Cdn-dollar hedged). Speak to an investment professional to understand US estate tax, if that is a consideration.

WEAK BUY

Based on the DJIA 100 dividend index. Names like ABBV, KO, AMGN, BMY. Higher-dividend names. Composition looks good, has performed well. Nothing against it. MER is 6 bps. Yield is 3.9%.

He prefers VIG slightly more, as increasing dividends is important especially if inflation moves higher.

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Stan Wong Schwab US Dividend Equity ETF SCHD-N HOLD Jul 11, 2024

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