Summer Sale
50% off Premium Yearly
00days
00hrs
00mins
00secs
Opinions Stan Wong
Schwab US Dividend Equity ETFSCHDWEAK BUYMar 13, 2025
$27.34
Stock price when the opinion was issued
$32.53
As of Jun 16, 2026. Market Open.
E.T.F.'s
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
HOLD
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.
E.T.F.'s
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.
E.T.F.'s
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.