SCHD ETF Alternative Strategy, CAGR Improves To 15.11%
Summary
My 4-Factor Dividend Growth Portfolio is a custom, growth-oriented alternative to SCHD, aiming for a 12%+ long-term CAGR...
My 4-Factor Dividend Growth Portfolio is a custom, growth-oriented alternative to SCHD, aiming for a 12%+ long-term CAGR with annual rebalancing. Despite underperforming the S&P 500 in FY3, the portfolio maintains a 15.11% CAGR since inception, outperforming SCHD by about 6.5%. Dividend growth remains strong, with an 8.68% dividend CAGR, and is narrowing the income gap with SCHD, though total income still trails SCHD.