DGRO or DGRW which dividend growth ETF is right for you

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DGRO or DGRW which dividend growth ETF is right for you
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2:29 - DGR0
8:43 - DGRW
14:31 - DGRO vs DGRW
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More about dividend growth investing:
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I'm not a financial advisor and the content discussed today is merely my opinion and intended only for your entertainment. The content expressed in this video should not be considered as professional financial advice. This video may contain links through which we are compensated when you click on or are approved for offers. The information in this video was not provided by any of the companies mentioned, and has not been reviewed, approved, or otherwise endorsed by any of these entities.
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23 сен 2023

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Комментарии : 139

@DividendGrowthInvesting 9 месяцев назад

Thanks for watching! Join the DGI to FI community: nas.io/DGItoFI Get Seeking Alpha Premium and Alpha Picks: www.sahg6dtr.com/2WCWQH/225JFQ/ Get Seeking Alpha Premium: seekingalpha.me/dividendgrowthinvesting Try M1 Finance: bit.ly/TryM1Finance How to Transfer to M1: bit.ly/TransfertoM1

@NatashaK808 5 месяцев назад

Your amazing Jake catching up on all your videos! I'm starting my portfolio late in my life but better late than never! New subscriber!

@DividendGrowthInvesting 5 месяцев назад

Hey there!! So glad you found the channel! Better late than never is right!

@A_man_not_your_man 9 месяцев назад

I have DGRW in my Roth IRA to compound for a few decades, I've considered DGRO in my taxable or other accounts but ultimately stick to SPY or VOO.

@DividendGrowthInvesting 9 месяцев назад

If you want to focus on total returns and keep it tax efficient, SPY and VOO can be a good option for a taxable account. You could always rebalance when you retire out of SPY/VOO into something like SCHD.

@JG3outANDabout 5 месяцев назад

liking how you are putting these videos together. learning a lot too.

@yonesm7824 9 месяцев назад

Been watching your videos all day today! Love the content. I use SCHD, DGRO, and DGRW.

@DividendGrowthInvesting 9 месяцев назад

Glad you like them! Great ETFs!!!

@bihanmk3801 7 месяцев назад

AVUV COWZ + SCHD ^^

@livefree223 9 месяцев назад

What an EXCELLENT video! I have had DGRW for a while in my M1 portfolio and like it for the monthly dividend. I've been wanting to add some high quality ETFs into my M1, and DGRO will be added to the team.

@DividendGrowthInvesting 9 месяцев назад

Great ETFs!!

@richardjimenez6532 9 месяцев назад

Wow that's crazy I was just looking the other day to see if you had a video between those 2 ETF😂😂😂

@DividendGrowthInvesting 9 месяцев назад

lol better late than never!

@seanharrington4768 9 месяцев назад

Jake- fantastic tutorial on these 2 ETFs-- thank you for having the heart of a teacher !!

@DividendGrowthInvesting 9 месяцев назад

Appreciate you saying that!! Thank you so much for watching!

@Alphahydro 9 месяцев назад

I've been touting Core and Satellite investing for a while and the timing of this video was perfect. My WPC holding just took a hit so I'll be disposing of it and another slow grower and putting the proceeds into treasuries via a Money Market Fund until there's a little more fear in the market. I'll tactically add to DGRW or DHS (or both) with existing funds over the remainder of the year, and new funds going forward.

@DividendGrowthInvesting 9 месяцев назад

Yeah I’m thinking we will see a 15-25% dividend reduction in WPC after the spinoff of their office buildings. I’m liking Dgrw and dhs. Just the expense ratio :(

@jeddesselle2611 9 месяцев назад

I own both as well Jake. Keep up the great content! 👍

@DividendGrowthInvesting 9 месяцев назад

Great choice :) thanks for watching!!! 🙌

@rjlane3475 8 месяцев назад

I still think a split of SCHD + QQQ is the way to go. 100 stocks in each ETF gives you 200 companies. also no overlap with these 2 funds. 85/15 or 80/20

@DividendGrowthInvesting 8 месяцев назад

QQQ is a great growth etf. Don’t expect to live off the dividend from qqq. Once you reach retirement you would look to rebalance if you plan to live off your dividends in retirement.

@MajorETX 9 месяцев назад

yay I've been struggling with this

@DividendGrowthInvesting 9 месяцев назад

both great options

@hassaninvesting 9 месяцев назад

Great update

@DividendGrowthInvesting 9 месяцев назад

THanks for watching!!

@303Estates 9 месяцев назад

Hi Jake... great video!! Thanks. Question ... I watched a YT video recently that said the dividends you get paid from say an ETF fund, is really paid from the value of your stock. So if a dollar is paid as a dividend, it is just subtracted from your stock value. Can you do a video explaining this ;-) It is refereed to as "free-dividends fallacy" Thanks!!

@DividendGrowthInvesting 9 месяцев назад

The dividends paid from these ETFs are from the cash dividends of the companies held in the index. What you are referring to is whenever a company pays a dividend, that amount is taken off their balance sheet and thereby reducing the value of the company. This is correct. However, good dividend growth stocks are cash flow positive and generate more cash and the dividend cycle continues.

@NateT092 9 месяцев назад

Have schd and pick stocks in top 20 of each these funds that isnt in it that im interested in , into a M1 pie for my dividend growth exposure 💯

@DividendGrowthInvesting 9 месяцев назад

Good way to round out your portfolio!

@TwitchRadio 8 месяцев назад

I did some thinking on this very topic I have dgro but opted for DTD as a satellite... I use the overlap tool like you showed us and it's somewhere around 50% overlap... but DTD has like eight hundred and something companies in their assets.. so technically I'm getting exposure to 400 more companies with DTD and basically doubling down on the top 250 - 300 companies that they share together in the overlap..... anyways my question is even though there is a 50% and I would love to see that number smaller.. the quantity of these other companies (400 or so).. would it make sense and keeping both of these... in my head is basically like doubling down on the big ones and having more exposure to the others... don't know hopefully I made a wise decision😂

@Gunieapower33 9 месяцев назад

Love DGRW. I dunnno why just feels good. I like the cut of its jib. DGRW is defensive with some offensive tendencies . It’s the Hakeem Olajuwon of ETF’s.

@DividendGrowthInvesting 9 месяцев назад

Yup!! Quality is both aggressive and defensive it looks like

@richardjohnson1261 9 дней назад

Just found your video. Liked your presentation and insight. Some time ago, I was looking for a compliment to SCHD. I did comparisons with other funds including DGRW and DGRO. I came to the same conclusions you did. Being retired, I was more focused on current dividends as well as fund cross-over. I picked DGRO. There are holdings in each fund I liked as well as DGRO's higher dividend and lower cost. Also, I was looking just as SCHD was doing its annual re-mix, so it was interesting. I've been adding to SCHD and DGRO as core holdings. I am always leery of doing forward projections, so I'm hoping past performance IS an indication of future results (ha ha, that's a joke). We'll see what happens and adjust as needed. Again, thanks for your thoughts. Cheers

@DividendGrowthInvesting 9 дней назад

Both Schd and DGRO are great as a core dividend portfolio. You could look to add something like Vym or a covered call etf like jepq to boost your income.

@richardjohnson1261 8 дней назад

@@DividendGrowthInvesting Actually, I have. I started investing in JEPQ about a year ago and that adventure continues. Once I'd gotten relatively well established in DGRO, I started adding VYM. I am looking to build a core of etf's that are solid and pay better than S&P 500, then add etf's like JEPQ as satellites that may not grow (or may) but pay very well. So far it looks like it's working. Cheers

@AnyangU 9 месяцев назад

Good video! But I think if you are looking for more growth to combine with SCHD, despite its expense ratio, DGRW is a good compliment. But, I don't think you can really go wrong with DGRO or DGRW. Both are good ETFs.

@DividendGrowthInvesting 9 месяцев назад

very true! Really comes down to personal preference in my opinion. Both are great options!

@Gio-zi5lw 9 месяцев назад

I'm planning to open a Roth Ira. I would like to structure it in a satellite approach. what Etf and stock would you are recommend?

@DividendGrowthInvesting 9 месяцев назад

Take a look at my videos on how to invest based on your time horizon. Also check out this video: How to invest with a Roth IRA for the long-term ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-52d_gan91UE.html

@TortoiseInvesting 9 месяцев назад

I love DGRW mainly for the monthly dividend and outperforming the S&P, great holdings as well in its top 10

@DividendGrowthInvesting 9 месяцев назад

It really is a win win!!

@dickgrayson5049 9 месяцев назад

I hold all 3 evenly but schd at 34% I enjoy that dgrw has more leaning towards tech and dgro has more leaning to healthcare. Reversion to mean could occur but over the course of 20-40 years I doubt I’d be too concerned about it. All solid etfs and thank you for making content!!

@DividendGrowthInvesting 9 месяцев назад

I do like that the index caps technology at 25% though so it should limit the volatility.

@cryptokaku 9 месяцев назад

Hey @DividendGrowthInvesting, it seems REITs have fallen out of favor over time, is this true? Also, do you have any plans for the next "Great Depression"?

@Mywalkingblog 9 месяцев назад

LMAO, the jewel crunch to monkey howl clip made me spit out my coffee.

@DividendGrowthInvesting 9 месяцев назад

Lolol 😀

@realthatbrian 9 месяцев назад

Helpful. I'm convinced SCHD is a good core position, but it needs a good partner to balance it out. DGRO could be it.

@DividendGrowthInvesting 9 месяцев назад

I agree 100%

@TheRabidfan 9 месяцев назад

Just the otuer day I was hoping you wpuld do a comparison between these two.

@DividendGrowthInvesting 9 месяцев назад

Great minds think alike 🙌

@ThatLazyInvestor 7 месяцев назад

Looking at DGRW today on seeking alpha, it says Microsoft makes up 9.6% of DGRW. How can it be that high if its capped at 7%?

@IevgeniiIegorushkov 3 месяца назад

Those magnificent SCHD and DGRO are unavailable in Europe, so it makes it easier to choose DGRW :)

@DividendGrowthInvesting 3 месяца назад

Good to know!

@CalmerThanYouAre1 Месяц назад

DGRW well ahead of both DGRO and SCHD since inception! We’ll see if that continues!

@Eli390 9 месяцев назад

Yes

@DividendGrowthInvesting 9 месяцев назад

Hi :D

@Eli390 9 месяцев назад

@@DividendGrowthInvesting hi

@robertdagostino1020 6 месяцев назад

Looking at these ETF’s I have the same stocks myself in my portfolio. Why pay fees to these when you can buy them yourself. Most of these stocks I’ve held for over 33 years.

@masoncnc 9 месяцев назад

Long time coming for this vid. DGRW for the win

@DividendGrowthInvesting 9 месяцев назад

Great ETFs!!!

@ohkayw 3 месяца назад

Expense ratio a but high, no?

@masoncnc 3 месяца назад

@@ohkayw yes, and a bit Tech heavy

@adamsaslov1274 9 месяцев назад

Great video. Thank you.

@DividendGrowthInvesting 9 месяцев назад

Thanks for watching!

@Gio-zi5lw 9 месяцев назад

Can you make a video structuring a Roth Ira?

@DividendGrowthInvesting 9 месяцев назад

Check out this video: How to invest with a Roth IRA for the long-term ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-52d_gan91UE.html

@brianlau2757 9 месяцев назад

I am betting on DGRO for long term performance because of lower fees

@DividendGrowthInvesting 9 месяцев назад

Same here. The low expense ratio is really great with DGRO. DGRW does pay a monthly dividend though.

@barandek 9 месяцев назад

Did you see PEY? Etf that focus on high yield but have very interesting dividend growth history with higher starting yield, maybe you can review that one? Love all the videos you do

@DividendGrowthInvesting 9 месяцев назад

I like PEY. Great growth. I like in index it tracks. I like the monthly dividend. It’s just the high expense ratio. You’re paying $52 for every $10k invested a year compared with $6 for SCHD. I kinda compare DHS with PEY. I like PEY all but the expense ratio.

@CultureandChirst 3 месяца назад

Is DHS qualified dividends? PEY was qualified last tax season

@tomgarrett6799 9 месяцев назад

Hey, can you do an update video on how your one year old invest time horizon recommendations have done? Reason is, this is a highly unusual period, and would you change any of your selections if starting today?

@DividendGrowthInvesting 9 месяцев назад

Are you talking about how I invest for our kid or a 1 year time horizon?

@tomgarrett6799 9 месяцев назад

@@DividendGrowthInvesting well, for me, I do have a lump sum that I need to invest for a 5-10 year horizon starting now

@adrianneaga 9 месяцев назад

Chose DGRO for 2 reasons: 1. Expense ratio 2. ETF provider name

@DividendGrowthInvesting 9 месяцев назад

good reasons

@harsharao3555 9 месяцев назад

Do you like KNG vs NOBL?. Since yield is higher and write covered calls out the money with KNG?

@DividendGrowthInvesting 9 месяцев назад

I'm not the biggest fan of covered calls on dividend stocks. The premiums are pretty low. I'd much prefer a combination of SCHD/DGRO and JEPQ. Or if you are dead set on having NOBL, you could have NOBL and add JEPQ to increase your yield.

@harsharao3555 9 месяцев назад

@@DividendGrowthInvesting How do you see other monthly dividend etf like PEY and SPHD?

@voo5000 9 месяцев назад

Both great funds, hard not to own both

@DividendGrowthInvesting 9 месяцев назад

completely agree!

@matthewkesky8150 9 месяцев назад

hmm. My top 4 roth holdings are DGRO, SCHD, JEPI, and JEPQ

@DividendGrowthInvesting 9 месяцев назад

Same here!

@papazimbo 25 дней назад

Newbie investor here and don’t understand what you mean by best tax treatment because of the lack of reits. Could you or someone explain for me? Thanks

@DividendGrowthInvesting 21 день назад

It means you pay less in taxes. Qualified vs nonqualified. Non qualified are taxed at regular rates. Qualified you get a lower tax rate.

@charlesmcclay1646 9 месяцев назад

What's your thoughts on SOXQ ETF?

@DividendGrowthInvesting 9 месяцев назад

Interesting as a satellite position. I wouldn't invest more than 5-10% of my total portfolio in this though.

@kaydenchristiansen7422 9 месяцев назад

What would you say for DGRO vs VYM for growth over the next 20 years?

@DividendGrowthInvesting 9 месяцев назад

look at the index methodology of both. VYM is focused on a higher current yield of companies growing a bit slower and DGRO is focused on dividend growers. Depending on your time horizon, you would want to pick which is right for you.

@charlielipthratt7291 8 месяцев назад

@DividendGrowthInvesting - so if you're retiring early with 40+ years to go and you're lump sum investing, half of your core could be split between VYM and DGRO to boost yield a bit? VYM pays you more today and DGRO's yield would catch up over time. I know in your other video regarding core and satellite investing, you recommended adding JEPI/JEPQ to boost the yield. I was thinking the VYM/ DGRO would be more ER and tax efficient over 40+ years. You just need a bigger lump sum to start with.

@miklemon2357 9 месяцев назад

6min ago? Never been this early. DGRW represents 30% of my portfolio with SCHD at 45%

@DividendGrowthInvesting 9 месяцев назад

hey!!!! DGRW and SCHD are so great!!

@harsharao3555 9 месяцев назад

Both my friend. Both. I love DGRW monthly income and DGRO low expense ratio and diversification. Thank you for yet another ice video.

@DividendGrowthInvesting 9 месяцев назад

I see it the same way!!!

@livefree223 9 месяцев назад

I find myself saying this SO MUCH when comparing similar positions. I am also, admittedly, WAY overdiversified for any sane person.

@conggao5565 5 месяцев назад

I have a lot of SP500 holding that are tech heavy, combined with higher exp ratio of DGRW, I think it’s a hard pass, following your other video of 50/50 SCHD/DGRO for dividend etf, thanks!

@DividendGrowthInvesting 5 месяцев назад

Simple but yet so effective!

@conggao5565 5 месяцев назад

@@DividendGrowthInvesting Just bought $50k for each position this morning in Roth IRA, looking for long term!

@jamesloehr641 6 месяцев назад

I do VOO,QQQ and SCHD.

@DividendGrowthInvesting 6 месяцев назад

great ETFs!

@jamesloehr641 6 месяцев назад

@DividendGrowthInvesting for a single stock I do apple and Microsoft. Both are in QQQ but I like do to extra in both. Apple is up over 47% just this year and up 384% in the last 5. It outperforms most any etf.

@geewee1geewee197 9 месяцев назад

Can european investors invest in this? Thanks.

@DividendGrowthInvesting 9 месяцев назад

Not 100% sure. You could check with a brokerage like interactive brokers or trading 212

@fabiGBOtown 9 месяцев назад

Is att a dividend trap?

@DividendGrowthInvesting 9 месяцев назад

Well their slow growth kinda scares me. I don’t personally own it. I have ETFs that hold it though

@juanserrano3297 9 месяцев назад

One good thing is that DGRW pays dividends monthly.

@DividendGrowthInvesting 9 месяцев назад

A really great benefit

@karsinds 9 месяцев назад

Both are better than SCHD

@DividendGrowthInvesting 9 месяцев назад

🤷🏼‍♂️🤷🏼‍♂️🤷🏼‍♂️

@suzukiman8964 9 месяцев назад

So if a investor is really looking to make the most of there passive income why would you pay $28 to hold DGRW VS $8 to hold DGRO?

@DividendGrowthInvesting 9 месяцев назад

Well that’s the cost for every $10k invested. Well Dgrw has outperformed but no idea it that will continue. Dgrw tracks a different index and pays monthly. Something you would want to personally determine. I prefer SCHD/DGRO as my core and add Dgrw as a satellite position.

@suzukiman8964 9 месяцев назад

O, I prefer low expenses ratio's 0.06 minimum

@the_ghost_investor 9 месяцев назад

I need money so Invest in TSLY, NVDY and KLIP.

@DividendGrowthInvesting 9 месяцев назад

Such an interesting take on income investing. Surprised this wasnt a thing before.

@Gunieapower33 9 месяцев назад

QGRW looks solid too . But even if an ETF only had 500k AUM and was issued by some sketch financial institution. Let’s call it Pee Wee Herman Capital … if the stocks/index in pee wee Herman’s ETF all were rising wouldnt the ETF share price still rise ? Even though the AUM was small ..

@DividendGrowthInvesting 9 месяцев назад

Yup. Lol omg P.W.H.C.

@KGold53 9 месяцев назад

DGRW is forward-looking, DGRO is backward-looking. DGRW has outperformed DGRO, SCHD, and even SPY over the long-term. DGRW is best.

@DividendGrowthInvesting 9 месяцев назад

done very well!

@girldaddividendinvestor 9 месяцев назад

Very entertaining way of saying DGRW has more risk.

@KGold53 9 месяцев назад

@@girldaddividendinvestor Strange comment. Didn’t think what I wrote was all that entertaining. 🤔 In response to your claim that DGRW has more risk, here are the facts. Over the past five years, DGRW Sharpe Ratio is .60, standard deviation is 17.14, and max drawdown is -19.41%. For DGRO, it’s .51, 17.53, and -21.61%. SCHD is .56, 18.08, and -21.55%. So, historically over the past half-decade, DGRW has better risk-adjusted returns, slightly less volatility, and sold off less than its competitors, DGRO and SCHD. If anything, DGRW has been less risky. It might not continue, but those are the facts.

@Dan-Weston 9 месяцев назад

The index that DGRO select its investments from does have forward looking criteria so saying DGRO is only backwards looking is not accurate. Also to compare one ETF to another based on past performance is not a great approach to investing.

@KGold53 9 месяцев назад

@@Dan-Weston It’s either coincident (exclusion of top 10% yields) or backward-looking (minimum 5 years of uninterrupted annual dividend growth). Edit: I do see that consensus earnings forecast has to be positive (excludes companies with forecasted losses?) and payout ratio of less than 75% is measured for the next 12 months. So that’s the “forward looking” part. Not much there.