Beat the S&P500 with this ETF! Up over 300% in the last 10 years. Will it continue?

Heading to church first.

If you wanted to beat the SP500, invest in the NASDAQ. The wipes the floor of SP500... and similar to what is stated here is that its heavy tech and biotech. But as with anything, its additional risk... Wall Street is very very good in exploiting any arbitrage.

Suddenly it’s effortless to hire people at work compared to the last several years . The market surpasses value metrics ahead of the previous two debacles in 2000 and 2008. Coworker recently quit because “He has a passion for trading “ I don’t lament the 8.5% taxable equivalent yield I’m obtaining from in state AAA munis I picked up below par during the bond crash in late 2023. Going to see that return over the next decade in the market. Demographics , debt, and valuations say no way.

Why didn't you compare it to QQQ?🙁 .. And that other one, VG Something!

Seems like a good ETF that might compliment well with schd. If I got the chance to go talk to my younger self I'd probably just tell him to KISS and buy SPY and QQQ and spend time on a more useful hobby like underwater basket weaving... But on second thought where's the fun in that!

Buy ZIVB and you gonna be perfectly fine

You should create a community for investors like us. Your videos are always very informative. I selling puts on SCHG trying to get in at a lower cost and I will run the wheel to try to extract as much value as possible. I am running the wheel on JEPI and it's been great so far. I am trying to minimize the lag against the SP500 while the market is going vertical, but I need more protection and SCHG feels like a great product to do it.

Nice job. Any thoughts on taxes huge problem and could get real bad.

I pair SCHG with SCHD. Only 1% overlap. SCHD pays a little better dividend, but SCHV is better diversified with 500+ holdings compared to the 100+ holdings of SCHD. Kind of a toss-up between those two, I don't think either would be bad. I did a comparison between all the well known growth ETFs a few years back, when starting a new portfolio. I spent a couple of weeks crunching data, making charts, graphs, spreadsheets, etc. SCHG ended up being my overall pick of growth ETFS. I can't even remember who came in second, I've slept since then.

Refreshing and well balanced video. I enjoy the inclusion of risks and overlaps into the topics in addition to the raw returns of the funds. I also wonder if value stocks can make a come back.

Why should I buy this ? You better buy SPY and sell far OTM monthly calls for aditional income against it.

We don't have the s&p 500 in Australia. We have Vegemite and Kangeroos and other stuff. We have the s and p 200 though. Oh, and I forgot the gum trees. We have lots of those.

Try vug

What I dont like about that stock "SCHG" is no opportunity to sell options on my shares.

Seems like the QQQ's have out performed this fund. Still looks better than SPY.

What if you just held the two SCHG and SCHD. Maybe a good combination? what do you think?

My Cheerio's are getting soggy. C'mon man.
Jk, love your channel.

FSPHX mutual fund 15% annual rate of return since 1981 inception. FMAGX 15% annual rate of return since 1963 inception, no trading, no skills, just buy and hold and laugh.

Weird how Google Finance shows that at 37.99% for 1 year.

Great production. Thank you.

I buy SCHG weekly. Can’t believe it’s not mentioned more.

Can you compare with XLK and see

Great video!! But I have SCHD + DGRO + QQQM + VTI equally weighted and this covers all bases in my opinion.

Your channel is great man! Just got into investing and this stuff is super helpful.

I invested 65k into various chips and semiconductor stocks alongside Nvidia in January and literally just 5 months after that same portfolio is up ~$323k!.. I think this tech bull market continues well into 2025

I feel like SCHG is closer to Nasdaq 100 than S&P. Or it sorta splits the difference between the 2.

Most of this performance comes from NVDA. Not sure how long this party will go. Historically middle cap outperformed large and small caps, and small outperformed large. It is possible that this time is different but it is often not.

SCHG has a CAGR of 16.7% since 2012 versus 14.2% for S&P 500. Nice. But the max drawdown was 35% versus only 24.7%, so significantly more risk. Much better way to do this is to just own the top two stocks of the S&P 500, weighted according to the index. Zero fees this way. CAGR of 21.9% with only 27.8% max drawdown. Much better return than SCHG, but less risky. Diversification is overrated!

Just swapped from QQQM to SCHG Friday, to take advantage of the upcoming 4 way split and slightly better yield.

EPL... Final match day 2024... Manchester City or Arsenal? Kind of tired of Man City and I've forgotten about how annoying Arsenal was back in 2003. I guess I'm going with Man City folding like a cheap tent and the Gunners stealing it. I doubt it will happen but that's my next 2 hours! Kickoff in 15 minutes. Cheers!