Forget SCHD: This Monthly Dividend Grower Out-Returned It by 38% Over the Last Decade

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• DGRW's 0.28% expense ratio is 4.5 times higher than SCHD's 0.06%

  60% confidence

• SCHD tracks the Dow Jones U.S. Dividend 100 Index, a rules-based screen emphasizing sustainable yield, cash flow to debt, return on equity, and consistent dividend growth

  60% confidence

• SCHD pays a higher headline yield than the broad market but earns that yield by underweighting sectors that have led U.S. equity returns for most of the last decade

  60% confidence

• DGRW pays monthly dividends versus SCHD's quarterly schedule, making it more practical for retirees

  60% confidence

• The analyst who called NVIDIA in 2010 has named his top 10 AI stocks and DGRW did not make the cut

  60% confidence

• SCHD charges a 0.06% expense ratio and holds roughly $95.1 billion in net assets

  60% confidence

• SCHD's value tilt drove a 25.78% trailing-year return compared to DGRW's 17.86%

  60% confidence

• DGRW outpaced SCHD 75% to 51% over the trailing five years on a price-adjusted total return basis

  60% confidence

• Over ten years SCHD returned 232% versus DGRW's 270%, an outperformance of 38 percentage points

  60% confidence

• SCHD's top ten positions include Texas Instruments at 5.59%, UnitedHealth Group at 5.55%, Qualcomm at 5.53%, Coca-Cola at 4.08%, Chevron at 3.94%, and Merck at 3.90%

  60% confidence

• Over the trailing five years SCHD returned 51% and DGRW returned 74.9% on a price-adjusted basis

  60% confidence

• In calendar year 2025, DGRW returned 12.51% while SCHD returned 4.56%

  60% confidence

Data points we hold from this source