Updated
Updated · 24/7 Wall St. · Sep 18
SCHD Tops VIG for Retirement Income With 3% Yield as VIG Offers 1.7%
Updated
Updated · 24/7 Wall St. · Sep 18

SCHD Tops VIG for Retirement Income With 3% Yield as VIG Offers 1.7%

1 articles · Updated · 24/7 Wall St. · Sep 18

Summary

  • SCHD was judged the better ETF for retirees needing income now because its forward yield is in the low 3% range, versus about 1.7% for VIG, making the payout gap meaningful on a $500,000 portfolio.
  • That difference stems from methodology: SCHD screens for cash-flow quality, yield, ROE and dividend growth, while VIG requires 10-plus years of dividend hikes but excludes the highest-yielding quartile, steering it toward lower-yielding growth names.
  • Performance has reflected those bets. SCHD returned 44.24% from 2020 to 2022 against VIG's 28.11%, and is up 24.69% year to date versus 8.39% as a 5.01% 10-year Treasury has pressured longer-duration growth stocks.
  • The longer view is tighter: VIG returned 242.6% over 10 years versus SCHD's 237.18%, suggesting VIG still suits investors five to 10 years from retirement if falling rates and renewed growth leadership restore its edge.

Insights

Could prioritizing immediate high yield secretly trap your retirement portfolio in stagnant, low-growth sectors?
When exactly does a dividend growth strategy finally beat a high-yield fund in absolute cash flow?
Are psychological comforts blinding retirees to the mathematical reality of total return investing versus dividend harvesting?