Can SCHD Actually Beat the S&P 500? (The Honest Truth)

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Whether SCHD "beats" the S&P 500 depends entirely on how you define success: wealth accumulation or growing income. In this video, I break down why comparing these two funds is a category error, as they are optimized for fundamentally different jobs. We analyze the historical performance differences—highlighting how SPY dominates during tech-driven bull markets while SCHD’s quality filter provides crucial downside protection during bear markets—and explain why holding both can create a balanced portfolio that offers both broad market growth and a reliable, compounding income stream.