SCHD vs FDVV: I Finally Did The Math (Here's The Honest Answer)
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FDVV has outperformed SCHD by more than 4% per year over the past five years β but when you run the full 10-year math on $100,000 in each fund, including dividend growth, income at year 10, expense ratio drag, and drawdown risk, the comparison gets a lot more interesting than the headline number suggests. This video breaks down exactly what each fund is actually betting on, why SCHD is producing nearly identical income at year 10 despite starting at a lower yield, and why the 2026 data has flipped the five-year trend completely. The right answer depends entirely on what role the position is playing in your portfolio and whether you want tech concentration working for you or not.
π¨Get Trade Ideas & Market Updates: π https://theweeklywheel.beehiiv.com/
FDVV has outperformed SCHD by more than 4% per year over the past five years β but when you run the full 10-year math on $100,000 in each fund, including dividend growth, income at year 10, expense ratio drag, and drawdown risk, the comparison gets a lot more interesting than the headline number suggests. This video breaks down exactly what each fund is actually betting on, why SCHD is producing nearly identical income at year 10 despite starting at a lower yield, and why the 2026 data has flipped the five-year trend completely. The right answer depends entirely on what role the position is playing in your portfolio and whether you want tech concentration working for you or not.
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