“2 MUST OWN ETFs as Tech Stocks CRASH”
HDV is a valuable non-tech, high-dividend diversifier for growth portfolios and remains among the speaker's most important investments: it returned 24% versus 11% for the S&P 500, yields over 3%, charges 0.08% and has only about 1% in technology. But heavy Exxon and Chevron energy exposure makes it vulnerable if oil prices fall significantly, and with its top 10 holdings at 55% it is more concentrated than expected and not a substitute for full diversification.
Now , let's move on to the second exchange-traded fund (ETF) that I would like to highlight , which is the HDV or iShares Core High Dividend ETF. Although the names HDV and SCHD may sound similar, they actually differ in some important aspects.
Both funds focus on dividend- paying US companies , feature relatively low expense ratios, and offer investment opportunities outside the technology sector that dominates many major market indices.
However, the HDV fund pays more attention to companies with high dividend yields that meet specific financial criteria. The fund tracks the Morningstar Dividend Yield Focus Index, producing a different investment portfolio composition.