Ticker

FDVV carries a higher expense ratio but has delivered stronger 1-year and 5-year total returns than SCHD SCHD offers a higher dividend yield at 3.4% and more defensive sector exposure, with Consumer Defensive at 19% FDVV tilts toward technology and financials while SCHD leans into energy and consumer defensive stocks

HDV charges a marginally higher expense ratio than SCHD but has outperformed over the past year. SCHD offers a higher dividend yield and greater diversification across its 101 holdings.

2026 has put everyone in a jolt of worry. The ongoing conflict has put markets in heightened volatility, and investors seem spooked.

The Schwab U.S.

Scott Kaufman from The Dividend Kings explains the large rotation from growth focused investments to being overwhelmingly focused on value. Strict valuation discipline, exiting quality names like Enbridge (ENB) when total return outlooks turn negative due to overvaluation.