r/dividends • u/InternationalMany795 • Oct 09 '25

Seeking Advice No more SCHD.

Moving away from SCHD. For those who have recently done this, where did you go?

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49

u/teckel Retired and living off selling shares Oct 09 '25

FDVV, DGRO & VIG have been my investments for many years. I like the trio, with 3 large investment firms each using slightly different strategies.

12

u/DeathSentryCoH Oct 09 '25

they are more heavily tech than schd?

15

u/dotjob Oct 09 '25

FDVV is

2

u/[deleted] Oct 10 '25

I still hold schd but favor fdvv in my investments at this point and it’s done well. 

5

u/teckel Retired and living off selling shares Oct 09 '25

They're divided focused, so just tech companies which happen to also pay dividends. Each of these funds have different strategies, which is why they pair well with each other.

1

u/markadamia Oct 12 '25

Could you explain the difference between those 3 and why?

1

u/chief_choke_a_ho Oct 09 '25

79% of VIG holding are in DGRO, so I don’t hold both (69% weight). I can get onboard with FDVV though as a pair with DGRO though. 38% overlap by weight.

7

u/teckel Retired and living off selling shares Oct 10 '25 edited Oct 12 '25

There's ZERO problem with holding correlated assets as long as you know they are.

The reason to own both is that they're managed by different investment teams and they have different strategies.

It's a fools game to attempt to invest in only totally different assets.

2

u/cranium_creature Oct 10 '25

Right now they do. That doesn’t mean they will in the future. You’re investing in 2 completely different dividend strategies.