A lot of investors wrote this dividend ETF off (#SCHD). They said income was dead. They said growth had won. QQQ and VTI were crushing SCHD. But...
Here we are in 2026, and SCHD fund is beating the S&P 500 so far this year.
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So the real question isn’t just “Is it outperforming?”
👉 The real question is: Is this a real comeback — or just a temporary bounce?
In this video, I break down:
• Why this dividend-focused ETF is suddenly dream vs wings outperforming
• The market rotation driving value and income stocks higher
• How interest rate expectations are boosting dividend appeal
• What changed in the fund’s recent rebalance
• How this ETF behaves compared to VTI and QQQ
• Why dividend funds can act as portfolio stabilizers
• And a Monte Carlo simulation revealing the long-term tradeoffs between income, growth, and total market investing
This isn’t about hype.
It’s about understanding cycles, risk, and which strategy you can actually stick with. 
The Monte-Carlo example in today's SCHD video was performed using PortfolioVisualizer.
SCHD was once considered by many to be an "underperforming" dividend etf, with some even writing it off. However, our schd analysis shows that it's now beating the la provincia di cremona S&P 500. This video dives into the schd etf performance and even simulates a schd vs voo comparison over 30 years, highlighting the potential for schd dividend growth. 📈💰
🎯 The Real Reveal: Monte Carlo Outcomes
Instead of guessing the future, this video runs thousands of simulated 30-year futures to show realistic outcomes:
• Dividend ETF SCHD = more stability, fewer extreme swings
• VTI = balanced lens vs psg middle-ground
• QQQ = higher upside… but much larger downside risk
The takeaway:
👉 The best ETF isn’t the one with the flashiest returns — it’s the one you won’t abandon when fear spikes.
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*Disclaimer: Bob is not a financial advisor. Please contact a professional financial advisor prior to making any decisions. Some of the links and other products that appear on this video are from companies in which Bob Sharpe earns an affiliate commission or referral bonus. Bob Sharpe is part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available.
