Unlock a powerful portfolio mix: high-income covered calls, broad market growth, NASDAQ exposure, and RSPA’s equal weight diversification. Essential for navigating today’s concentration risk. #InvestingTips #PortfolioDiversification #FinancialStrategy #StockMarket
from Simply Money https://www.youtube.com/shorts/UWG0vKvFrQE
Balancing income, growth, and long-term compounding with a 5 ETF portfolio. Stop choosing between growth (QQQM) or income (SPYI/QQQI). Find the sweet spot. #ETFInvesting #PortfolioStrategy #IncomeGrowth #Compounding
from Simply Money https://www.youtube.com/shorts/JbeBr_LcGI4
Forget choosing between income or growth. Discover a 5 ETF portfolio (QQQI, QQQM, SPYI, VOO, RSPA) that balances both, reduces hidden risks, and could redefine your retirement strategy. #InvestingTips #ETFStrategy #FinancialGrowth #IncomeInvesting #PortfolioManagement
from Simply Money https://www.youtube.com/shorts/l6QAM_LkSHc
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Over $90 billion is invested in SCHD, making it one of the most popular dividend ETFs in the world.
But what if SCHD wasn’t actually the best-performing dividend ETF over the last decade?
In this video, I compare 10 of the most popular ETFs using the Simply Money Portfolio Planner
to see which generated the most wealth, the most income, and the best long-term results.
ETFs Compared
SCHD
DGRO
VIG
VYM
HDV
JEPI
JEPQ
VOO
VTI
QQQ
We’ll compare:
Historical performance
Dividend growth
Income generation
Broad market performance
Technology growth
Future projection scenarios
Portfolio allocation ideas
The results may surprise you—especially if you’re a long-time SCHD investor.
Remember, the goal isn’t to find the “best” ETF. It’s to understand what job each ETF is designed to do and how it fits into your retirement plan.
Simply Money Tools
Portfolio Planner
DRIP Score
Retirement Stress Test
Available through the Buy Me a Coffee link below.
If you enjoy retirement planning, dividend investing, ETF analysis, and building passive income, consider subscribing.
Every ETF has a job, and every job has a purpose.
This video is for educational purposes only and should not be considered financial advice.
__________
00:00 SCHD wasn’t the best dividend ETF?
01:10 Comparing 10 popular ETFs
01:43 How this ETF comparison works
03:28 Important assumptions before we begin
04:09 Inside the Simply Money Portfolio Planner
06:02 Setting up the historical comparison
09:58 SCHD vs. DGRO vs. VIG results
10:45 VYM vs. HDV dividend battle
11:35 JEPI vs. JEPQ income comparison
13:19 Why the “best” ETF depends on your goals
15:03 VOO vs. VTI head-to-head
15:30 QQQ dominates the historical returns
16:20 Category-based future projections
17:53 Individual ETF forecasts
20:42 The biggest surprise of the study
20:49 SCHD vs. DGRO: The real story
21:25 Why SCHD is outperforming again in 2026
22:01 Building a balanced ETF portfolio
23:01 No ETF wins forever
23:51 The biggest investing lesson
__________
Welcome to Simply Money — your source for ETF investing, dividend income, passive income, retirement planning, and financial freedom.
I break down real-world investing strategies using data, portfolio analysis, backtesting, and income projections to help you make smarter financial decisions.
On this channel you’ll learn:
• ETF Investing Strategies
• Dividend Income & Passive Income
• Covered Call ETFs & High-Yield Investing
• Monthly Income Portfolios
• Retirement Income Planning
• Growth vs Income Investing
• Dividend Growth & Yield on Cost
• Portfolio Analysis & ETF Comparisons
• DRIP Strategies & Income Reinvestment
• Financial Independence & Wealth Building
Featured investments include SCHD, SCHG, JEPI, JEPQ, SPYI, QQQI, CHPY, IWMI, GPIQ, GPIX, and other dividend and income-focused ETFs.
Simply Money Investing Tools
• Simply Money DRIP Score
• Simply Money Portfolio Planner
• Simply Money Retirement Stress Test
• Income Forecast & Income Tracker
• Dividend & Portfolio Analysis Tools
Get access here:
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Free Simply Money Member Key:
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Subscribe for weekly videos on ETF investing, dividend income, passive income, retirement planning, and financial freedom.
#SimplyMoney #ETFInvesting #DividendInvesting #PassiveIncome #RetirementPlanning #DividendIncome #MonthlyIncome #IncomeInvesting #FinancialFreedom #WealthBuilding
from Simply Money https://www.youtube.com/watch?v=JLP21hrMjg8
Seeing negative price appreciation and total return across all scenarios. This is not the investment outcome anyone wants. #RealEstate #Investing #MishMish #MarketUpdate
from Simply Money https://www.youtube.com/shorts/dlrvJFWYGVs
Don’t judge ETFs on historical performance alone. Weak future decay profiles mean yield isn’t the full story anymore. Rethink your ETF evaluation strategy. #ETFInvesting #InvestmentTips #FinanceExplained #SimplyMoney #InvestingTheEasyWay
from Simply Money https://www.youtube.com/shorts/JxlYax7HV5o
Introducing the Drip Score: a new way to measure if reinvesting your money truly builds wealth or silently erodes it. Discover the truth behind your investment growth. #DripScore #InvestingTips #WealthBuilding #FinancialLiteracy
from Simply Money https://www.youtube.com/shorts/B2Quem66dpI
Unlock a powerful portfolio mix: high-income covered calls, broad market growth, NASDAQ exposure, and RSPA’s equal weight diversification. ...
