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Can a dividend-focused portfolio really outperform the broader market while generating significantly more income?
In this video, I compare SCHD against the market and reveal how my portfolio is currently generating an 18% dividend yield while still focusing on long-term wealth building. We’ll look at dividend growth, yield on cost, income generation, total return, and the tradeoffs between income investing and traditional index investing.
Many investors assume you must choose between growth and income. The data may tell a different story.
In This Video:
SCHD vs the broader market
Dividend income vs total return
How yield on cost can grow over time
Building a high-income ETF portfolio
Dividend growth investing strategies
Income investing vs growth investing
Retirement income planning
Passive income from ETFs
Whether you’re investing for retirement, financial independence, or monthly cash flow, understanding the balance between income and growth is critical to long-term success.
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00:00 18% Yield on Cost Explained
00:53 Biggest Dividend Investing Mistake
01:29 SCHD vs JEPI vs QQQI
02:34 JEPI Yield on Cost
05:40 QQQI Yield on Cost
08:58 SCHD Yield on Cost
09:44 SCHD’s 18.6% Yield on Cost
11:03 SCHD Income Growth Example
12:19 SCHD vs QQQI Fair Comparison
13:04 All-In SCHD Portfolio
14:12 $60,000 Annual Income Example
15:20 My SCHD Yield on Cost
15:46 SCHD vs JEPI Distributions
16:35 Why SCHD Is So Popular
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Welcome to Simply Money — investing, dividend income, passive income, retirement planning, and financial freedom made simple.
On this channel, I break down ETF investing, dividend income strategies, passive income, retirement planning, and real portfolio performance so you can build wealth with clarity — not guesswork.
Most people don’t need more information… they need better answers.
That’s why every video focuses on real data, portfolio analysis, backtesting, dividend income projections, and actual results — not hype.
If you want to understand:
• How to generate monthly income from ETFs
• How to build a dividend portfolio that actually pays
• The difference between growth vs income investing
• How to budget, save, and invest smarter
• How to create passive income streams
• How to prepare for retirement and financial independence (FIRE)
You’re in the right place.
Why This Channel Is Different
Most finance channels explain ideas.
Here, I run the numbers.
You’ll see:
• Real portfolio scenarios
• Side-by-side ETF comparisons
• Monthly, quarterly, and annual income projections
• Dividend income forecasts
• Total return analysis
• Retirement planning simulations
• Long-term investing projections
So you can make decisions based on data — not opinions.
Simply Money Investing Tools & Spreadsheets
Take your investing analysis to the next level with the Simply Money Wealth System
— a collection of exclusive spreadsheets designed for dividend investors, retirement planners, and income-focused investors.
Included tools feature:
Simply Money DRIP Score
Analyze dividend reinvestment performance, total return, yield on cost, dividend growth, and income sustainability.
Simply Money Portfolio Planner
Build, compare, and stress-test ETF portfolios while projecting future income and growth.
Simply Money Retirement Stress Test
Run retirement scenarios, Monte Carlo simulations, portfolio longevity projections, and income sustainability testing.
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