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If you’ve ever heard someone say “SCHD pays me 15%” while another investor says “That’s impossible!”, you’re about to find out why they can both be right.
In this video, I explain the difference between:
Current Yield
Yield on Cost
Actual Distributions
We’ll use real-world examples from SCHD, CHPY, and even Warren Buffett’s Coca-Cola investment to show why these numbers often create confusion—and which one actually matters depending on your investing goals.
Whether you’re investing for growth, dividend growth, or retirement income, understanding these metrics can completely change how you evaluate an ETF.
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00:00 Why Investors Get Yield Wrong
00:44 Yield vs Yield on Cost
02:06 What Is Current Yield?
03:52 Understanding Yield on Cost
05:00 Warren Buffett’s Coca-Cola Example
06:02 Why High-Yield ETFs Cause Confusion
07:59 Rental Property Example
08:37 Why I Still Love SCHD
09:01 Which Metric Matters Most?
09:16 Growth Investors
09:34 Dividend Growth Investors
09:59 Retirement Income Investors
11:30 SCHD vs CHPY Comparison
11:53 The Question Every Investor Should Ask
12:16 What Do You Look At First?
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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.
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from Simply Money https://www.youtube.com/watch?v=Cpj0SEM0Hsw
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