Dividend Digest: VOO, SCHG, SCHD, JEPI, and O

Dividends To Build Your Portfolio

Author

BullTradeFinder
November 21, 2024

Introduction
This edition of Dividend Digest dives into five popular investment options for income and growth: VOO, SCHG, SCHD, JEPI, and O. Whether you’re seeking steady dividends, long-term growth, or a balanced mix, these funds and REITs offer compelling opportunities.

VOO: Vanguard S&P 500 ETF

  • Current Yield: ~1.5%

  • Dividend Frequency: Quarterly

  • Overview: VOO tracks the S&P 500, providing exposure to large-cap U.S. equities. Its yield is modest, reflecting the focus on capital appreciation rather than income.

  • Growth Potential: High. VOO’s performance mirrors the broader market, making it a strong choice for long-term investors prioritizing equity growth alongside modest dividends.

SCHG: Schwab U.S. Large-Cap Growth ETF

  • Current Yield: ~0.5%

  • Dividend Frequency: Quarterly

  • Overview: SCHG focuses on large-cap growth companies, including tech giants like Apple and Microsoft. The low yield aligns with its growth orientation, favoring reinvested earnings over payouts.

  • Growth Potential: High. With a focus on sectors that drive innovation, SCHG is suitable for growth-centric portfolios.

SCHD: Schwab U.S. Dividend Equity ETF

  • Current Yield: ~3.5%-4%

  • Dividend Frequency: Quarterly

  • Overview: SCHD emphasizes dividend-paying U.S. stocks with strong fundamentals, offering a reliable mix of income and growth. Its inclusion of companies with sustainable payout ratios supports long-term stability.

  • Growth Potential: High. SCHD has a history of consistent dividend increases and capital appreciation, making it a staple for income-focused investors.

JEPI: JPMorgan Equity Premium Income ETF

  • Current Yield: ~8%-11%

  • Dividend Frequency: Monthly

  • Overview: JEPI uses covered call strategies to deliver high yields while maintaining equity exposure. This makes it a favorite for retirees or income-focused investors seeking consistent payouts.

  • Growth Potential: Moderate. While JEPI provides excellent current income, its growth is constrained by its focus on options income.

O: Realty Income Corporation

  • Current Yield: ~5.5%-6%

  • Dividend Frequency: Monthly

  • Overview: "The Monthly Dividend Company," O is a real estate investment trust (REIT) with a diversified portfolio of commercial properties. It has a track record of reliable and growing payouts.

  • Growth Potential: Moderate. O focuses on steady cash flows and has consistently increased its dividends over time, making it a strong choice for stability-focused investors.

Comparison Table

Ticker

Current Yield

Dividend Frequency

Growth Potential

Focus

VOO

~1.5%

Quarterly

High

Broad-market growth

SCHG

~0.5%

Quarterly

High

Large-cap growth equities

SCHD

~3.5%-4%

Quarterly

High

Dividend growth & income

JEPI

~8%-11%

Monthly

Moderate

High yield, lower volatility

O

~5.5%-6%

Monthly

Moderate

REIT income stability

Conclusion

Each of these investments serves a unique role in a diversified portfolio. VOO and SCHG focus on equity growth, with the latter targeting large-cap innovators. SCHD provides an excellent mix of growth and income, while JEPI and O cater to income seekers with high, consistent yields.

Balancing these funds can help investors achieve their financial goals, whether they prioritize growth, income, or a mix of both.

Want insights into creating a dividend-focused portfolio or tracking yield trends? Let me know!

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