FDVV or SCHG

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Hi Dan, with drip as a factor, which one would you choose for a long term play? thanks as always

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Asked on August 26, 2025 3:29 pm
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It is kind of funny, the Fidelity "High Dividend" fund's top holdings are Nvidia, Microsoft, Apple, Broadcom, Visa, etc. The majority of which do not pay "high dividends" at all.

The fund does yield a bit more because it is not as concentrated in the top holdings at SCHG does, so it makes up for its yield with higher yielding stocks at the lower end of the allocations.

I like FDVV more. You have achieved higher levels of returns with lower risk than something like SCHG. Although SCHG has more overall holdings, it is more heavily concentrated at the top with double digit weightings to some of its top holdings.

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Posted by Dan Kent
Answered on September 2, 2025 9:14 am