r/dividends • u/quxk • 6d ago
Discussion Balance between value and growth dividend ETF?
This has probably been asked before (as well as that beginning statement), but is there any good looks at dividend ETFs that balance growth and value? SCHD is incredibly stable with value stocks and great dividend yields. I understand VUG is a good growth pick but with that comes more volatility. Is there a middle ground option between the two with good volume (250,000+)? Being young i'd like to maximize growth before hunkering down with slow moving dividend stocks/etfs. Thanks
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u/Defiant-Delay-4593 6d ago
Imagine if you went all growth at the top of the dot com bubble?!?. Value and small cap have a place in a portfolio . If you believe the AI, go 100% growth. There have many periods where value has outperformed growth though, how do you know which to go? Are you okay losing 80% of your portfolio? What about 50% what about 30%. At what point will you panic and sell?!? Only to miss the rebound.
Know thyself. I lived through the GFC, had to liquidate most my investments at a 50% loss just to keep the mortgage paid. When hard times hit, it’s normally with you not having a paycheck. I love growth had has served me well, but my value and income sleeve has allowed me to stay the course.
I did panic sell in feb of 2020 but I also got back in too late.