DIVZ

DIVZ reports 30 positions, but the weights make it behave like about 26.2 equally weighted ones. Computed by this site from the fund's SEC Form N-PORT filing — see what this measure does not tell you and the full table.

• 009 Expense ratio
• 008 Maximum drawdown
• 008 Standard deviation
• 007 Total return
• 005 Duration
• 005 Factor exposure
• 005 Beta
• 003 Tracking error

• DGRO vs SCHD: Two Dividend-Growth Approaches — Breadth vs Concentration

  DGRO holds 400+ names with a lower 1.96% yield and a growth lean; SCHD holds roughly 100 with a 3.25% yield and a sharper value-quality tilt — same...

  05 Jul 2026 9 min ETF Analysis

• VYM vs SCHD: High Yield vs Dividend Quality — Two Different Bets on Income

  VYM and SCHD both market themselves as dividend funds, but they are built on different screens — VYM ranks the broad market by forward yield; SCHD filters...

  21 Jun 2026 9 min ETF Analysis

• DIVZ vs SCHD vs NOBL: Three 'Quality Dividend' Approaches Compared

  Three funds, three different definitions of "quality dividend": SCHD screens on financial strength plus yield, NOBL filters by 25+ years of consecutive...

  01 Jun 2026 11 min ETF Analysis

• The Ultimate 2026 Hybrid Portfolio: How to Mix Classic ETFs with AI Quant

  The hybrid framework — a low-cost passive core plus a small AI-quant satellite — only earns its keep when the satellite delivers exposure the core does not....

  15 May 2026 10 min Investment Framework

• AGG vs. BNDI: Total Bond Market vs. AI-Driven Active Fixed Income Strategy

  AGG and BNDI hold roughly the same investment-grade bond universe in their core. The difference is one decision: BNDI writes options on top of that core to...

  09 May 2026 10 min ETF Analysis

• JEPI vs. AIPI: High-Yield Income vs. AI-Powered Options Overlay Strategy

  JEPI pays an 8.4% distribution yield against a five-year track record (CAGR 8.2%, max drawdown -13.7%) and runs $44.0B in assets — a credible defensive...

  06 May 2026 10 min ETF Analysis

• SCHD vs. DIVZ: Traditional Dividend Growth vs. AI-Enhanced Yield Strategy

  Over the trailing five years DIVZ outpaced SCHD by roughly 90 bp per year on total return, with lower realized volatility — but at roughly ten times the...

  03 May 2026 11 min ETF Analysis

• SCHD vs VIG: A Quantitative Analysis of Dividend Quality Factors

  VIG outpaced SCHD by roughly 160 basis points per year over the trailing five years (10.3% vs 8.7% CAGR), driven by its broader sector reach and...

  28 Apr 2026 9 min ETF Analysis

• SCHD and the Power of Dividend Discipline

  SCHD is not a yield product — it is a quality screen (return on equity, cash flow / debt, five-year dividend growth) that happens to express itself through...

  20 Feb 2026 9 min ETF Analysis