DGRO News & Analysis
2 articles
Market Mood
VOO ETF Shows 303% Return Over 10 Years for Inherited IRAs
The Vanguard S&P 500 ETF (VOO) has posted a 303.84% return over the past ten years, making it a solid choice for individuals looking to manage inherited IRAs. For 2025, the iShares Core Dividend Growth ETF (DGRO) is projected to yield dividends of $1.45 per share. Additionally, the JPMorgan Ultra-Short Income ETF (JPST) is recommended for cash needs in the later years of the withdrawal period. With the IRS requiring accounts to be emptied within ten years after inheritance, these investment options are critical for mitigating tax impacts and maximizing growth potential.
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SCHD Outperforms S&P 500 by 9% YTD with 17% Return
The Schwab U.S. Dividend Equity ETF (SCHD) has gained 17% year-to-date, outperforming the S&P 500's 8% return by approximately 9 percentage points. This performance has drawn attention to dividend growth funds, particularly in sectors such as healthcare, energy, and financials, which now trade at more reasonable multiples. SCHD tracks the Dow Jones U.S. Dividend 100 Index, utilizing a three-factor screen, accounting for dividend history, cash flow, and growth. This outperformance suggests a shift in market leadership towards funds focusing on real cash flow and sustainable dividend policies.
Read More: SCHD Outperforms S&P 500 by 9% YTD with 17% Return