The Bottom Line:
- QQM: Low expense ratio of 0.15%, up 37.3% in the last year, focused on technology sector.
- SXQ: Semiconductor industry focus, low expense ratio of 0.19%, up 61.1% in the last year.
- SPLG: Tracking the S&P 500 with a very low expense ratio of 0.02%, up 25% in the last year.
- SCD: Schwab US Dividen Equity ETF with an expense ratio of 0.06%, up 10.63% in the last year.
- VT: Vanguard Total World Stock Index with an expense ratio of 0.07%, up 18% in the last year, offering exposure to global markets.
QQM: Low Expense Ratio and Strong Tech Sector Focus
QQM: Low Expense Ratio and Strong Tech Sector Focus
QQM offers a more cost-effective option compared to QQQ, with a lower expense ratio of 0.15%. It has shown solid performance over the last year, posting a return of 37.3%. The ETF is heavily focused on the technology sector, with a significant portion of its holdings allocated to tech giants like Microsoft, Apple, and Nvidia.
SXQ: Semiconductor Industry Focus and Low Expense Ratio
SXQ stands out for its emphasis on the semiconductor industry and its low expense ratio of 0.19%, making it a compelling choice for investors interested in this sector. Notably, the ETF has seen impressive performance, achieving a return of 60% over the last year. Top holdings include companies like Nvidia, Broadcom, and Advanced Micro Devices.
SCHD: Stable Dividend Yield and Competitive Expense Ratio
SCHD is highlighted for its stable dividend yield, currently at 3.43%, and an attractive expense ratio of 0.06%. The ETF focuses on sectors such as financials, healthcare, and consumer defensive, with top holdings including Texas Instruments, Lockheed Martin, and Chevron Corporation. SCHD has delivered consistent performance and dividend growth, making it a reliable long-term investment option.
SXQ: Thriving Semiconductor Industry Investment
SXQ: Focused on Semiconductor Industry with Competitive Expense Ratio
For investors interested in the semiconductor industry, SXQ offers a compelling choice with its emphasis on this sector. With a low expense ratio of 0.19%, SXQ stands out as a cost-effective option in this space. Over the past year, the ETF has demonstrated strong performance, boasting a return of 60%. Its top holdings include key players like Nvidia, Broadcom, and Advanced Micro Devices.
SCHD: Consistent Dividend Yield and Favorable Expense Ratio
SCHD is known for its stable dividend yield, currently at 3.43%, making it an attractive option for income-seeking investors. With an expense ratio of 0.06%, SCHD offers a competitive cost structure. The ETF focuses on sectors such as financials, healthcare, and consumer defensive, with top holdings including Texas Instruments, Lockheed Martin, and Chevron Corporation. Its track record of consistent performance and dividend growth makes it a reliable choice for long-term investors.
SPLG: Tracking S&P 500 with Minimal Expenses
SPLG: Low Expense Ratio and Efficient Tracking of S&P 500
In the realm of ETFs to buy and hold long-term, SPLG stands out for its minimal expense ratio of 0.02%, making it a cost-effective option for investors looking to track the performance of the S&P 500 index. Over the last year, SPLG has delivered a strong performance, showing a return of 25%. Its holdings are primarily concentrated in sectors such as technology, financials, and healthcare, with prominent positions held by top companies like Microsoft, Apple, and Nvidia.
VHT: Emphasizing Healthcare Sector Exposure with Favorable Expense Ratio
VHT offers investors exposure to the healthcare sector while maintaining a competitive expense ratio of 0.03%. With a dividend yield of 1.37%, VHT provides a stable income stream for investors seeking consistency. Over the past year, the ETF has shown robust performance, recording a return of 18%. Its holdings are diversified across various healthcare subsectors, with key positions held by industry leaders such as Johnson & Johnson, Pfizer, and UnitedHealth Group.
SCD: Diving into Schwab’s US Dividen Equity ETF
SCD: Overview of Schwab’s US Dividen Equity ETF
The Schwab US Dividen Equity ETF is distinguished by its low expense ratio of 0.06% and a notable dividend yield of 3.43%. The ETF has shown consistent performance and dividend growth, with a return of 10.63% over the last year.
SCD: Sector Allocation and Top Holdings
Financials make up the largest portion of the ETF at 17.21%, followed by healthcare and consumer defensive sectors. Among the top 10 holdings, Texas Instruments, Lockheed Martin, and Chevron Corporation feature prominently, with fairly equal weightings around 4%.
SCD: Performance Comparison and Total Return
In comparison to other popular ETFs like SDY and DVY, the Schwab US Dividen Equity ETF boasts one of the lowest expense ratios at 0.06%. Its performance has been competitive, positioning it in the mid-range among competitors over the last year and three years. However, over the last five years, it has delivered strong returns, outperforming many counterparts.
VT: Global Market Exposure with Vanguard Total World Stock Index
Vanguard Total World Stock Index: Broad Exposure and Low Expenses
The Vanguard Total World Stock Index ETF (VT) offers exposure not only to the US market but also to global markets, making it a diversified investment choice. With an expense ratio of 0.07%, VT provides cost-efficient access to a wide range of companies worldwide. Over the last 12 months, VT has shown a return of 18%, reflecting its performance in both domestic and international markets.
VT: Sector Composition and Top Holdings
Sector-wise, VT has significant allocations to the technology sector at 23.47%, financials at over 15%, and industrials at just over 11%. Among its top 10 holdings, Microsoft, Apple, and Nvidia hold notable positions. This diverse mix of sectors and companies within VT’s portfolio adds depth to its global market exposure strategy.
Comparative Performance and Total Return
When comparing VT to other ETFs in terms of expense ratios, its 0.07% stands out as one of the lowest in the market, indicating a cost-effective investment option. In terms of performance, VT has delivered a total return of 21% over the last year, showcasing consistent growth. Over a longer timeframe like the last 10 years, VT has outperformed many competitors, highlighting its potential for sustained returns in a buy-and-hold strategy.
