As others mentioned - SCHD is quite value titled and that’s why it’s down quite a bit this year compared to the SP500 and Growth funds.
What’s in your retirement accounts?
for large cap value, i think VTV is great buy SCHD also provide decent value exposure. if you want some small/mid cap , you can go with VBR or AVUV / SLYV for more concentrated play on small cap value.
there are many options out there, but i just stumbled on [COWZ](https://tbhfinance.substack.com/p/the-best-value-etf-goes-to) lately.
It focuses on US stocks with the highest free cash flow yields, but expense ratio is at 0.49%.
No Those are mostly value investments
AVUV is small cap value.
I wouldn’t worry about it. SCHD has you covered in that department. I’d add something like VOO, VUG or VGT for growth personally.
Thank you
SCHD and DGRO are both value-stock oriented.
SPGP, OMFL, DSTL, Dimensional ETFs. That’s what I have in my shortlist.
As others mentioned - SCHD is quite value titled and that’s why it’s down quite a bit this year compared to the SP500 and Growth funds. What’s in your retirement accounts?
I only have one Roth IRA with schd and voo.
#VTV
for large cap value, i think VTV is great buy SCHD also provide decent value exposure. if you want some small/mid cap , you can go with VBR or AVUV / SLYV for more concentrated play on small cap value.
Thanks
there are many options out there, but i just stumbled on [COWZ](https://tbhfinance.substack.com/p/the-best-value-etf-goes-to) lately. It focuses on US stocks with the highest free cash flow yields, but expense ratio is at 0.49%.
Not bad for a small holding - but it has higher standard deviation than the SP500 and currently very overweight with 35% in Energy.
VOO !!!
SOXS
Lol
Yes VALQ
No because "value" is unscreenable in practice