50% SCHD & 50% VGT Beats The S&P 500 (VOO) | Year 14
50% SCHD & 50% VGT Beats The S&P 500 (VOO) | Year 14 #SCHD #VGT #ETFInvesting A 50/50 mix of SCHD and VGT can be a powerful, low‑maintenance way to capture growth and stability. In this video I walk through a 14‑year backtest in Portfolio Visualizer, explain the methodology behind each ETF, and show how a modest annual outperformance can compound into dramatically larger long‑term results compared with VOO. If you want practical ETF allocation ideas that balance tech growth with dividend stability, this breakdown is for you. Watch for the Portfolio Visualizer walkthrough, dividend growth analysis, and the simple spreadsheet that illustrates compound returns over 30 years. If you found this useful, like the video, subscribe for more ETF strategies, and drop your favorite two‑ETF combo in the comments so we can compare ideas. We covered: • Thesis and strategy: introduced the 50/50 SCHD + VGT allocation and explained why a simple, passive mix can outperform VOO over the long term. • Fund deep dives: reviewed VGT’s tech‑heavy holdings, expense ratio, and performance; explained SCHD’s dividend‑focused methodology, sector makeup, and dividend growth. • Backtest and compound case study: walked through a 14‑year Portfolio Visualizer backtest, annualized return comparisons, and a 30‑year compound spreadsheet showing how small annual outperformance scales. 🔔 Subscribe now to build generational wealth! / @jeffteeples ⏰ Timestamps 0:00 - Intro 1:39 - The Market 3:00 - VGT + SCHD Wins 5:39 - VGT Details 9:31 - SCHD Details 15:04 - The 14-Year Backtest vs VOO 20:38 - The Difference Compounds! 🌱 Join the Financial Freedom Friends today: / @jeffteeples 💰 Tools I Use and Recommend (start with the free trial): • Snowball Analytics: https://snowball-analytics.com/regist... • Seeking Alpha Premium: https://www.sahg6dtr.com/37TKQPB/R74QP/ • Alpha Picks (Top Stocks from SA): https://www.sahg6dtr.com/37TKQPB/J8P3N • M1 Finance: https://m1.finance/qKHE6cu7jKp9 🎨 Thumbnail Credit: • Fiverr – Nick Konabayra: https://www.fiverr.com/nikkonabayra 📊 FREE access to my spreadsheets (save a copy and make it your own): Excel Versions: https://onedrive.live.com/?redeem=aHR... Google Sheets: https://drive.google.com/drive/folder... 📘 Key Insights: • Small annual outperformance compounds dramatically. A modest 1–2% edge per year can turn into millions over multi‑decade horizons. • Complementary roles: growth plus stability. VGT drives long‑term upside while SCHD cushions drawdowns and delivers dividend growth. • Low overlap and sensible valuation. The two funds have minimal holding overlap, similar PE exposure, and historically produced better risk‑adjusted returns than VOO over the 14‑year backtest. ============================= Financial Disclaimer: The content in this video is for educational and informational purposes only. It is not intended as financial, investment, tax, or legal advice. I am not a CFP® professional yet. Do your own research and consult a qualified professional before making financial decisions. Copyright Notice: This video and my YouTube channel contain dialogue, music, and images that are the property of Jeff Teeples. You are authorized to share the video link and channel and embed this video in your website or others as long as a link back to my YouTube channel is provided. 📚 Related Phrases: SCHD VGT 50/50 allocation SCHD dividend growth strategy VGT tech growth ETF analysis SCHD vs VOO comparison ETF backtest Portfolio Visualizer compound returns 30 years low overlap ETF pairing 📢 Hashtags: #dividendinvesting #TechETF #PassiveIncome #PortfolioStrategy #Investing #LongTermInvesting #CompoundInterest #ETFPortfolio #DividendGrowth #Vanguard #Schwab #FinanceTips

Why I Chose SCHD Over REITs For Retirement

Before You Buy Covered Call ETFs, You NEED To Watch This

The 7 Best Dividend ETFs for Beginners Over 40

The Covered Call ETF Lie Nobody Is Talking About (JEPI, XYLD, SPYI, SPY)

To Live Off Dividends.. You Must Understand This (SCHD vs. JEPI)

Best Growth ETF To Pair With SCHD To Beat The S&P 500 (Year 13)

Make $1,225 Monthly Passive Income Selling Covered Calls

VGT Review - Top Tier Growth ETF For Building Wealth

Over 40? How To Retire in 10 Years Starting With $50K

Where Would I Invest $100,000: SCHD or JEPI?

How I’d Invest $100K into VOO, QQQ, & SCHD

If You Like The S&P 500, Watch This (ETFs You’ve Never Heard Of)

Christine Benz: Biggest Investing Mistakes Most People Make

The BEST 3 ETF Portfolio for F.I.R.E. (Hold FOREVER!)

$300,000 is ALL YOU NEED to live off dividends FOREVER (Actual funds & amounts revealed!)

$1M+ Portfolio | $10,764 in May Dividends | The Real Numbers

VOO vs. SCHD $100,000 IN → Which ETF Is Better?

SCHD Will Never Be the Same After This

How Do You Retire In 10 Yrs - If you're 40+ with $50K+

