How Does SCHD Fare Vs. The SPY And Other Yield Plays? (Archive)
SCHD’s sector tilts, valuation, and technicals leave it trailing SPY, despite attractive yield-focused alternatives.
SPY
JEPI: Good Hedge Vs Tech-Heavy S&P500 In Current Rates Environment (Archive)
JEPI offers a defensive hedge to tech‑heavy SPY amid slower Fed rate cuts.
Why SCHD May Lag SPY (Archive)
SCHD’s tech underweight and bank overweight create a macro setup favoring SPY instead.
Why JEPI Is Likely A Worse Bet Than SPY (Archive)
JEPI’s covered calls, tech underweight, rich valuation, and weak technicals threaten underperformance.