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Deep-Dive Research

High yield often means high risk. Our ETF Strategy Audits dissect complex funds like JEPI, SPYI, and QQQI to show you exactly how the yield is generated—and if it's sustainable.

  • Option Strategy Breakdown (Calls vs Puts)
  • Tax Efficiency & ROC Analysis
  • Nav Erosion Warning System
Deep DiveETF Analysis

Is SCHD Still The King of Dividend Growth in 2026?

Aaron Bennett
Jan 15, 2026
12 min read

The Schwab US Dividend Equity ETF has been the standard-bearer for retail investors for over a decade. But with interest rates shifting and the tech sector rotating, does its strict screening methodology still hold up?

Key Takeaways

  • Yield on cost remains superior to peers (VIG, DGRO).
  • New reconstitution added 15% energy exposure.
  • !Underweight in AI/Tech sector growth.
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Sample PortfolioLive Preview

$847

Monthly Income

12.4%

Avg Yield

23

Holdings

35% T1-T2
45% T3-T4
20% T5
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Income Intelligence Data

We translate complex derivative strategies into clear, actionable risk classifications. Our platform processes millions of data points—from option skew to historical drawdowns—to provide a single, standardized "Risk Tier" for every efficient income asset. Stop guessing about yield sustainability and start auditing your portfolio with institutional rigor.

Risk Spectrum

Our proprietary 5-Tier classification system defines assets based on structural stability and volatility profile.

NAV Erosion

A critical audit of price stability. We measure if a fund is depleting principal to pay its headline yield.

Yield Reality

Total return analysis that calculates Net Performance after accounting for fees, taxes, and price changes.

Snowball Engine

Predictive models for Income Projections factoring in DRIP, growth rates, and contribution schedules.

"Most retail investors only look at yield. By the time they notice NAV erosion, it's already too late. Our mission is to provide the same audit quality that institutions use to protect their capital."— DivAgent Research Team
Data Sources:Yahoo FinanceSEC EDGARCBOE

Frequently Asked Questions

Expert insights on dividend auditing and income strategy.

What is the DivAgent Dividend Risk Spectrum?
The Dividend Risk Spectrum is our proprietary 5-Tier classification system. Tier 1 represents low-volatility 'Cornerstone' assets like Treasuries, while Tier 5 represents high-octane speculative assets like single-stock synthetics.
How do you detect a 'Yield Trap'?
We analyze the 1-year NAV stability alongside the distribution yield. If a fund's share price is eroding faster than its payout, it's flagged as a 'Yield Trap' where investors lose principal while chasing dividends.
Why is NAV Erosion important for income investors?
For retirees and income seekers, NAV erosion means your initial investment is shrinking. This reduces your 'safety margin' and often leads to future dividend cuts, making it a critical metric for long-term sustainability.
Is DivAgent free to use?
Yes, you can perform instant ticker risk audits and browse our educational guides for free. We also offer advanced portfolio tracking and deep-dive research for serious income investors.

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DivAgent completely changed how I view income investing. The Risk Spectrum helped me realize I was overexposed to high-risk yield traps. Now my portfolio generates sustainable income without the anxiety.
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