FVD: Why DGRO And SCHD Are Better Long-Term Dividend Bets [Seeking Alpha]
Value Line, Inc. (VALU)
US:NASDAQ Investor Relations:
valueline.com/about/investorrelation.aspx
Company Research
Source: Seeking Alpha
securities with either a #1 or #2 ranking using Value Line's proprietary Safety Ranking System. A key downside is FVD's 0.61% expense ratio, which severely impacts total returns and its dividend yield, which I estimated to be just 2.39% at current prices. On returns and risk, DGRO and SCHD have more favorable returns distribution profiles than FVD. They've also delivered superior total and downside risk-adjusted returns since DGRO's launch 11.5 years ago. DGRO and SCHD also have superior quality features, though FVD has strong earnings durability, primarily because it overweights reasonably safe stocks in the Utilities sector. I don't recommend owning FVD, but after factoring in its strengths and weaknesses, it deserves a "hold" rating. Sakorn Sukkasemsakorn/iStock via Getty Images Investment Thesis It's been more than three years since I reviewed the First Trust Value Line® Dividend Index Fund ETF ( FVD ), when I criticized it primarily for its 0.67% expense ratio (now
Show less
Read more
Impact Snapshot
Event Time:
VALU
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
VALU alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
VALU alerts
High impacting Value Line, Inc. news events
Weekly update
A roundup of the hottest topics
VALU
News
- VALUE LINE, INC. ANNOUNCES EARNINGS [Yahoo! Finance]Yahoo! Finance
- VALUE LINE, INC. ANNOUNCES EARNINGSGlobeNewswire
- Value Line (NASDAQ:VALU) had its "hold (c)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Value Line (NASDAQ:VALU) had its "hold (c)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- VALUE LINE, INC. ANNOUNCES STOCK REPURCHASE PROGRAMGlobeNewswire
VALU
Sec Filings
- 12/15/25 - Form 10-Q
- 10/29/25 - Form 8-K
- VALU's page on the SEC website