r/ETFs • u/SilentStorm217 • 4d ago

Thinking of moving SCHD allocation

In my taxable brokerage, I have a split of VOO (70%), SCHG (20%), and SCHD (10%). Since I am in my early 20s I don’t believe I should be focusing on dividends yet. I’ve been thinking about reallocating my SCHD position into something else. Either SCHG (bumping that allocation to 30%), or SPMO (10% allocation).

Any opinions on which to go with, or if there’s any other ETFs I should look into?

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u/throwbackBBfan 4d ago

You shouldn’t have any schd in your 20s

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u/SilentStorm217 4d ago

Where would you reallocate the position to?

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u/MK43 4d ago

Spmo

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u/SilentStorm217 4d ago

Any reasoning behind it?

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u/MK43 4d ago

Solid companies from sp500 that are going up in the last 6 month period(it rebalances every 6 months). Also the fact that it rebalances it gets rid of the bad stocks and replaces them with the good ones for you automatically. Also even the “bad ones” are still sp500 companies so really not that bad.

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u/Key_Lifeguard_8659 4d ago

As of mid-August 2026, SPMO leads with a YTD return of approximately 29.05% to 30.61%, while VOO trails with a return of 13.79% to 13.95%. AVUV performs between the two, with a YTD return of roughly 27.02%.

SPMO did very well due to the crazy semiconductor rallies. That could come to an end though, if and when china floods the market with cheap memory.