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Posted by
Two Blokes Apr 19 -
Filed in
Stock
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2 views
FDV has an active strategy at the intersection of the dividend, quality, and low volatility factors. It is benchmarked against the S&P 500. Large exposure to utilities and low beta have somewhat protected it from deep losses this year. Nevertheless, its longer-term performance is underwhelming, as it meaningfully underperformed IVV. Its current factor mix is heavy in quality and value, but SCHD is better in multiple aspects.
