# Ep. 133: Quality Beats Yield — How the 'Boring' Dividend Funds Won 2026 on Total Return (SCHD, HDV, VYM vs SPY; SCHD vs SPYI; JNJ & LIN; Colgate)

Page: https://stenobird.com/podcast/informed-investing-7720447/ep-133-quality-beats-yield-how-the-boring-dividend-funds-won-2026-on-total-return-schd-hdv-vym-vs-spy-schd-vs-spyi-jnj-lin-colgate
Text version: https://stenobird.com/podcast/informed-investing-7720447/ep-133-quality-beats-yield-how-the-boring-dividend-funds-won-2026-on-total-return-schd-hdv-vym-vs-spy-schd-vs-spyi-jnj-lin-colgate.md
Podcast: [Informed Investing](https://stenobird.com/podcast/informed-investing-7720447)
Published: 2026-08-25T12:24:16+00:00
Episode link: https://investing.transistor.fm/episodes/ep-133-quality-beats-yield-how-the-boring-dividend-funds-won-2026-on-total-return-schd-hdv-vym-vs-spy-schd-vs-spyi-jnj-lin-colgate
Audio file: https://media.transistor.fm/eb46584f/ab6f0a3c.mp3
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JSON: https://stenobird.com/v1/public/podcasts/informed-investing-7720447/episodes/ep-133-quality-beats-yield-how-the-boring-dividend-funds-won-2026-on-total-return-schd-hdv-vym-vs-spy-schd-vs-spyi-jnj-lin-colgate
Duration seconds: 1230

## Resource

5 curated sources (2 of 7 dropped: MSTR/MSTY crypto-income vlog = off-brand; NEOS boosted XSPI/XQQI/XBCI = retread of ep132's manufactured-yield beat) under one throughline 'QUALITY AND TOTAL RETURN BEAT HEADLINE YIELD': (1) OUR shipped Big-Tech-concentration piece (safe index funds ~36% eight mega-caps, SCHD 0%); (2) 247wallst yield-war — all 4 dividend ETFs (SCHD +30%, HDV +24.5%, VYM +24%, DVY +18%) beat SPY +13% on TOTAL return while paying less current income than Treasuries; sector composition drove it (SCHD semis QCOM/TXN, HDV oil), 5-yr caveat SCHD/DVY trailed; (3) YouTube SCHD ~3% grower vs SPYI ~12% sticker — why long-term investors pick the grower; (4) TipRanks JNJ (1.93%, payout 60.7%, +33% YTD, Strong Buy PT $283.69) + LIN (1.30%, payout 40%, Strong Buy PT $568.33 ~19% upside) Dividend Aristocrats into Q3; (5) YouTube Colgate — quality Dividend King left cheap by the AI trade.

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## Transcript

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