{"podcast":{"title":"Informed Investing","slug":"informed-investing-7720447","podcast_index_feed_id":7720447,"rss_url":"https://feeds.transistor.fm/informed-investing","website_url":"https://investing.transistor.fm/","image_url":"https://img.transistorcdn.com/sC07jhqz7OvwgY7BLg7nefoEPN58nuTR1odGEooFEm8/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83OTk1/YjVjOTI3Nzc0NGM1/ZmRmYzEwYzc3MTVm/NzA4ZC5qcGc.jpg","author":"Informed Investing","episode_count":154,"summary":"The Informed Investing podcast distills the most relevant financial news and market articles into concise, structured insight. Each episode highlights what matters, filters out noise, and helps investors process information quickly and clearly.","last_synced_at":"2026-09-25T00:20:21.218025+00:00","page_url":"https://stenobird.com/podcast/informed-investing-7720447"},"episode":{"title":"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)","slug":"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","published_at":"2026-08-25T12:24:16+00:00","page_url":"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","show_page_url":"https://stenobird.com/podcast/informed-investing-7720447","url":"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_url":"https://media.transistor.fm/eb46584f/ab6f0a3c.mp3","summary":"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.","meta_description":"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) und…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1230,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"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/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}