1Wk·

Doubts about which ETF

Hello everyone,

I am uncertain about two ETFs that I own: $TDIV (-0.6%) and $ISPA (-0.41%) . There are quite a few overlapping companies in both.

I am considering converting $TDIV (-0.6%) to $ISPA (-0.41%) and also buying more of$ISPA (-0.41%) in the near future since the purchase price is lower and the yield is higher.

Am I missing something?

7 Comments

beardonfire@beardonfire

1Wk

Use the benchmark. I don’t know how to insert image, but return from November 2016:
Tdiv - 54 %
Ispa - 12%

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Peter@Gelegenheidsbelegger

1Wk

@beardonfire thanks!

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ToDaMoon@randomdude

1Wk

For an all-world dividend portfolio, I would consider the following mix:
- 30% $GGRP,
- 30% $FGEQ,
- 30% $TDIV,
- 10% $DGSD.
Yes there are overlaps and you should rebalance annually. But you get solid distributions every month (~3% dividend yield) and still good share price growth.
$ISPA is a low performer.

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Peter@Gelegenheidsbelegger

1Wk

@randomdude thanks for the insight, clear! Gonna start converting tomorrow 👌🏼

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Sven@sven21

21H

@randomdude Can you perhaps explain why the $ISPA is a low performer? Is it because of the strong US weight or in the financial sector. I am very happy with the quarterly dividends so far, but I am also open to good suggestions :)

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Aktien365@Aktien365

1Wk

I could not decide so I took both for a better personal feeling although it is overlapping.

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Alicia P.@asset_guru_901

❤️

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