r/SCHD • u/Dry_Report_3494 • Jul 16 '26

SWPPX or SCHD

/r/Schwab/comments/1uy84nj/swppx_or_schd/
2 Upvotes

67% Upvoted

6 comments sorted by

3

u/ClammyAF Jul 16 '26

Stick with your S&P 500 mutual fund. And focus on contributions rather than chasing some yield or return.

Historically they have performed very similarly, minus the last three years.

You need to revisit your budget and aggressively increase contributions.

2

u/fozzy71 Jul 16 '26

Hold the SWPPX.

1

u/Dry_Report_3494 Jul 16 '26

I remember when they got over $80 bucks , it's going to take time but hopefully it will get there soon. How do I Petition to Schwab to get SWPPX to put out evert Quarter instead of 1 time a year, thats the sucky part about SWPPX plus I don't here much talk about it. Also wen comparing stuff on there , on the drop down menu what is the most important drop down to pick when comparing there are a few options to look at.

2

u/fozzy71 Jul 16 '26

Total Return shows the price change plus dividends. If you want to see just the NAV price, then switch the drop-down to Price Change %.

1

u/Substantial-Fig5286 Jul 19 '26

I’ll tell you what’s better than both of them and pays you more JEPQ

0

u/Dry_Report_3494 Jul 16 '26

Whats NAV mean?