Overview
- Fresh recommendations published Dec. 14–15 steer $500 toward Vanguard Value ETF (VTV), $1,000 toward Vanguard S&P 500 ETF (VOO), and long-term core money toward Vanguard Total Stock Market ETF (VTI).
- The backdrop features a quarter-point Fed rate cut and signs of tech momentum fatigue, with coverage positioning dividend and value funds as timely tilts heading into 2026.
- Key income options are detailed with specifics: SCHD tracks the Dow Jones U.S. Dividend 100 Index with 103 holdings and a 3.74% trailing yield, while VIG screens decade-long dividend raisers at a 0.05% expense ratio.
- VTV tracks the CRSP U.S. Large Cap Value Index with a 0.04% fee, and VTI spans 3,500-plus U.S. stocks with decades of low-cost, broad-market performance cited at 9.25% annualized since 2001.
- VOO remains a core building block at roughly $1.5 trillion in assets, though coverage flags S&P 500 concentration risk (top 10 at ~41%, Nvidia ~8.4%) and contrasts growth ETFs (MGK, VOOG, QQQ) to underscore tech-heavy exposure.