The Money Matters MD Show

Ranking the top five US dividend ETFs for your portfolio. Find out whether SCHD still deserves the top spot in 2026.I rank five popular dividend funds from good to best based on their expense ratios, holdings, yield, dividend growth and screening methodology. We look at how each fund builds its portfolio and how the results compare with the broader market, so you can see which strategies deliver and which ones fall short.Beyond the rankings, we cover why a high yield is not always a good thing, how quality and dividend growth filters change the results, and what to watch for before you buy. Understanding these trade-offs is a key part of personal finance if you want reliable income and a resilient long-term strategy.Disclaimer: · The contents of the Money Matters MD YouTube Channel are for educational and entertainment purposes only. This is not financial, legal, tax, or medical advice. · Views are my own and do not represent my employers or affiliates. · This is not an offer to buy or sell securities. · This description contains affiliate links, which means the channel may earn a small commission at no additional cost to you. Thank you for supporting the channel!#ETFs #SCHD #DividendETFs #DividendInvesting #DividendGrowth #StockMarket #Investing #PassiveIncome #PersonalFinance #MoneyMattersMD

In this interview, Jeff Ptak of Morningstar joins Money Matters MD to explore his Mind the Gap research, investor behavior, and why people often earn less than the funds they invest in. We discuss active vs. passive investing, ETF slop, how to identify skilled fund managers, choosing better stock and bond funds, Morningstar ratings, and Jeff’s favorite investments.#JeffPtak #Morningstar #MindTheGap #ETFInvesting #PassiveInvesting #ActiveInvesting #MutualFunds #Investing#MoneyMattersMD

SCHD vs VTV vs AVLV: Which Value ETF Wins?We will compare SCHD, VTV, and AVLV against the S&P 500 over five years (September 2021–September 2026), examining performance, risk, valuation metrics, and sector exposure.📊 In this episode:Five-year performance comparisonValuation metrics, including P/E ratiosTechnology exposure and sector allocationsRisk metrics and investment trade-offs#ETFs #ValueInvesting #SCHD #VTV #AVLV #SP500 #PersonalFinance #MoneyMattersMD

Is a faster Momentum ETF actually better for your portfolio? We compare SPMO against alternatives to find the right strategy.Momentum investing often relies on holding high-performing stocks for fixed periods, but frequent changes can impact your bottom line. I break down the performance data—including CAGR, Sharpe Ratio, and Max Drawdown—to see if more aggressive rebalancing strategies actually deliver superior results.We look at specific funds like IDMO and IMOM to weigh the trade-offs between turnover and tax efficiency. This ETF comparison helps you understand the metrics that matter before you decide to switch your current holdings or adjust your approach to factor investing.Disclaimer:​ The contents of the Money Matters MD YouTube Channel are for education and entertainment purposes only. Not financial, legal, tax, or medical advice.​ Views are my own and do not represent my employers or affiliates.​ This is not an offer to buy or sell securities.#SPMO #FMTM #MomentumInvesting #MomentumETF #ETFRebalancing #FactorInvesting #ETFComparison #MoneyMattersMD

Is the Capital Group Dividend Value ETF (CGDV) really a value ETF? Explore its P/E ratio, technology exposure, top holdings, and performance compared with VTV and the S&P 500.Discover why an ETF’s label may not tell the whole story. 📊#CGDV #ETFInvesting #ValueInvesting #StockMarket #MoneyMattersMD

Where should your next dollar go? In this episode, we break down the 10-Step Savings Ladder—from budgeting, building an emergency fund, and getting your 401(k) match to maximizing Roth IRAs, investing, reaching financial independence, and planning for retirement.#MoneyMattersMD #SavingsLadder #PersonalFinance #Investing #RetirementPlanning #FinancialIndependence #401k #RothIRA #HSA #WealthBuilding #FinancialFreedom #MoneyManagement

Dr. William Bernstein joins Money Matters MD for a wide-ranging discussion on AI bubble risk, market valuations, inflation, TIPS, asset allocation, factor investing, commodities, and the true meaning of investment risk. He also shares lessons from the Dot-Com Era and explains why the goal isn't to maximize returns—but to avoid dying poor.#WilliamBernstein #Investing #PersonalFinance #AIBubble #StockMarket #AssetAllocation #RetirementPlanning #MoneyMattersMD

A head-to-head look at SPMO, XMMO, and VFMO—three popular momentum ETFs—and a surprising fourth strategy using a combination of SPMO and XMMO.#MomentumETF #SPMO #XMMO #VFMO #MomentumInvesting #ETFs #Investing

What should investors expect from the markets over the next 10 years?Adam Schickling, CFA, Senior Economist at Vanguard, joins us to discuss Vanguard’s 10-year forecasts, AI and bubble risk, growth vs. value, bonds, inflation, taxes, gold, real estate, and asset allocation.#Vanguard #Investing #StockMarket #AI #ValueInvesting #Bonds #Inflation #AssetAllocation #Retirement #PersonalFinance

We compare QQQ, SPMO, VUG, and the S&P 500 to explore whether momentum investing can capture today’s AI and technology leaders while managing some of the risks of traditional growth investing.#Investing #QQQ #SPMO #MomentumInvesting #GrowthInvesting #ETFs #AIInvesting#Investing #QQQ #SPMO #MomentumInvesting #GrowthInvesting #ETFs #AIInvesting