SCHD Isn't Your Sole Choice — 2 Monthly ETFs Offering Superior Long-Term Returns

Schwab U.S. Dividend Equity ETF Overview: The Schwab U.S. Dividend Equity ETF (SCHD) offers a reliable 3.8% yield and has shown impressive historical performance with a 12.2% annualized return over the past decade, but it has faced challenges in a tech-driven market, gaining only 2.8% year-to-date.

Amplify CWP Enhanced Dividend Income ETF: This ETF combines high-quality dividend stocks with a covered call strategy, yielding 4.5% and delivering a 12.5% annualized return since inception, outperforming SCHD, especially in the current market with a 14.2% year-to-date gain.

WisdomTree U.S. Quality Dividend Growth Fund: Targeting high-quality growth stocks, this fund has achieved a 14.3% annualized return over the past decade and offers monthly dividends, although its yield is lower at 1.4%. It has capitalized on tech growth, posting an 11.2% gain year-to-date.

Investment Strategy and Portfolio Diversification: A balanced portfolio including SCHD, Amplify, and WisdomTree could yield around 3.5% while targeting annualized returns of 11% or better, with monthly dividends providing flexibility and compounding benefits, particularly in tax-advantaged accounts.