Virtus SGA U.S. Large Cap Growth Portfolio Q1 2026: Fundamentals And Execution Remains Strong

Across the portfolios, between two-thirds and three-quarters of holdings have met or exceeded both Sustainable Growth Advisers' internal expectations and consensus forecasts for earnings and revenue growth. The average holding in the portfolios has experienced approximately 10% contraction in its price-to-earnings multiple this year, driven largely by sentiment and style rotation rather than deteriorating business quality. Sustainable Growth Advisers initiated a new position in Mastercard, viewing a share price dislocation caused by proposed interest rate caps as an attractive entry point into a high-quality earnings compounder.

Seeking Alpha • Jun 5, 2026

Three Dividend ETFs Outside the S&P 500 That Are Beating It and Paying Up to 3.4 Percent

Most dividend ETF conversations start and end with the S&P 500. That is fine if you already own Schwab U.S.

24/7 Wall Street • May 21, 2026

CDL Delivers Capital Gains Alongside Income as Rates Hover Near 4.4%

The VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL) pulls its distribution from dividends paid by large U.S.

24/7 Wall Street • May 15, 2026

Which ETFs Can Replace a $75K Salary on Dividends Alone?

Replacing a salary with dividend income is not a lottery fantasy, but more of a math problem with a specific answer, and the answer depends almost entirely on yield.

24/7 Wall Street • Apr 21, 2026

3 Dividend ETFs Paying Monthly Income That Most Financial Advisors Have Never Heard Of

Most financial advisors will tell you about a dozen or so dividend EFTs that they tell everyone about.

24/7 Wall Street • Mar 20, 2026

Undisruptable: How Dividend Stocks Became Market Leaders - And Why That Scares Me

Dividend stocks and defensive sectors have dramatically outperformed as investors flee AI-vulnerable and AI-spending industries, but valuations now appear stretched. Consumer staples and energy sectors trade at historically high forward P/E multiples, often exceeding the S&P 500, despite lower long-term earnings growth prospects. Materials and industrials have also become extended, with valuations reflecting significant future earnings already priced in, especially given AI infrastructure spending.

Seeking Alpha • Feb 14, 2026

Revenge Of The Dividend Stocks

Dividend stocks have sharply outperformed AI-related tech stocks since November 2025, reversing a multi-year trend. I see the rally in dividend ETFs like SCHD as overextended, prompting a pause in new purchases despite recent gains. AI is likely to benefit users more than makers, with sectors like banks, energy, and consumer staples positioned as early winners.

Seeking Alpha • Feb 7, 2026

CDL: Long-Term Outperformance Is Unlikely Despite Recent Success

VictoryShares US Large Cap High Div Volatility Wtd ETF brings together the high dividend and low volatility factors, with a touch of quality. With a portfolio having a 5.6% weighted average EY and a 24-month beta of 0.43, CDL is beating IVV this year amid the rotation, as investors are abandoning growthier names. Nevertheless, I remain skeptical about CDL owing to its anemic historical upside capture and significant underperformance vs. the S&P 500 ETF since 2015.

Seeking Alpha • Feb 7, 2026

5 Dividend Buys That Fill Me With Yuletide Joy

Some end-of-year Big Picture thoughts, including on the demographic destiny of falling population growth and the headwinds to economic growth that come with it. Why tariff-driven inflation is unlikely to generate anything more than a short-term bump followed by continued disinflation. Why the huge amount of cash on the sidelines could progressively become a tailwind to other types of financial assets, including dividend-paying stocks.

Seeking Alpha • Dec 20, 2025

Diversifying Dividends: Sketching Out My Battle Plan For 2026

I plan to diversify my REIT-heavy portfolio by systematically allocating to four dividend-focused ETFs in 2026. US economic growth remains steady but subdued, while equity valuations are elevated, suggesting muted long-term returns. REITs appear attractively valued with fading headwinds, offering plausible outperformance as fundamentals improve and rate cuts loom.

Seeking Alpha • Dec 13, 2025