Why Dividend ETF Turnover Costs Matter in July 2026

In this episode of Dividend Investing with Fexingo, Lucas and Luna explore a hidden drag on dividend ETF returns: portfolio turnover. With the S&P 500 at 7,458 and the 10-year Treasury yield at 4.57 percent, high-yield ETFs like VYM are under pressure from rebalancing costs. Lucas breaks down how SCHD's lower turnover and disciplined reconstitution have helped it outperform VYM by 1.5 percentage points over the past five days. The hosts compare turnover rates, trading spreads, and tax implications, using real data from July 2026. They also discuss how investors can screen for turnover before buying a dividend fund. A must-listen for income investors who want to keep more of their yield. #DividendInvesting #ETFTurnover #SCHD #VYM #DVY #YieldCurve #July2026 #PassiveIncome #PortfolioManagement #TaxEfficiency #Finance #Investing #FexingoBusiness #BusinessPodcast #DividendStocks #MarketData #TurnoverCost #Rebalancing Keep every episode free: buymeacoffee.com/fexingo