I'm not writing this based on the first half of 2022 but I have been researching ETF's more and more (many thanks to this Board) and revisiting my current MF's. I own SCHD and it's hard to find a LCV MF that beats it performance-wise and consistent returns make it a great fit!
I'm looking closely at TRBCX and HCAIX...I worked for Prudential (Asset Management) for years so I know the portfolio and team very well. TRBCX has struggled a bit (pre-2022) and has recent PM change which always sets off my 'watch list' alarms.
I am considering SCHG...market cap weighted, low fees and beats my current funds handily on all time periods. Any input or if anyone owns the ETF, I appreciate any comments.
Thanks
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https://stockcharts.com/h-perf/ui?s=QQQ&compare=SCHG,VUG&id=p06555195825