I am looking at investing in the ETFs below in my taxable account for lower volatility/risk compared to the combination of VTI (Vanguard Total Stock Market ETF) and VXUS (Vanguard Total International Stock ETF). I understand that I need to pay more annual taxes due to dividends. I will appreciate any feedback/suggestions. Thanks,
iShares Edge MSCI Min Vol USA ETF (USMV) – 20%
iShares Edge MSCI Min Vol Global ETF (ACWV) – 15%
Schwab US Dividend Equity ETF (SCHD) – 15%
SPDR S&P Dividend ETF (SDY) – 15%
Vanguard Dividend Appreciation ETF (VIG) – 20%
iShares Edge MSCI Min Vol EAFE ETF (EFAV) – 10%
Vanguard Health Care ETF (VHT) – 5%
in my taxable account, equity sleeve, I use ETFs to try and avoid the often capital gains distributions from Mutual Funds. I pair, barbell, SCHD with MTUM, usually 50:50, but currently 60:40 SCHD:MTUM (recent sale of some MTUM to reduce risk and capture gains.) I had VIGI as well, but decided to move my international into my retirement accounts. I also have EFAV, USMV and VMVFX in my IRAs.
I like your funds, but fell there are lots of overlap...
best of luck,