Latest / Dividend Investing with Fexingo: Income Stocks, Yield, and Long-Term Cash Flow Portfolios
The Hidden Inflation Tilt in Dividend ETFs in July 2026
In this episode of Dividend Investing with Fexingo, Lucas and Luna explore how inflation-sensitive dividend ETFs like VYM and SCHD are quietly outperforming the broader market in July 2026. They examine the compositional tilt toward consumer staples and healthcare, which benefit from pricing power and inelastic demand, while avoiding sectors like utilities that suffer when bond yields spike above 4.48 percent. The hosts analyze recent five-day performance data showing SCHD up 0.9 percent and VYM up 0.8 percent against a rocky tape for high-yield names like Verizon, down 8.6 percent. They also…
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