{"s":"ok","symbol":["AAPL","AAPL","AAPL","AAPL","AAPL","AAPL","AAPL","AAPL","AAPL","AAPL"],"headline":["Bill Gates Says He Still Won't Invest in Crypto, Calls It a \"Pure Mania-Driven Asset.\" Here's Why He's Right.","Donald Trump's Tariff Policy Has Repeatedly Triggered Multi-Trillion-Dollar Stock Swings Since Early 2025. Here's Why Markets Still Struggle to Price In His Next Move.","Prediction: Amazon Will Join Nvidia, Apple, and Alphabet in the $4 Trillion Club Before 2029","Apple's First iPhone Under New CEO John Ternus Launches Sept. 9. Here's Whether It's Finally Time to Buy the Stock.","Dow Jones Futures: U.S., Iran Exchange Attacks; Nvidia, Micron, Sandisk Flash Buy Signals","Apple (AAPL) Draws New £2 Billion UK ATT Lawsuit With Wider Europe Stakes","Notable tech headlines for the week: Nvidia, Dell, Broadcom in focus","Hon Hai, a key partner for Nvidia, records 52% growth in August amid AI boom","Apple's 9-9 event 'most consequential iPhone launch' in decade as Ternus takes over: MS","Schwab U.S. Dividend Equity vs. Vanguard Dividend Appreciation: Which ETF Looks Better for Your Portfolio?"],"content":["Bill Gates reiterates his stance against cryptocurrency investment, describing Bitcoin as a 'mania-driven asset' lacking fundamental value. Unlike stocks in productive companies that generate revenue and earnings, Bitcoin's value depends solely on future buyer demand. While Bitcoin could continue appreciating, Gates argues that diversified stock portfolios offer a more tangible foundation for long-term wealth building.","President Donald Trump is proving to be a very challenging commander-in-chief to work around for most investors, even as markets have soared during his tenure. On April 3, 2025, the day after the much-hyped \"Liberation Day\" barrage of new tariffs, the S&P 500 (SNPINDEX: ^GSPC) fell 4.8% as the Magnificent Seven group of technology companies corrected sharply downward.
Just six trading days later, most of the damage had been erased, leaving investors with whiplash and prompting many to wonder whether they'd sold their assets too hastily. Volatility never went away, but it now concentrates in individual stocks rather than the market as a whole. The gap between average single-stock volatility and index volatility hit an all-time high of 31% in early July 2026, according to CBOE Global Markets. Therein lies the crux of why markets are still struggling to get a read on what the president is going to do next.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue »Image source: The White House.
A single social media post from Trump vaporized $2 trillion of market value in one day
U.S. tariff policy has changed more than 50 times since January 2025, according to the Tax Foundation. In most of those cases, investors learned about the policy changes via a social media post from the president. The market's moves with each new change have frequently rivaled past stock market crashes in size.
For instance, Nike crashed 14% on April 3, 2025, and Apple declined by 9%. Both crashes were caused by the companies' heavy reliance on supply chains in Asia, which were hit by the new tariffs. Then, on April 9, 2025, Trump waived the initially declared tariff rates for 90 days, causing Apple to bounce by 15.3%. The S&P 500 itself had its best day since 2008.
Months afterward, on Oct. 10, the president threatened a large tariff increase on Chinese goods, then set a new 100% tariff rate to take effect on Nov. 1. Roughly $2 trillion of American stock market value vanished that afternoon. Three weeks later, after a high-profile meeting with Chinese President Xi Jinping, the increases were scrapped.
Adaptation is extremely difficult here
The market is caught in a pickle regarding the Trump administration's chaotic approach to announcing and implementing new trade policies.
The president's statements cannot be taken literally, nor can they be taken as predictive of the policies that will actually be implemented. Given the nature of trade policy negotiations, his public statements must be considered part of a bargaining process. Tariffs can also be waived for some or all of the affected stakeholders. Apple won an exemption from the 100% semiconductor tariff in August 2025.
Story Continues
At the same time, the market can't ignore or fully discount the administration's statements. Haphazard as the tariff policies may be, the president is the head of government, and the government thus reacts to his dictates, even if they're ill-advised or contradictory.
This is the reason for the volatility. The market has no choice but to believe today that Trump's preferences will translate into real policy, even though it might not.
So far, it looks like the best approach for investors is to take advantage of downside volatility when it arrives, and load up on quality names when they're valued at a panic discount.
Should you buy stock in S&P 500 Index right now?
Before you buy stock in S&P 500 Index, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and S&P 500 Index wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $421,997!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,413,876!*
Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of September 5, 2026.
Alex Carchidi has positions in Apple. The Motley Fool has positions in and recommends Apple and Nike. The Motley Fool has a disclosure policy.
Donald Trump's Tariff Policy Has Repeatedly Triggered Multi-Trillion-Dollar Stock Swings Since Early 2025. Here's Why Markets Still Struggle to Price In His Next Move. was originally published by The Motley Fool","Amazon, currently valued at $2.75 trillion, is predicted to reach a $4 trillion market cap by 2029, requiring approximately 45.5% stock growth. Despite underperforming the S&P 500 over the past five years, Amazon's strong AWS cloud infrastructure growth (37% YoY), AI-driven demand, and e-commerce dominance position it well for future gains. The company's potential margin improvements through automation and robotics, combined with digital advertising growth, provide multiple growth engines.","Apple seemingly changes CEOs about as much as the Pittsburgh Steelers change head coaches, but both are embarking on a new era this month.
John Ternus became CEO of Apple (NASDAQ: AAPL) on Sept. 1, replacing Tim Cook, who ran the company for 15 years. Before that, the late founder Steve Jobs had been at the helm since the 1990s. And Mike McCarthy begins his Steelers coaching tenure this month, becoming only the third coach for the team in the last 30 years.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue »Image source: Getty Images.
Which will have a better season? I predict Apple. The Ternus era begins with the introduction of Apple's new lineup of iPhones, including what is rumored to be its first foldable smartphone, on Sept. 9. And the Steelers still have Aaron Rodgers as their quarterback -- 'nuff said.
Surprise and shine
At the Sept. 9 event, called Surprise and Shine, Ternus will essentially introduce himself to the world, along with a roster of new products. The lineup is likely to feature new iPhone 18s, including the Pro and Pro Max. But the most anticipated product is the rumored new foldable iPhone, which insider sites like Mac Rumors say will be called the iPhone Ultra.
There are also a slew of other new products expected to be introduced, including Apple Watches, MacBooks, iPads, AirPods, and a new Home Hub.
Apple stock has been rising ahead of the event, jumping about 8% over the past month. That's typical, as these types of new product events are usually \"buy the rumor, sell the news\" events. But Apple stock has been trending higher for several months now, up about 30% since April 1. Apple stock is now up about 21% year to date.
New foldable iPhone is coming
Apple's June-ended quarter saw strong results, with revenue up 16% year over year to nearly $109 billion and earnings up 27% to $29.4 billion. iPhone sales jumped 22% to $54.2 billion.
Growth is expected to slow slightly in the September-ending quarter, with year-over-year sales growth in the 9% to 11% range. This is due to higher foreign exchange rates, which account for a 2.5 percentage-point sales headwind, and supply constraints. iPhone sales should see mid-teens year-over-year growth, executives said on the latest earnings call. Further, the gross margin is anticipated to be 47% to 48%, down from 50.1% in the June quarter.
Story Continues
But the new foldable phone and iPhone 18 Pro and Pro Max offerings should provide a boost in the December-ending quarter, and beyond, as they are projected to debut in the fall, either in September or October.
Experts anticipate the iPhone 18 launches will be 10% to 20% more expensive than their iPhone 17 counterparts, due in part to higher memory costs. The foldable iPhone will likely retail for more than $2,000.
Analysts at Morgan Stanley estimate that the foldable phone alone could generate $14 billion in revenue for Apple in the December quarter alone. Morgan Stanley rates Apple stock as a buy with a $360 per share price target. That would suggest about 9% upside from the current $330 per share price.
Apple stock has had a strong run over the past few months and is not cheap, trading at 37 times earnings. I'd expect some \"sell the news\" action, and perhaps a dip, when the weaker September-quarter results come out in October, given its valuation. But after that, Apple stock should be on your radar when the new products hit the streets.
Should you buy stock in Apple right now?
Before you buy stock in Apple, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Apple wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $421,997!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,413,876!*
Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of September 5, 2026.
Dave Kovaleski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple. The Motley Fool has a disclosure policy.
Apple's First iPhone Under New CEO John Ternus Launches Sept. 9. Here's Whether It's Finally Time to Buy the Stock. was originally published by The Motley Fool
View Comments","Dow Jones futures: The U.S. and Iran exchanged attacks. Nvidia, Micron, Sandisk are buys, but for how long? Apple, inflation data loom.
Continue Reading","Apple (NasdaqGS:AAPL) faces a new £2b lawsuit in the UK alleging its App Tracking Transparency feature favors its own advertising operations. The collective action claims ATT gives Apple an unfair advantage over third-party app developers and advertisers. The case adds to ongoing regulatory scrutiny of Apple's App Store and privacy practices across Europe.
This lawsuit highlights how Apple is only one part of a wider group of large tech and platform stocks that are tightly linked to data, digital ads and AI infrastructure. You can explore this further through 55 AI infrastructure stocks.NasdaqGS:AAPL 1-Year Stock Price Chart
Apple is a US tech company with a reported market cap of $4.8 trillion and a business that spans iPhones, Macs, iPads, wearables and related services. These offerings increasingly rely on data and advertising tools like App Tracking Transparency to shape how users and advertisers interact with its ecosystem.
Is Apple's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis.
How big a financial risk is this £2b ATT lawsuit for Apple?
The claim size is material in absolute terms at £2b, although it sits against Apple's reported US$4.8t market cap and a broad global business. The more important question for investors is not just any damages but whether the case prompts changes to how Apple runs App Tracking Transparency or its advertising tools.
Does this change the Apple Narrative on AI and Services?
This case goes straight to a key Narrative risk, which is \"heightened regulatory and legal scrutiny on Apple's App Store\" and related Services revenue. If ATT is judged to give Apple an unfair edge, that could feed into tighter rules around its high margin Services ecosystem that analysts already flag as a concern.
If we take a look at the community Narrative for Apple, we can see how this news fits into the bigger investment story.
What should investors watch next to gauge the impact on Apple?
The next practical marker is whether UK or EU regulators open or expand formal competition probes into ATT and Apple's ad products over the coming months. Any move toward remedies such as data separation, consent changes, or limits on self preferencing would signal that the lawsuit is feeding into wider operational restrictions.
For the full picture including more risks and rewards, check out the complete Apple analysis.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AAPL.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
View Comments","The tech sector remained in the spotlight this week as investors digested earnings reports from heavyweights including Dell (DELL [https://seekingalpha.com/symbol/DELL]) and Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]).
The tech-focused Nasdaq Composite Index (COMP:IND [https://seekingalpha.com/symbol/COMP:IND]) closed in the red on Friday. For the week, the Technology Select Sector SPDR Fund (XLK [https://seekingalpha.com/symbol/XLK]) rose marginally during the week. The top S&P 500 technology gainers and losers for the last week are as follows:
TOP GAINERS:
\t* Sandisk (SNDK [https://seekingalpha.com/symbol/SNDK]) +17.17%
\t* Dell (DELL [https://seekingalpha.com/symbol/DELL]) +14.84%
\t* Skyworks Solutions (SWKS [https://seekingalpha.com/symbol/SWKS]) +12.51%
\t* Micron Technology (MU [https://seekingalpha.com/symbol/MU]) +8.85%
\t* Intel (INTC [https://seekingalpha.com/symbol/INTC]) +7.07%
TOP LOSERS:
\t* Fair Isaac (FICO [https://seekingalpha.com/symbol/FICO]) -19.22%
\t* Autodesk (ADSK [https://seekingalpha.com/symbol/ADSK]) -16.40%
\t* Ciena (CIEN [https://seekingalpha.com/symbol/CIEN]) -15.16%
\t* Cadence Design Systems (CDNS [https://seekingalpha.com/symbol/CDNS]) -14.01%
\t* Synopsys (SNPS [https://seekingalpha.com/symbol/SNPS]) -11.02%
HERE ARE SOME OF THE IMPORTANT TECHNOLOGY STORIES FROM THIS WEEK:
NVIDIA TO ACQUIRE HUGGING FACE FOR $12.9B
Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) confirmed prior media reports on Thursday when it announced it had agreed to purchase Hugging Face for $12.9B.
Hugging Face will remain an open platform for the entire AI ecosystem, Nvidia CEO Jensen Huang said in a statement [https://blogs.nvidia.com/blog/nvidia-to-acquire-hugging-face/]. Nvidia compute will not be required to build on or deploy through Hugging Face.
The transaction is expected to close in the first half of 2027.
DELL SOARS 16% ON RECORD RESULTS; HPE RAISES GUIDANCE
Dell (DELL [https://seekingalpha.com/symbol/DELL]) shares were nearly 16% higher on Wednesday after the IT giant delivered [https://seekingalpha.com/news/4639342-dells-ai-driven-growth-puts-high-momentum-hardware-stocks-in-focus] a stronger-than-expected second quarter and sharply raised its fiscal 2027 outlook, underscoring the strength of demand for AI infrastructure.
Bank of America analyst Wamsi Mohan raised his price target to $600 from $505 and reiterated his Buy rating, stating that Dell is benefiting from the supply constraints facing the AI industry.
HPE's (HPE [https://seekingalpha.com/symbol/HPE]) third quarter 2026 results [https://seekingalpha.com/news/4639689-hewlett-packard-enterprise-non-gaap-eps-of-1_11-beats-by-0_17-revenue-of-12_2b-beats-by-210m#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews] also featured momentum across all its business segments and an increase in its outlook.
BROADCOM GUIDANCE FOR 2027, 2028 SURPRISES WALL STREET
Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]) offered weaker-than-expected guidance that overshadowed its third-quarter results. Looking ahead, Broadcom said it expects fourth-quarter revenue to be approximately $34.8B, with adjusted EBITDA around 66%. Analysts had expected $35.1B in fourth-quarter sales, according to Bloomberg.
However, the company’s offering of guidance for 2028 surprised Wall Street. Following the results and guidance, several Wall Street firms raised their price targets on Broadcom, including Cantor Fitzgerald, which went to $600 from $525. Macquarie upgraded shares to Outperform and put a $490 price target on the stock.
Morgan Stanley analyst Joseph Moore said that the guidance for 2027 shows Broadcom is on track, but the 2028 guidance was a positive surprise, even if there is some skepticism attached to it.
Other notable tech headlines include \"Big Short\" investor Michael Burry renewing his bearish view [https://seekingalpha.com/news/4639832-burry-calls-palantir-an-ai-fomo-consultant-warns-valuation-could-fall-below-100b] on PALANTIR (PLTR [https://seekingalpha.com/symbol/PLTR]) and criticizing the company’s valuation, business model, accounting, stock-based compensation, and CEO Alex Karp’s aircraft-related expenses, among other things.
HP (HPQ [https://seekingalpha.com/symbol/HPQ]) also posted Q3 results and guidance that topped [https://seekingalpha.com/news/4636995-hp-tumbles-even-as-it-boosts-annual-earnings-free-cash-flow-forecast] Wall Street's estimates.
However, the company said looking ahead to the remainder of our fiscal year, it continues to expect input costs to rise, putting near-term pressure on its operating margins, particularly in Personal Systems.
APPLE (AAPL [https://seekingalpha.com/symbol/AAPL]) is reportedly facing [https://seekingalpha.com/news/4639922-apple-sued-for-2b-in-uk-over-unfair-app-tracking-practices---report] a £2B (~$2.7B) lawsuit in the UK over its app tracking practices, with lawyers for app developers alleging that the company used its position as a gatekeeper to give its own advertising business an advantage.
MORE ON STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
\t* Governments Are Encouraging Industrial Robotic Growth [https://seekingalpha.com/article/4942904-governments-are-encouraging-industrial-robotic-growth]
\t* The Bond Market Might Be Getting Out Of Control [https://seekingalpha.com/article/4942688-the-bond-market-might-be-getting-out-of-control]
\t* Cybersecurity Is AI's Next Growth Leg [https://seekingalpha.com/article/4942706-cybersecurity-is-ais-next-growth-leg]
\t* The new heavy industry: Big Tech’s AI buildout flips historic capex ratios over mining [https://seekingalpha.com/news/4640038-the-new-heavy-industry-big-techs-ai-buildout-flips-historic-capex-ratios-over-mining]
\t* Ten technology stocks with the biggest year-over-year CapEx growth [https://seekingalpha.com/news/4639901-ten-technology-stocks-with-the-biggest-year-over-year-capex-growth]
","[Foxconn headquarters company logo]
Robert Way
Hon Hai Precision Industry (HNHPF [https://seekingalpha.com/symbol/HNHPF]), a key server assembly partner for Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]), reported NT$921.8B ($29.1B) in revenue for August on Saturday, marking its second-best monthly sales with 52% YoY growth, driven by accelerating AI momentum.
The Taiwan-based company, also known as Foxconn, added that [https://www.foxconn.com/en-us/press-center/press-releases/latest-news/2103] its consolidated sales for the first eight months of the year reached NT$6.5T ($0.2T), indicating ~40% YoY growth. August marked its second-highest sales figure in history, trailing July when it added NT$946.51B ($29.9B) in revenue with a 54% YoY rise.
The company said that its cloud and networking division saw sizable year-on-year growth momentum amid accelerating AI demand, as did its electronics component and computing product divisions.
Hon Hai (HNHAF [https://seekingalpha.com/symbol/HNHAF]), which also serves as an iPhone assembler for Apple (AAPL [https://seekingalpha.com/symbol/AAPL]), reported strong growth momentum in its smart consumer electronics division amid higher prices and as clients restocked inventory ahead of new product launches.
As for the outlook, Hon Hai (HNHAF [https://seekingalpha.com/symbol/HNHAF]) says Q3 is a peak season for the information and communications technology industry in general. Analysts on average [https://www.bloomberg.com/news/articles/2026-09-05/nvidia-partner-hon-hai-s-sales-climb-52-with-ai-server-momentum] expect the company to report a 37% rise in sales for the quarter, according to Bloomberg.
MORE ON HON HAI PRECISION INDUSTRY, NVIDIA
\t* Nvidia Has Just Shared Great News, Including The Deal With Hugging Face [https://seekingalpha.com/article/4943080-nvidia-shared-great-news-including-hugging-face-deal-with]
\t* Jensen Huang's Latest Deal Is Expensive, But It Strengthens Nvidia's Moat [https://seekingalpha.com/article/4943069-jensen-huangs-latest-deal-is-expensive-but-it-strengthens-nvidias-moat]
\t* Nvidia: The Market Will Come To Its Senses Eventually [https://seekingalpha.com/article/4942934-nvidia-the-market-will-come-to-its-senses-eventually]
\t* Nscale looking to raise $3.5B in new financing; Nvidia, Third Point may join: report [https://seekingalpha.com/news/4640427-nscale-looking-to-raise-3_5b-in-new-financing-nvidia-third-point-may-join-report]
\t* The US and China prepare for AI safety talks mid-September: report [https://seekingalpha.com/news/4640421-the-us-and-china-prepare-for-ai-safety-talks-mid-september-reuters]
","Kevin Dietsch/Getty Images News
Apple's (AAPL [https://seekingalpha.com/symbol/AAPL]) September 9 fall product launch event, \"Surprise and Shine,\" might stand as its most significant in nearly a decade, according to the analysts at Morgan Stanley.
\"Apple's 'Surprise and Shine' product launch event next Wednesday should follow a very similar format to past years—a 90-minute presentation of Apple's newest device introductions, namely the Apple Watch Series 12, Apple Watch Ultra 4, AirPods 5, iPhone 18 Pro/Pro Max, and, most importantly, its first foldable iPhone,\" said Morgan Stanley analysts, led by Erik Woodring, in an investor report.
\"However, the event will prove to be anything but ordinary. This is because for the first time in 15 years, Tim Cook will not headline the event; instead, new CEO John Ternus will lead the company into its first major iPhone form factor change in nearly 10 years, unveiling the much-anticipated iPhone Fold (Ultra?), alongside what are likely to be the broadest and most significant, like-for-like iPhone price hikes in company history,\" he added.
If Apple's first foldable phone captures a positive reaction from consumers, it could contribute significantly to revenue for the December quarter.
\"We currently forecast ~6.5M foldable iPhone shipments in the December quarter, translating to ~$14B of revenue, or 16% of total December quarter iPhone revenue,\" Woodring noted. \"Beyond the near-term financial contribution, it will be worth watching how Apple leverages the larger form factor and whether it delivers use cases that are better on a foldable vs. simply a larger screen—and most importantly, how the device really feels in hand. If consumer reception is strong, we believe the category could ultimately become larger than current supply chain forecasts imply.\"
Another critical point to consider is how consumers will react to price hikes across the new iPhone lineup. Morgan Stanley expects like-for-like iPhone Pro price increases will range from $200 to $500. The financial firm expects the 512GB foldable iPhone will start at $2,399 and the 2TB model will go for $3,199.
\"With NAND and DRAM costs rising sharply, we continue to expect Apple to raise the starting price of the iPhone 18 Pro and Pro Max by $200, with potentially larger increases at higher storage tiers,\" Woodring said. \"Based on our memory cost forecasts for Apple, such pricing actions would allow Apple to maintain iPhone gross margins of ~40%, broadly in line with the FY21-FY25 average of 39.9%.\"
MORE ON APPLE
\t* Apple Is Winning By Spending Less [https://seekingalpha.com/article/4943124-apple-is-winning-by-spending-less]
\t* Apple: Why I Am Buying The Earnings Growth Despite The Premium Valuation [https://seekingalpha.com/article/4942837-apple-why-i-am-buying-the-earnings-growth-despite-the-premium-valuation]
\t* Apple: Cook Avoided The AI Trap, Ternus Should Too [https://seekingalpha.com/article/4942285-apple-cook-avoided-the-ai-trap-ternus-should-too]
\t* Catalyst watch: Apple's high-stakes iPhone event, Oracle, CPI, and the NFL returns [https://seekingalpha.com/news/4639945-catalyst-watch-apples-high-stakes-iphone-event-oracle-cpi-and-the-nfl-returns]
\t* Apple's foldable iPhone may be in short supply, with production limited: report [https://seekingalpha.com/news/4640294-apples-foldable-iphone-may-be-in-short-supply-with-production-limited-report]
","The Schwab U.S. Dividend Equity ETF (NYSEMKT:SCHD) offers a higher current yield and deeper value tilt, whereas the Vanguard Dividend Appreciation ETF (NYSEMKT:VIG) focuses on consistent dividend growth and tech-heavy quality.
Both funds target dividend-paying companies, but their underlying methodologies lead to distinct portfolio profiles. The Schwab fund screens for sustainable high yields and fundamental financial strength, while the Vanguard fund strictly requires a 10-year track record of annual dividend increases. This difference creates a more conservative, tech-forward tilt for the Vanguard fund versus the value focus of its peer.
Snapshot (cost & size)
Metric VIG SCHD Issuer Vanguard Schwab Share price (as of Aug. 27, 2026) $243.23 $34.83 Expense ratio 0.04% 0.06% 1-year return (as of Aug. 27, 2026 17.1% 29.5% Dividend yield 1.5% 3% Beta 0.81 0.68 AUM $130.9 billion $111.7 billion
Beta measures price volatility relative to the S&P 500; beta is calculated from monthly returns over the available fund history (up to five years). The 1-year return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Both funds offer extremely affordable expense ratios. The primary differentiator for many income investors is the significant yield difference, with the Schwab fund nearly doubling the payout of its Vanguard peer.
Performance & risk comparison
Metric VIG SCHD Max drawdown (5 year) (20.4%) (16.8%) Growth of $1,000 over 5 years (total return) $1,643 $1,607
What's inside
The Schwab U.S. Dividend Equity ETF aims to track the overall performance of the Dow Jones U.S. Dividend 100 Index, which filters for companies with high yields and consistent payment histories. This investment strategy results in a portfolio of 102 holdings that concentrates on healthcare at 21%, consumer defensive at 20%, and energy at 15%. Its largest positions include Merck (NYSE:MRK) at 4.92%, Abbott Laboratories (NYSE:ABT) at 4.83%, and Amgen (NASDAQ:AMGN) at 4.8%. Launched in 2011, SCHD has paid $1.05 per share over the trailing 12 months.
The Vanguard Dividend Appreciation ETF seeks to track the S&P U.S. Dividend Growers Index by focusing on companies that have increased their annual payouts for at least 10 consecutive years. This methodology results in a 333-holding portfolio led by technology at 26%, financial services at 22%, and healthcare at 18%. Top holdings include Broadcom (NASDAQ:AVGO) at 4.63%, Apple (NASDAQ:AAPL) at 4.45%, and Microsoft (NASDAQ:MSFT) at 4.34%. Launched in 2006, VIG has paid $3.58 per share over the trailing 12 months.
Story Continues
For more guidance on ETF investing, check out the full guide at this link.
Which looks like the better buy?
Both of these ETFs are likely very appealing to income investors. SCHD may have a slightly higher expense ratio, but I don't think it's worth quibbling over a 2-basis-point difference. Their assets under management are in the same ballpark, with VIG being a bit larger. However, SCHD has much higher average trading volume, which suggests greater liquidity. Vanguard's one-year return trails Schwab's, but the ETFs are pretty closely matched when it comes to five-year returns.
I would say the two key differentiators are the portfolio composition and yield. VIG holds over 300 stocks, while SCHD has about 100. Neither ETF has a position that exceeds a 5% weighting, which I generally find attractive from a risk perspective. VIG has greater diversification on the face of it, but its top three holdings are multitrillion-dollar tech companies, which presents some concentration risk.
Finally, the yield: Schwab's fund pays out nearly twice as much as Vanguard's does. All else equal, I think SCHD's value bent and higher yield make it the better buy.
Should you buy stock in Schwab U.S. Dividend Equity ETF right now?
Before you buy stock in Schwab U.S. Dividend Equity ETF, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Schwab U.S. Dividend Equity ETF wasn't one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $445,833!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,402,153!*
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Erin Kennedy has positions in Apple, Schwab U.S. Dividend Equity ETF, and Vanguard Dividend Appreciation ETF. The Motley Fool has positions in and recommends Abbott Laboratories, Amgen, Apple, Broadcom, Merck, Microsoft, and Vanguard Dividend Appreciation ETF. The Motley Fool has a disclosure policy.
Schwab U.S. Dividend Equity vs. Vanguard Dividend Appreciation: Which ETF Looks Better for Your Portfolio? was originally published by The Motley Fool
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