Dividend Vision Model Portfolios
Slow and Steady
Popular dividend ETFs that have lower yields, but tend to also go up in price over the long term.
Updated Nov 4, 2026
Holdings
Rates, payout schedules and scores are refreshed from our data on every site update. Open a fund for its full analysis.
| Ticker | Fund | Weight | Dist. rate | Pays | Distribution Safety Score™ | Expense |
|---|---|---|---|---|---|---|
| QDVO | Amplify CWP Growth & Income ETF | 29.4% | 11.97% | Monthly | 84 Safe | 0.56% |
| DGRO | iShares Core Dividend Growth ETF | 14.7% | 1.92% | Quarterly | 100 Safe | 0.08% |
| FDVV | Fidelity High Dividend ETF | 14.7% | 2.34% | Quarterly | 93 Safe | 0.15% |
| VIG | Vanguard Dividend Appreciation ETF | 7.4% | 1.52% | Quarterly | 100 Safe | 0.04% |
| VYM | Vanguard High Dividend Yield ETF | 8.8% | 2.22% | Quarterly | 95 Safe | 0.04% |
| SCHD | Schwab U.S. Dividend Equity ETF | 2.9% | 3.01% | Quarterly | 100 Safe | 0.06% |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | 22.1% | 4.91% | Monthly | 93 Safe | 0.56% |
Portfolio Distribution Safety Score™
Weighted by each fund's share of the projected income. No income comes from funds scoring under 60. The ring shows how the income splits across score bands.
Why these picks
- QDVO
Amplify CWP Growth & Income ETF. Distribution Safety Score™ 84 (Safe); pays about 12.0% monthly; payouts up 17% over the past year; 0.56% expense ratio; $751M in assets.
- DGRO
Seeks to track the investment results of the Morningstar U.S. Dividend Growth Index, which measures the performance of U.S. equities with a history of consistently growing dividends. Distribution Safety Score 100 (Safe); pays about 1.9% quarterly; payouts up 5% over the past year; 0.08% expense ratio; $45.3B in assets.
- FDVV
Fidelity High Dividend ETF. Distribution Safety Score 93 (Safe); pays about 2.3% quarterly; payouts up 1% over the past year; 0.15% expense ratio; $10.4B in assets.
- VIG
Seeks to track the performance of the S&P U.S. Dividend Growers Index. Distribution Safety Score 100 (Safe); pays about 1.5% quarterly; payouts up 4% over the past year; 0.04% expense ratio; $115.8B in assets.
- VYM
Seeks to track the performance of the FTSE High Dividend Yield Index. Distribution Safety Score 95 (Safe); pays about 2.2% quarterly; payouts up 3% over the past year; 0.04% expense ratio; $83.3B in assets.
- SCHD
Schwab U.S. Dividend Equity ETF. Distribution Safety Score 100 (Safe); pays about 3.0% quarterly; payouts up 3% over the past year; 0.06% expense ratio; $121.1B in assets.
- DIVO
Amplify CWP Enhanced Dividend Income ETF. Distribution Safety Score 93 (Safe); pays about 4.9% monthly; payouts up 10% over the past year; 0.56% expense ratio; $8.0B in assets.
Reasons written Nov 4, 2026. Scores, rates and expense ratios in them are today's, the same as the holdings table.
Backtest
+38.4% total return since Aug 2024 (16.0% a year)
| Series | Total return | Per year | Last 12 mo | Max drawdown | Volatility |
|---|---|---|---|---|---|
| Slow and Steady | +38.4% | 16.0% | +13.9% | −14.9% | 12.5% |
| SPY | +39.2% | 16.3% | +11.6% | −18.8% | 16.2% |
| SCHD | +40.4% | 16.8% | +39.0% | −16.1% | 13.7% |
Aug 22, 2024 to Nov 3, 2026. Buy-and-hold at the listed weights, distributions reinvested (adjusted close). Past performance does not guarantee future results.
Frequently asked questions
How was the Slow and Steady backtest calculated?
It holds the listed weights from Aug 22, 2024 to Nov 3, 2026 without rebalancing and reinvests every distribution, using split- and distribution-adjusted prices. Benchmarks are measured the same way. Past performance does not guarantee future results.
What is this portfolio's Distribution Safety Score?
88 out of 100 (Safe). It averages each fund's Distribution Safety Score, weighted by its share of the portfolio's projected income. It is a rules-based estimate of how dependable the payouts are, not a guarantee.
How much income does Slow and Steady pay?
The holdings' current distribution rates blend to about 5.6% a year at the listed weights. Distribution rates change as funds raise, cut or vary their payouts.
Is this investment advice?
No. Model portfolios are examples for research and education. They are not recommendations to buy or sell any security, and you are responsible for your own decisions.
More model portfolios
Disclaimer: Model portfolios are illustrative examples for research and education, not investment advice or a recommendation to buy or sell any security. Distribution rates and scores change. Backtests are hypothetical, assume distributions are reinvested and ignore taxes and trading costs. Investing involves risk, including loss of principal.