The author says they would pick the Vanguard International High Dividend Yield ETF (VYMI) if they could hold only one dividend ETF for the next 30 years. The fund has a 3.68% trailing 12-month dividend yield and a P/E of 13.3, about 43% cheaper than the S&P 500, and it has significantly outperformed the index over the past year. Vanguard projects international stocks will beat U.S. stocks over the next 30 years, with developed markets forecast at 6.2% to 8.2% annualized returns versus 4.9% to 6.9% for U.S. equities. VYMI holds 1,567 stocks from 45 countries, mostly in developed markets such as Japan (12.2%) and the UK (11%). The author argues AI's gains could spread to steady sectors like banks, pharma and consumer staples, though there is no guarantee VYMI will beat U.S. stocks.
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