Bullstory Research June 26, 2026
ETFs you must memorize if you invest
Key takeaways
SKYY (cloud) management fee 0.60%, seeks stock-price growth driven by AI server demand through cloud and data-center related stocks. DRAM ETF management fee 0.65%, invests in memory companies such as Samsung Electronics and SK Hynix. VPU (power) management fee 0.09%, with a dividend yield of about 3% or so, it pursues stable returns. SPY 0.0945% provides broad diversification in U.S. large-cap stocks, and SCHD 0.06% is a dividend-growth strategy.
SKYY (cloud ETF) management fee 0.60%
Alphabet (Google)
Arista Networks
MongoDB
Nutanix
and other cloud-related companies
Investing in cloud companies, which are core to the AI era. They also benefit directly from the growth in data centers and tend to grow together as AI servers increase.
The purpose is stock price growth.
DRAM (memory ETF) management fee 0.65%
Samsung Electronics
SK hynix
Micron, Western Digital
Kioxia-related companies
In the AI era, what matters is not just one GPU, but what is attached next to the GPU
HBM, DRAM, NAND
Demand also explodes, so it is especially important. The objective is stock price growth.
VPU (U.S. power ETF) management fee 0.09%
NextEra Energy
Southern Company
Duke Energy
Dominion Energy
and other U.S. power companies.
It is strong in recessions, has stable dividends, and has low volatility.
Dividend yield of around 3It tends to increase a little every year and has high dividend stability.
SPY (S&P500 ETF) management fee 0.0945%
Representative U.S. companies 500companies: Apple, Microsoft, Nvidia, Amazon, Meta
An ETF that invests in the U.S. economy itself, and grows together when the U.S. grows.
Historically, it has trended upward over the long term and is at the highest level of diversification.
Dividend yield of around 1%; dividends are increasing, but it is not a dividend-focused ETF.
SCHD (dividend-growth ETF) expense ratio 0.06%
Coca-Cola
PepsiCo
Cisco Home Depot
Texas Instruments and other consistently profitable blue-chip companies.
Financial soundness. Cash flow. Dividend sustainability. Dividend growth potential. Selected after considering all of these.
Focused on companies whose dividends keep rising. Long-term compounding effect. Suitable for retirement preparation. Relatively low volatility.
Frequently asked questions
What are the SKYY ETF's management fee and investment objective?
The SKYY management fee is 0.60%, and it aims for stock-price growth by investing in cloud and data-center related stocks such as Microsoft and Amazon.
Why invest in a DRAM (memory) ETF?
Expense ratio 0.65% for DRAM ETFs is an investment reason because demand for HBM, DRAM, and NAND is rising with the spread of AI, and share-price growth is expected.
What are the dividend characteristics of the VPU ETF?
VPU is centered on U.S. utility stocks, with a dividend yield of about 3% and it tends to be resilient in economic downturns, while its dividend increases slightly each year.
Is SPY an ETF for dividend purposes?
No. SPY invests in the 500 leading companies of the S&P 500 and is an ETF that bets on U.S. economic growth, with a dividend yield of about 1%.
Why is SCHD suitable as a dividend growth ETF?
SCHD has an expense ratio of 0.06and it focuses on companies with steady cash flow and sustainable dividends, so dividends keep increasing steadily and it is suitable for retirement preparation.
Why should you check the expense ratio when choosing an ETF?
The expense ratio directly reduces long-term returns. It is advantageous to lower costs by considering your investment objective and holding period.