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AGOX vs SCHD: Dividend Comparison 2026

AGOX yields 3.46% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $4.0K in total portfolio value
10 years
AGOX
AGOX
● Live price
3.46%
Share price
$26.62
Annual div
$0.92
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.45
Full AGOX calculator →
SCHD
Schwab U.S. Dividend Equity ETF
● Live price
3.44%
Share price
$30.68
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$422.61
Full SCHD calculator →

Portfolio growth — AGOX vs SCHD

📍 SCHD pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAGOXSCHD
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, AGOX + SCHD cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
AGOX pays
SCHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

AGOX
Annual income on $10K today (after 15% tax)
$294.21/yr
After 10yr DRIP, annual income (after tax)
$367.58/yr
SCHD
Annual income on $10K today (after 15% tax)
$292.49/yr
After 10yr DRIP, annual income (after tax)
$359.22/yr
At 15% tax rate, AGOX beats the other by $8.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AGOX + SCHD for your $10,000?

AGOX: 50%SCHD: 50%
100% SCHD50/50100% AGOX
Portfolio after 10yr
$27.0K
Annual income
$427.53/yr
Blended yield
1.58%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AGOX buys
0
SCHD buys
0
No recent congressional trades found for AGOX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAGOXSCHD
Forward yield3.46% ✓3.44%
Annual dividend / share$0.92$1.06 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.0K$29.0K ✓
Annual income after 10y$432.45 ✓$422.61
Total dividends collected$3.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: AGOX vs SCHD ($10,000, DRIP)

YearAGOX PortfolioAGOX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,046$346.13$11,224$344.10$178.00 → SCHD
2$12,177$357.33$12,567$354.98$390.00 → SCHD
3$13,397$368.13$14,038$365.30$641.00 → SCHD
4$14,714$378.53$15,648$375.06$934.00 → SCHD
5$16,132$388.53$17,410$384.27$1.3K → SCHD
6$17,659$398.12$19,335$392.95$1.7K → SCHD
7$19,303$407.30$21,437$401.10$2.1K → SCHD
8$21,070$416.08$23,733$408.75$2.7K → SCHD
9$22,969$424.46$26,237$415.91$3.3K → SCHD
10$25,010$432.45$28,968$422.61$4.0K → SCHD

AGOX vs SCHD: Complete Analysis 2026

AGOX — Stock

An investor should consider the investment objectives, risks, and charges and expenses of the Adaptive Alpha Opportunities ETF (the 'Fund') carefully before investing. The Prospectus contains this and other information about the Fund.

Full AGOX Calculator →

SCHD — ETF

The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.

Full SCHD Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.