Is AGTHX or SCHD a better dividend investment in 2026?

AGTHX currently yields 12.05% with a 5% 5-year dividend growth rate. SCHD yields 3.46% with 13.05% growth. The better choice depends on your goal: AGTHX offers higher current income.

What is the dividend yield difference between AGTHX and SCHD?

AGTHX has a forward dividend yield of 12.05% ($8.60/share annually). SCHD yields 3.46% ($1.06/share annually). The yield gap is 8.59 percentage points.

Home › Compare › AGTHX vs SCHD

AGTHX vs SCHD: Dividend Comparison 2026

AGTHX yields 12.05% · SCHD yields 3.46%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 AGTHX wins by $15.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AGTHX

● Live price

12.05%

Share price

$71.43

Annual div

$8.60

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.3K

Annual income

$2,553.98

Full AGTHX calculator →

SCHD

Schwab U.S. Dividend Equity ETF

● Live price

3.46%

Share price

$30.48

Annual div

$1.06

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.0K

Annual income

$425.95

Full SCHD calculator →

Portfolio growth — AGTHX vs SCHD

📍 AGTHX 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 Period	AGTHX	SCHD
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, AGTHX + SCHD cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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AGTHX pays

SCHD pays

Both pay

Neither

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Tax Bracket Optimizer

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

AGTHX

Annual income on $10K today (after 15% tax)

$1,023.86/yr

After 10yr DRIP, annual income (after tax)

$2,170.88/yr

SCHD

Annual income on $10K today (after 15% tax)

$294.40/yr

After 10yr DRIP, annual income (after tax)

$362.06/yr

At 15% tax rate, AGTHX beats the other by $1,808.83/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

AGTHX: 50%SCHD: 50%

100% SCHD50/50100% AGTHX

Portfolio after 10yr

$36.6K

Annual income

$1,489.96/yr

Blended yield

4.07%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AGTHX buys

SCHD buys

Politician	Chamber	Ticker	Type	Amount	Date
Virginia Foxx	🏢 House	$SCHD	▼ Sell	$50,001 - $100,000	2023-03-08
Steve Cohen	🏢 House	$SCHD	▲ Buy	$50,001 - $100,000	2022-07-29
Hakeem S. Jeffries	🏢 House	$SCHD	▲ Buy	$15,001 - $50,000	2021-04-12
Mikie Sherrill	🏢 House	$SCHD	▲ Buy	$100,001 - $250,000	2020-02-21

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricAGTHXSCHD

Forward yield	12.05% ✓	3.46%
Annual dividend / share	$8.60 ✓	$1.06
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$44.3K ✓	$29.0K
Annual income after 10y	$2,553.98 ✓	$425.95
Total dividends collected	$18.6K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	AGTHX Portfolio	AGTHX Income/yr	SCHD Portfolio	SCHD Income/yr	Gap
1← crossover	$11,905	$1,204.54	$11,226	$346.36	+$679.00 → AGTHX
2	$14,078	$1,340.13	$12,572	$357.38	+$1.5K → AGTHX
3	$16,545	$1,481.13	$14,046	$367.84	+$2.5K → AGTHX
4	$19,329	$1,626.76	$15,660	$377.73	+$3.7K → AGTHX
5	$22,459	$1,776.25	$17,425	$387.07	+$5.0K → AGTHX
6	$25,960	$1,928.80	$19,354	$395.86	+$6.6K → AGTHX
7	$29,860	$2,083.61	$21,461	$404.13	+$8.4K → AGTHX
8	$34,191	$2,239.91	$23,762	$411.89	+$10.4K → AGTHX
9	$38,981	$2,396.94	$26,272	$419.15	+$12.7K → AGTHX
10	$44,264	$2,553.98	$29,010	$425.95	+$15.3K → AGTHX

AGTHX vs SCHD: Complete Analysis 2026

AGTHX — Stock

The investment seeks growth of capital. The fund invests primarily in common stocks and seeks to invest in companies that appear to offer superior opportunities for growth of capital. It may invest up to 25% of its assets in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

Full AGTHX 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.