HomeCompareAHTFX vs SCHD

AHTFX vs SCHD: Dividend Comparison 2026

AHTFX yields 6.41% · SCHD yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AHTFX wins by $1.6K in total portfolio value
10 years
AHTFX
AHTFX
● Live price
6.41%
Share price
$9.71
Annual div
$0.62
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.5K
Annual income
$963.38
Full AHTFX 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 — AHTFX vs SCHD

📍 AHTFX 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 PeriodAHTFXSCHD
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, AHTFX + SCHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AHTFX 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.

AHTFX
Annual income on $10K today (after 15% tax)
$544.64/yr
After 10yr DRIP, annual income (after tax)
$818.87/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, AHTFX beats the other by $459.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AHTFX: 50%SCHD: 50%
100% SCHD50/50100% AHTFX
Portfolio after 10yr
$29.8K
Annual income
$692.99/yr
Blended yield
2.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AHTFX buys
0
SCHD buys
0
No recent congressional trades found for AHTFX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAHTFXSCHD
Forward yield6.41%3.44%
Annual dividend / share$0.62$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.5K$29.0K
Annual income after 10y$963.38$422.61
Total dividends collected$8.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAHTFX PortfolioAHTFX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,341$640.75$11,224$344.10+$117.00AHTFX
2$12,814$679.12$12,567$354.98+$247.00AHTFX
3$14,428$717.13$14,038$365.30+$390.00AHTFX
4$16,192$754.64$15,648$375.06+$544.00AHTFX
5$18,117$791.53$17,410$384.27+$707.00AHTFX
6$20,213$827.69$19,335$392.95+$878.00AHTFX
7$22,491$863.03$21,437$401.10+$1.1KAHTFX
8$24,963$897.46$23,733$408.75+$1.2KAHTFX
9$27,641$930.93$26,237$415.91+$1.4KAHTFX
10$30,540$963.38$28,968$422.61+$1.6KAHTFX

AHTFX vs SCHD: Complete Analysis 2026

AHTFXStock

The investment seeks to provide a high level of current income; the secondary investment objective is capital appreciation. The fund invests primarily in higher yielding and generally lower quality debt securities (rated Ba1 / BB+ or below by Nationally Recognized Statistical Rating Organizations or unrated but determined by the fund's investment adviser to be of equivalent quality), including corporate loan obligations. It may also invest a portion of its assets in securities of issuers domiciled outside the United States.

Full AHTFX Calculator →

SCHDETF

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.