Is AMVRX or SCHD a better dividend investment in 2026?

AMVRX currently yields 13.85% with a 5% 5-year dividend growth rate. SCHD yields 3.46% with 13.05% growth. The better choice depends on your goal: AMVRX offers higher current income.

What is the dividend yield difference between AMVRX and SCHD?

AMVRX has a forward dividend yield of 13.85% ($2.05/share annually). SCHD yields 3.46% ($1.06/share annually). The yield gap is 10.39 percentage points.

Home › Compare › AMVRX vs SCHD

AMVRX vs SCHD: Dividend Comparison 2026

AMVRX yields 13.85% · SCHD yields 3.46%● Live data

vsPost on X →

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

🏆 AMVRX wins by $20.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AMVRX

● Live price

13.85%

Share price

$14.78

Annual div

$2.05

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$49.7K

Annual income

$3,270.44

Full AMVRX 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 — AMVRX vs SCHD

📍 AMVRX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

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

Crisis Period	AMVRX	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%.

📅

Dividend Calendar Overlap

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

AMVRX pays

SCHD pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

AMVRX

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

$1,177.52/yr

After 10yr DRIP, annual income (after tax)

$2,779.87/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, AMVRX beats the other by $2,417.82/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

AMVRX: 50%SCHD: 50%

100% SCHD50/50100% AMVRX

Portfolio after 10yr

$39.4K

Annual income

$1,848.19/yr

Blended yield

4.70%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AMVRX buys

SCHD buys

No recent congressional trades found for AMVRX or SCHD in the last 90 days.

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

MetricAMVRXSCHD

Forward yield	13.85% ✓	3.46%
Annual dividend / share	$2.05 ✓	$1.06
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$49.7K ✓	$29.0K
Annual income after 10y	$3,270.44 ✓	$425.95
Total dividends collected	$22.9K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	AMVRX Portfolio	AMVRX Income/yr	SCHD Portfolio	SCHD Income/yr	Gap
1← crossover	$12,085	$1,385.32	$11,226	$346.36	+$859.00 → AMVRX
2	$14,496	$1,564.67	$12,572	$357.38	+$1.9K → AMVRX
3	$17,265	$1,754.00	$14,046	$367.84	+$3.2K → AMVRX
4	$20,426	$1,952.35	$15,660	$377.73	+$4.8K → AMVRX
5	$24,014	$2,158.68	$17,425	$387.07	+$6.6K → AMVRX
6	$28,067	$2,371.90	$19,354	$395.86	+$8.7K → AMVRX
7	$32,622	$2,590.84	$21,461	$404.13	+$11.2K → AMVRX
8	$37,720	$2,814.36	$23,762	$411.89	+$14.0K → AMVRX
9	$43,402	$3,041.27	$26,272	$419.15	+$17.1K → AMVRX
10	$49,711	$3,270.44	$29,010	$425.95	+$20.7K → AMVRX

AMVRX vs SCHD: Complete Analysis 2026

AMVRX — Stock

Under normal market conditions, the portfolio managers will invest at least 80% of the fund's net assets in medium size companies. The portfolio managers consider medium size companies to include those whose market capitalizations at the time of purchase are within the capitalization range of the Russell 3000® Index, excluding the largest 100 such companies.

Full AMVRX 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 →

📬

Get this AMVRX vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AMVRX vs JEPI AMVRX vs O AMVRX vs KO AMVRX vs MAIN AMVRX vs VYM AMVRX vs DGRO AMVRX vs VIG AMVRX vs HDV

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