HomeCompareANCFX vs SCHD

ANCFX vs SCHD: Dividend Comparison 2026

ANCFX yields 9.11% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ANCFX wins by $7.5K in total portfolio value
10 years
ANCFX
ANCFX
● Live price
9.11%
Share price
$86.14
Annual div
$7.85
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.5K
Annual income
$1,617.50
Full ANCFX calculator →
SCHD
Schwab U.S. Dividend Equity ETF
● Live price
3.46%
Share price
$30.48
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$425.95
Full SCHD calculator →

Portfolio growth — ANCFX vs SCHD

📍 ANCFX 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 PeriodANCFXSCHD
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, ANCFX + SCHD cover 0 of 12 monthsgood coverage

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

ANCFX
Annual income on $10K today (after 15% tax)
$774.27/yr
After 10yr DRIP, annual income (after tax)
$1,374.88/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, ANCFX beats the other by $1,012.82/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 ANCFX + SCHD for your $10,000?

ANCFX: 50%SCHD: 50%
100% SCHD50/50100% ANCFX
Portfolio after 10yr
$32.8K
Annual income
$1,021.72/yr
Blended yield
3.12%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ANCFX buys
0
SCHD buys
3
PoliticianChamberTickerTypeAmountDate
Virginia Foxx🏢 House$SCHD▼ Sell$50,001 - $100,0002023-03-08
Steve Cohen🏢 House$SCHD▲ Buy$50,001 - $100,0002022-07-29
Hakeem S. Jeffries🏢 House$SCHD▲ Buy$15,001 - $50,0002021-04-12
Mikie Sherrill🏢 House$SCHD▲ Buy$100,001 - $250,0002020-02-21
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricANCFXSCHD
Forward yield9.11%3.46%
Annual dividend / share$7.85$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.5K$29.0K
Annual income after 10y$1,617.50$425.95
Total dividends collected$12.7K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearANCFX PortfolioANCFX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,611$910.90$11,226$346.36+$385.00ANCFX
2$13,412$988.45$12,572$357.38+$840.00ANCFX
3$15,418$1,067.09$14,046$367.84+$1.4KANCFX
4$17,644$1,146.43$15,660$377.73+$2.0KANCFX
5$20,105$1,226.10$17,425$387.07+$2.7KANCFX
6$22,818$1,305.73$19,354$395.86+$3.5KANCFX
7$25,800$1,384.99$21,461$404.13+$4.3KANCFX
8$29,070$1,463.55$23,762$411.89+$5.3KANCFX
9$32,646$1,541.14$26,272$419.15+$6.4KANCFX
10$36,549$1,617.50$29,010$425.95+$7.5KANCFX

ANCFX vs SCHD: Complete Analysis 2026

ANCFXStock

The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly 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.

Full ANCFX 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.