Is AQMIX or SCHD a better dividend investment in 2026?

AQMIX currently yields 2.05% with a 5% 5-year dividend growth rate. SCHD yields 3.46% with 13.05% growth. The better choice depends on your goal: SCHD offers higher current income.

What is the dividend yield difference between AQMIX and SCHD?

AQMIX has a forward dividend yield of 2.05% ($0.22/share annually). SCHD yields 3.46% ($1.06/share annually). The yield gap is 1.41 percentage points.

Home › Compare › AQMIX vs SCHD

AQMIX vs SCHD: Dividend Comparison 2026

AQMIX yields 2.05% · SCHD yields 3.46%● Live data

vsPost on X →

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

🏆 SCHD wins by $6.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AQMIX

● Live price

2.05%

Share price

$10.55

Annual div

$0.22

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$22.7K

Annual income

$233.96

Full AQMIX 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 — AQMIX vs SCHD

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

AQMIX pays

SCHD pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

AQMIX

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

$174.19/yr

After 10yr DRIP, annual income (after tax)

$198.87/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, SCHD beats the other by $163.19/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

AQMIX: 50%SCHD: 50%

100% SCHD50/50100% AQMIX

Portfolio after 10yr

$25.9K

Annual income

$329.95/yr

Blended yield

1.28%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AQMIX 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 →

MetricAQMIXSCHD

Forward yield	2.05%	3.46% ✓
Annual dividend / share	$0.22	$1.06 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$22.7K	$29.0K ✓
Annual income after 10y	$233.96	$425.95 ✓
Total dividends collected	$2.2K	$3.9K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	AQMIX Portfolio	AQMIX Income/yr	SCHD Portfolio	SCHD Income/yr	Gap
1← crossover	$10,905	$204.93	$11,226	$346.36	$321.00 → SCHD
2	$11,877	$208.85	$12,572	$357.38	$695.00 → SCHD
3	$12,921	$212.59	$14,046	$367.84	$1.1K → SCHD
4	$14,042	$216.15	$15,660	$377.73	$1.6K → SCHD
5	$15,244	$219.53	$17,425	$387.07	$2.2K → SCHD
6	$16,534	$222.74	$19,354	$395.86	$2.8K → SCHD
7	$17,917	$225.78	$21,461	$404.13	$3.5K → SCHD
8	$19,400	$228.66	$23,762	$411.89	$4.4K → SCHD
9	$20,989	$231.39	$26,272	$419.15	$5.3K → SCHD
10	$22,693	$233.96	$29,010	$425.95	$6.3K → SCHD

AQMIX vs SCHD: Complete Analysis 2026

AQMIX — Stock

The adviser allocates the fund's assets among four major asset classes (commodities, currencies, fixed income and equities). It gains exposure to asset classes by investing in several hundred futures contracts, futures-related instruments, forwards and swaps, including, but not limited to, commodity futures, forwards and swaps; currencies, currency futures and forwards; equity index futures, equity swaps and volatility futures; bond futures and swaps; interest rate futures and swaps and credit default index swaps. The fund is non-diversified.

Full AQMIX 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 AQMIX vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AQMIX vs JEPI AQMIX vs O AQMIX vs KO AQMIX vs MAIN AQMIX vs VYM AQMIX vs DGRO AQMIX vs VIG AQMIX 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.