HomeCompareASDEX vs SCHD

ASDEX vs SCHD: Dividend Comparison 2026

ASDEX yields 10.79% · SCHD yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ASDEX wins by $11.8K in total portfolio value
10 years
ASDEX
ASDEX
● Live price
10.79%
Share price
$119.82
Annual div
$12.93
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.8K
Annual income
$2,121.55
Full ASDEX 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 — ASDEX vs SCHD

📍 ASDEX 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 PeriodASDEXSCHD
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, ASDEX + SCHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
ASDEX pays
SCHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

ASDEX
Annual income on $10K today (after 15% tax)
$917.12/yr
After 10yr DRIP, annual income (after tax)
$1,803.32/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, ASDEX beats the other by $1,444.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ASDEX: 50%SCHD: 50%
100% SCHD50/50100% ASDEX
Portfolio after 10yr
$34.9K
Annual income
$1,272.08/yr
Blended yield
3.65%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ASDEX buys
0
SCHD buys
0
No recent congressional trades found for ASDEX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricASDEXSCHD
Forward yield10.79%3.44%
Annual dividend / share$12.93$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.8K$29.0K
Annual income after 10y$2,121.55$422.61
Total dividends collected$15.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearASDEX PortfolioASDEX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,779$1,078.96$11,224$344.10+$555.00ASDEX
2$13,791$1,187.76$12,567$354.98+$1.2KASDEX
3$16,056$1,299.69$14,038$365.30+$2.0KASDEX
4$18,594$1,414.17$15,648$375.06+$2.9KASDEX
5$21,427$1,530.57$17,410$384.27+$4.0KASDEX
6$24,575$1,648.31$19,335$392.95+$5.2KASDEX
7$28,062$1,766.82$21,437$401.10+$6.6KASDEX
8$31,912$1,885.54$23,733$408.75+$8.2KASDEX
9$36,149$2,003.94$26,237$415.91+$9.9KASDEX
10$40,802$2,121.55$28,968$422.61+$11.8KASDEX

ASDEX vs SCHD: Complete Analysis 2026

ASDEXStock

The investment seeks long-term capital growth. The fund normally invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.

Full ASDEX 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.