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BAGSX vs SCHD: Dividend Comparison 2026

BAGSX yields 4.00% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $921.00 in total portfolio value
10 years
BAGSX
BAGSX
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full BAGSX 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 — BAGSX vs SCHD

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

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

Tax Bracket Optimizer

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

BAGSX
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/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, BAGSX beats the other by $405.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BAGSX: 50%SCHD: 50%
100% SCHD50/50100% BAGSX
Portfolio after 10yr
$28.5K
Annual income
$660.90/yr
Blended yield
2.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAGSX buys
0
SCHD buys
0
No recent congressional trades found for BAGSX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBAGSXSCHD
Forward yield4.00% ✓3.44%
Annual dividend / share$2.00 ✓$1.06
Payout ratio50%50%
1-year div growth5% ✓0%
5-year div CAGR5% ✓0%
Portfolio after 10y$28.0K$29.0K ✓
Annual income after 10y$899.19 ✓$422.61
Total dividends collected$6.4K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBAGSX PortfolioBAGSX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,120$420.00$11,224$344.10$104.00 → SCHD
2$12,357$458.31$12,567$354.98$210.00 → SCHD
3$13,721$499.76$14,038$365.30$317.00 → SCHD
4$15,227$544.58$15,648$375.06$421.00 → SCHD
5$16,885$593.02$17,410$384.27$525.00 → SCHD
6$18,713$645.34$19,335$392.95$622.00 → SCHD
7$20,724$701.81$21,437$401.10$713.00 → SCHD
8$22,938$762.73$23,733$408.75$795.00 → SCHD
9$25,372$828.41$26,237$415.91$865.00 → SCHD
10$28,047$899.19$28,968$422.61$921.00 → SCHD

BAGSX vs SCHD: Complete Analysis 2026

BAGSX — Stock

BAGSX is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in BAGSX shares.

Full BAGSX 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 →
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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.