HomeCompareBASOX vs SCHD

BASOX vs SCHD: Dividend Comparison 2026

BASOX yields 4.08% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $2.9K in total portfolio value
10 years
BASOX
BASOX
● Live price
4.08%
Share price
$10.06
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.1K
Annual income
$529.92
Full BASOX 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 — BASOX 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 PeriodBASOXSCHD
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, BASOX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BASOX
Annual income on $10K today (after 15% tax)
$346.69/yr
After 10yr DRIP, annual income (after tax)
$450.43/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, BASOX beats the other by $88.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BASOX: 50%SCHD: 50%
100% SCHD50/50100% BASOX
Portfolio after 10yr
$27.5K
Annual income
$477.93/yr
Blended yield
1.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BASOX 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 →
MetricBASOXSCHD
Forward yield4.08%3.46%
Annual dividend / share$0.41$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.1K$29.0K
Annual income after 10y$529.92$425.95
Total dividends collected$4.7K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBASOX PortfolioBASOX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,108$407.87$11,226$346.36$118.00SCHD
2$12,309$423.42$12,572$357.38$263.00SCHD
3$13,609$438.50$14,046$367.84$437.00SCHD
4$15,015$453.10$15,660$377.73$645.00SCHD
5$16,533$467.20$17,425$387.07$892.00SCHD
6$18,171$480.79$19,354$395.86$1.2KSCHD
7$19,937$493.86$21,461$404.13$1.5KSCHD
8$21,839$506.40$23,762$411.89$1.9KSCHD
9$23,886$518.42$26,272$419.15$2.4KSCHD
10$26,088$529.92$29,010$425.95$2.9KSCHD

BASOX vs SCHD: Complete Analysis 2026

BASOXStock

The fund will invest in U.S. dollar-denominated investment grade and short-term fixed and floating rate debt securities maturing in three years or less (with certain exceptions) and will maintain a dollar-weighted average maturity of 180 days or less and a dollar-weighted average life of 365 days or less. It invests a significant portion of its assets in securities issued by financial services companies, including banks, broker-dealers and insurance companies, and repurchase agreements secured by such obligations.

Full BASOX 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 →
📬

Get this BASOX vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

BASOX vs JEPIBASOX vs OBASOX vs KOBASOX vs MAINBASOX vs VYMBASOX vs DGROBASOX vs VIGBASOX 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.