HomeCompareBCSSX vs SCHD

BCSSX vs SCHD: Dividend Comparison 2026

BCSSX yields 122.06% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BCSSX wins by $9.20M in total portfolio value
10 years
BCSSX
BCSSX
● Live price
122.06%
Share price
$19.33
Annual div
$23.59
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$9.23M
Annual income
$3,535,598.40
Full BCSSX 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 — BCSSX vs SCHD

📍 BCSSX 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 PeriodBCSSXSCHD
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, BCSSX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BCSSX
Annual income on $10K today (after 15% tax)
$10,374.84/yr
After 10yr DRIP, annual income (after tax)
$3,005,258.64/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, BCSSX beats the other by $3,004,896.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BCSSX: 50%SCHD: 50%
100% SCHD50/50100% BCSSX
Portfolio after 10yr
$4.63M
Annual income
$1,768,012.17/yr
Blended yield
38.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BCSSX buys
0
SCHD buys
0
No recent congressional trades found for BCSSX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBCSSXSCHD
Forward yield122.06%3.46%
Annual dividend / share$23.59$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$9.23M$29.0K
Annual income after 10y$3,535,598.40$425.95
Total dividends collected$8.41M$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBCSSX PortfolioBCSSX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$22,906$12,205.69$11,226$346.36+$11.7KBCSSX
2$50,638$26,128.95$12,572$357.38+$38.1KBCSSX
3$108,168$53,984.82$14,046$367.84+$94.1KBCSSX
4$223,512$107,772.49$15,660$377.73+$207.9KBCSSX
5$447,284$208,126.60$17,425$387.07+$429.9KBCSSX
6$867,843$389,248.55$19,354$395.86+$848.5KBCSSX
7$1,634,422$705,830.89$21,461$404.13+$1.61MBCSSX
8$2,991,171$1,242,339.35$23,762$411.89+$2.97MBCSSX
9$5,325,429$2,124,875.24$26,272$419.15+$5.30MBCSSX
10$9,233,807$3,535,598.40$29,010$425.95+$9.20MBCSSX

BCSSX vs SCHD: Complete Analysis 2026

BCSSXStock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of those companies with total operating revenues of $500 million or less at the time of the initial investment. It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. The fund typically holds a portfolio of between 40 - 65 securities which the advisor believes have the potential for growth.

Full BCSSX 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 BCSSX vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

BCSSX vs JEPIBCSSX vs OBCSSX vs KOBCSSX vs MAINBCSSX vs VYMBCSSX vs DGROBCSSX vs VIGBCSSX 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.