HomeCompareBEGRX vs SCHD

BEGRX vs SCHD: Dividend Comparison 2026

BEGRX yields 13.44% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BEGRX wins by $19.4K in total portfolio value
10 years
BEGRX
BEGRX
● Live price
13.44%
Share price
$17.92
Annual div
$2.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.4K
Annual income
$3,095.72
Full BEGRX 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 — BEGRX vs SCHD

📍 BEGRX 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 PeriodBEGRXSCHD
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, BEGRX + SCHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BEGRX pays
SCHD pays
Both pay
Neither
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Tax Bracket Optimizer

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

BEGRX
Annual income on $10K today (after 15% tax)
$1,142.28/yr
After 10yr DRIP, annual income (after tax)
$2,631.36/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, BEGRX beats the other by $2,269.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BEGRX: 50%SCHD: 50%
100% SCHD50/50100% BEGRX
Portfolio after 10yr
$38.7K
Annual income
$1,760.83/yr
Blended yield
4.55%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BEGRX buys
0
SCHD buys
0
No recent congressional trades found for BEGRX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBEGRXSCHD
Forward yield13.44%3.46%
Annual dividend / share$2.41$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$48.4K$29.0K
Annual income after 10y$3,095.72$425.95
Total dividends collected$21.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBEGRX PortfolioBEGRX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$12,044$1,343.86$11,226$346.36+$818.00BEGRX
2$14,400$1,512.64$12,572$357.38+$1.8KBEGRX
3$17,098$1,690.19$14,046$367.84+$3.1KBEGRX
4$20,170$1,875.61$15,660$377.73+$4.5KBEGRX
5$23,650$2,067.90$17,425$387.07+$6.2KBEGRX
6$27,572$2,266.04$19,354$395.86+$8.2KBEGRX
7$31,970$2,468.95$21,461$404.13+$10.5KBEGRX
8$36,884$2,675.58$23,762$411.89+$13.1KBEGRX
9$42,351$2,884.84$26,272$419.15+$16.1KBEGRX
10$48,411$3,095.72$29,010$425.95+$19.4KBEGRX

BEGRX vs SCHD: Complete Analysis 2026

BEGRXStock

The fund invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (fundamental value). The equity securities in which the fund invests are primarily common stock. The fund may invest substantially and potentially up to 100% of its assets in foreign securities and participations in foreign government debt.

Full BEGRX 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.