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BREE vs SCHD: Dividend Comparison 2026

BREE yields 9.22% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BREE wins by $7.8K in total portfolio value
10 years
BREE
BREE
● Live price
9.22%
Share price
$21.70
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.8K
Annual income
$1,647.38
Full BREE 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 — BREE vs SCHD

📍 BREE 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 PeriodBREESCHD
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, BREE + SCHD cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

BREE
Annual income on $10K today (after 15% tax)
$783.41/yr
After 10yr DRIP, annual income (after tax)
$1,400.27/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, BREE beats the other by $1,038.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BREE: 50%SCHD: 50%
100% SCHD50/50100% BREE
Portfolio after 10yr
$32.9K
Annual income
$1,036.66/yr
Blended yield
3.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BREE buys
0
SCHD buys
0
No recent congressional trades found for BREE or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBREESCHD
Forward yield9.22% ✓3.46%
Annual dividend / share$2.00 ✓$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.8K ✓$29.0K
Annual income after 10y$1,647.38 ✓$425.95
Total dividends collected$12.9K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBREE PortfolioBREE Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,622$921.66$11,226$346.36+$396.00 → BREE
2$13,436$1,001.05$12,572$357.38+$864.00 → BREE
3$15,458$1,081.63$14,046$367.84+$1.4K → BREE
4$17,703$1,163.01$15,660$377.73+$2.0K → BREE
5$20,188$1,244.78$17,425$387.07+$2.8K → BREE
6$22,927$1,326.58$19,354$395.86+$3.6K → BREE
7$25,940$1,408.05$21,461$404.13+$4.5K → BREE
8$29,245$1,488.87$23,762$411.89+$5.5K → BREE
9$32,861$1,568.74$26,272$419.15+$6.6K → BREE
10$36,808$1,647.38$29,010$425.95+$7.8K → BREE

BREE vs SCHD: Complete Analysis 2026

BREE — Stock

EVPF is an actively managed ETF that invests primarily in preferred securities and other income-producing instruments. The portfolio emphasizes preferred and hybrid securities, often issued by financial services companies, in pursuit of income and total return.

Full BREE 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.