HomeCompareBWEL vs SCHD

BWEL vs SCHD: Dividend Comparison 2026

BWEL yields 3.01% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BWEL wins by $31.9K in total portfolio value· pulled ahead in Year 3
10 years
BWEL
BWEL
● Live price
3.01%
Share price
$540.00
Annual div
$16.25
5Y div CAGR
33.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$60.9K
Annual income
$12,992.31
Full BWEL 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 — BWEL vs SCHD

📍 BWEL pulled ahead of the other in Year 3

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 PeriodBWELSCHD
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, BWEL + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BWEL
Annual income on $10K today (after 15% tax)
$255.79/yr
After 10yr DRIP, annual income (after tax)
$11,043.46/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, BWEL beats the other by $10,681.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BWEL: 50%SCHD: 50%
100% SCHD50/50100% BWEL
Portfolio after 10yr
$45.0K
Annual income
$6,709.12/yr
Blended yield
14.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BWEL 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 →
MetricBWELSCHD
Forward yield3.01%3.46%
Annual dividend / share$16.25$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR33.3%0%
Portfolio after 10y$60.9K$29.0K
Annual income after 10y$12,992.31$425.95
Total dividends collected$36.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBWEL PortfolioBWEL Income/yrSCHD PortfolioSCHD Income/yrGap
1$11,101$401.13$11,226$346.36$125.00SCHD
2$12,433$554.76$12,572$357.38$139.00SCHD
3← crossover$14,077$774.03$14,046$367.84+$31.00BWEL
4$16,155$1,091.81$15,660$377.73+$495.00BWEL
5$18,846$1,560.88$17,425$387.07+$1.4KBWEL
6$22,434$2,268.54$19,354$395.86+$3.1KBWEL
7$27,369$3,364.15$21,461$404.13+$5.9KBWEL
8$34,397$5,112.88$23,762$411.89+$10.6KBWEL
9$44,810$8,005.42$26,272$419.15+$18.5KBWEL
10$60,939$12,992.31$29,010$425.95+$31.9KBWEL

BWEL vs SCHD: Complete Analysis 2026

BWELStock

JG Boswell Company produces, processes, and markets pima cotton. It is also involved in processing tomatoes for paste and seed crops, as well as livestock operations in Central California. The company was founded in 1925 and is headquartered in Pasadena, California.

Full BWEL 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 BWEL vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

BWEL vs JEPIBWEL vs OBWEL vs KOBWEL vs MAINBWEL vs VYMBWEL vs DGROBWEL vs VIGBWEL 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.