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CGXU vs SCHD: Dividend Comparison 2026

CGXU yields 5.27% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $683.00 in total portfolio value· pulled ahead in Year 2
10 years
CGXU
CGXU
● Live price
5.27%
Share price
$29.76
Annual div
$1.57
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.3K
Annual income
$737.87
Full CGXU calculator →
SCHD
Schwab U.S. Dividend Equity ETF
● Live price
3.44%
Share price
$30.68
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$422.61
Full SCHD calculator →

Portfolio growth — CGXU vs SCHD

📍 SCHD pulled ahead of the other in Year 2

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 PeriodCGXUSCHD
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, CGXU + SCHD cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

CGXU
Annual income on $10K today (after 15% tax)
$447.88/yr
After 10yr DRIP, annual income (after tax)
$627.19/yr
SCHD
Annual income on $10K today (after 15% tax)
$292.49/yr
After 10yr DRIP, annual income (after tax)
$359.22/yr
At 15% tax rate, CGXU beats the other by $267.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CGXU: 50%SCHD: 50%
100% SCHD50/50100% CGXU
Portfolio after 10yr
$28.6K
Annual income
$580.23/yr
Blended yield
2.03%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CGXU buys
0
SCHD buys
0
No recent congressional trades found for CGXU or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCGXUSCHD
Forward yield5.27% ✓3.44%
Annual dividend / share$1.57 ✓$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.3K$29.0K ✓
Annual income after 10y$737.87 ✓$422.61
Total dividends collected$6.4K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCGXU PortfolioCGXU Income/yrSCHD PortfolioSCHD Income/yrGap
1$11,227$526.91$11,224$344.10+$3.00 → CGXU
2← crossover$12,566$552.86$12,567$354.98$1.00 → SCHD
3$14,024$578.30$14,038$365.30$14.00 → SCHD
4$15,608$603.18$15,648$375.06$40.00 → SCHD
5$17,328$627.43$17,410$384.27$82.00 → SCHD
6$19,192$651.00$19,335$392.95$143.00 → SCHD
7$21,210$673.85$21,437$401.10$227.00 → SCHD
8$23,390$695.96$23,733$408.75$343.00 → SCHD
9$25,745$717.31$26,237$415.91$492.00 → SCHD
10$28,285$737.87$28,968$422.61$683.00 → SCHD

CGXU vs SCHD: Complete Analysis 2026

CGXU — Stock

The fund's investment objective is to provide long-term growth of capital.Distinguishing Characteristics Common stocks and cash and equivalents.The fund invests primarily in stocks of companies outside the U.S., including companies based in developing countries.

Full CGXU 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.