HomeCompareDLSNX vs SCHD

DLSNX vs SCHD: Dividend Comparison 2026

DLSNX yields 4.34% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $2.4K in total portfolio value
10 years
DLSNX
DLSNX
● Live price
4.34%
Share price
$9.60
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.6K
Annual income
$573.38
Full DLSNX 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 — DLSNX vs SCHD

📍 SCHD 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 PeriodDLSNXSCHD
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, DLSNX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

DLSNX
Annual income on $10K today (after 15% tax)
$368.96/yr
After 10yr DRIP, annual income (after tax)
$487.37/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, DLSNX beats the other by $128.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DLSNX: 50%SCHD: 50%
100% SCHD50/50100% DLSNX
Portfolio after 10yr
$27.8K
Annual income
$497.99/yr
Blended yield
1.79%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DLSNX buys
0
SCHD buys
0
No recent congressional trades found for DLSNX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDLSNXSCHD
Forward yield4.34%3.44%
Annual dividend / share$0.42$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.6K$29.0K
Annual income after 10y$573.38$422.61
Total dividends collected$5.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDLSNX PortfolioDLSNX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,134$434.07$11,224$344.10$90.00SCHD
2$12,365$451.68$12,567$354.98$202.00SCHD
3$13,700$468.81$14,038$365.30$338.00SCHD
4$15,144$485.42$15,648$375.06$504.00SCHD
5$16,705$501.49$17,410$384.27$705.00SCHD
6$18,392$517.01$19,335$392.95$943.00SCHD
7$20,211$531.97$21,437$401.10$1.2KSCHD
8$22,172$546.35$23,733$408.75$1.6KSCHD
9$24,285$560.15$26,237$415.91$2.0KSCHD
10$26,558$573.38$28,968$422.61$2.4KSCHD

DLSNX vs SCHD: Complete Analysis 2026

DLSNXStock

Under normal circumstances, the advisor intends to invest primarily in fixed income and other income-producing instruments rated investment grade and unrated securities considered by the Adviser to be of comparable credit quality. The advisor intends to invest at least 80% of the fund's net assets (plus the amount of borrowings for investment purposes) in bonds. The fund may, however, invest up to 50% of its total assets in fixed income and other income-producing instruments rated below investment grade and those that are unrated but determined by the Adviser to be of comparable credit quality.

Full DLSNX 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.