HomeCompareDWGFX vs SCHD

DWGFX vs SCHD: Dividend Comparison 2026

DWGFX yields 2.04% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $6.3K in total portfolio value
10 years
DWGFX
DWGFX
● Live price
2.04%
Share price
$13.80
Annual div
$0.28
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$233.12
Full DWGFX 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 — DWGFX vs SCHD

📍 SCHD pulled ahead of the other in Year 1

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 PeriodDWGFXSCHD
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, DWGFX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

DWGFX
Annual income on $10K today (after 15% tax)
$173.63/yr
After 10yr DRIP, annual income (after tax)
$198.15/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, SCHD beats the other by $163.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DWGFX: 50%SCHD: 50%
100% SCHD50/50100% DWGFX
Portfolio after 10yr
$25.8K
Annual income
$329.53/yr
Blended yield
1.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DWGFX 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 →
MetricDWGFXSCHD
Forward yield2.04%3.46%
Annual dividend / share$0.28$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.7K$29.0K
Annual income after 10y$233.12$425.95
Total dividends collected$2.2K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDWGFX PortfolioDWGFX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$10,904$204.28$11,226$346.36$322.00SCHD
2$11,876$208.18$12,572$357.38$696.00SCHD
3$12,919$211.89$14,046$367.84$1.1KSCHD
4$14,039$215.42$15,660$377.73$1.6KSCHD
5$15,240$218.78$17,425$387.07$2.2KSCHD
6$16,529$221.97$19,354$395.86$2.8KSCHD
7$17,911$224.99$21,461$404.13$3.5KSCHD
8$19,393$227.85$23,762$411.89$4.4KSCHD
9$20,981$230.56$26,272$419.15$5.3KSCHD
10$22,682$233.12$29,010$425.95$6.3KSCHD

DWGFX vs SCHD: Complete Analysis 2026

DWGFXStock

The investment seeks long-term growth of capital while providing current income. Under normal market conditions, the fund will invest at least 80% of its assets in securities that are (1) issued by companies in developing countries; (2) principally traded in the securities markets of developing countries; (3) denominated in developing country currencies; or (4) issued by companies deemed to be suitable for investment by the fund because they have significant economic exposure to developing countries.

Full DWGFX 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 DWGFX vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

DWGFX vs JEPIDWGFX vs ODWGFX vs KODWGFX vs MAINDWGFX vs VYMDWGFX vs DGRODWGFX vs VIGDWGFX 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.