HomeCompareEDI vs SCHD

EDI vs SCHD: Dividend Comparison 2026

EDI yields 16.73% · 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· pulled ahead in Year 3
10 years
EDI
EDI
● Live price
16.73%
Share price
$5.02
Annual div
$0.84
5Y div CAGR
-49.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$1.96
Full EDI 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 — EDI vs SCHD

📍 SCHD 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 PeriodEDISCHD
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, EDI + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EDI
Annual income on $10K today (after 15% tax)
$1,422.31/yr
After 10yr DRIP, annual income (after tax)
$1.67/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 $360.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EDI: 50%SCHD: 50%
100% SCHD50/50100% EDI
Portfolio after 10yr
$25.9K
Annual income
$213.95/yr
Blended yield
0.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EDI buys
0
SCHD buys
0
No recent congressional trades found for EDI or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEDISCHD
Forward yield16.73%3.46%
Annual dividend / share$0.84$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-49.8%0%
Portfolio after 10y$22.7K$29.0K
Annual income after 10y$1.96$425.95
Total dividends collected$1.8K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEDI PortfolioEDI Income/yrSCHD PortfolioSCHD Income/yrGap
1$11,540$840.00$11,226$346.36+$314.00EDI
2$12,803$454.78$12,572$357.38+$231.00EDI
3← crossover$13,935$236.71$14,046$367.84$111.00SCHD
4$15,032$120.88$15,660$377.73$628.00SCHD
5$16,145$61.17$17,425$387.07$1.3KSCHD
6$17,306$30.83$19,354$395.86$2.0KSCHD
7$18,533$15.50$21,461$404.13$2.9KSCHD
8$19,838$7.79$23,762$411.89$3.9KSCHD
9$21,231$3.91$26,272$419.15$5.0KSCHD
10$22,719$1.96$29,010$425.95$6.3KSCHD

EDI vs SCHD: Complete Analysis 2026

EDIStock

Virtus Stone Harbor Emerging Markets Total Income Fund is a closed ended balanced mutual fund launched and managed by Stone Harbor Investment Partners LP. The fund invests in public equity and fixed income securities of emerging countries across the globe. Virtus Stone Harbor Emerging Markets Total Income Fund was formed on October 25, 2012 and is domiciled in the United States.

Full EDI 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 EDI vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

EDI vs JEPIEDI vs OEDI vs KOEDI vs MAINEDI vs VYMEDI vs DGROEDI vs VIGEDI 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.