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EGFIX vs SCHD: Dividend Comparison 2026

EGFIX yields 58.93% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EGFIX wins by $589.2K in total portfolio value
10 years
EGFIX
EGFIX
● Live price
58.93%
Share price
$26.52
Annual div
$15.63
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$618.2K
Annual income
$142,507.53
Full EGFIX 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 — EGFIX vs SCHD

📍 EGFIX 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 PeriodEGFIXSCHD
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%.
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Dividend Calendar Overlap

Combined, EGFIX + SCHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
EGFIX pays
SCHD pays
Both pay
Neither
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Tax Bracket Optimizer

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

EGFIX
Annual income on $10K today (after 15% tax)
$5,009.20/yr
After 10yr DRIP, annual income (after tax)
$121,131.40/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, EGFIX beats the other by $120,769.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EGFIX: 50%SCHD: 50%
100% SCHD50/50100% EGFIX
Portfolio after 10yr
$323.6K
Annual income
$71,466.74/yr
Blended yield
22.08%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EGFIX buys
1
SCHD buys
3
PoliticianChamberTickerTypeAmountDate
Virginia Foxx🏢 House$SCHD▼ Sell$50,001 - $100,0002023-03-08
Kurt Schrader🏢 House$EGFIX▲ Buy$1,001 - $15,0002022-11-08
Steve Cohen🏢 House$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 →
MetricEGFIXSCHD
Forward yield58.93%3.46%
Annual dividend / share$15.63$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$618.2K$29.0K
Annual income after 10y$142,507.53$425.95
Total dividends collected$510.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEGFIX PortfolioEGFIX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$16,593$5,893.17$11,226$346.36+$5.4KEGFIX
2$26,894$9,138.92$12,572$357.38+$14.3KEGFIX
3$42,619$13,843.03$14,046$367.84+$28.6KEGFIX
4$66,105$20,502.33$15,660$377.73+$50.4KEGFIX
5$100,452$29,719.93$17,425$387.07+$83.0KEGFIX
6$149,691$42,207.50$19,354$395.86+$130.3KEGFIX
7$218,952$58,781.85$21,461$404.13+$197.5KEGFIX
8$314,633$80,354.63$23,762$411.89+$290.9KEGFIX
9$444,572$107,915.31$26,272$419.15+$418.3KEGFIX
10$618,200$142,507.53$29,010$425.95+$589.2KEGFIX

EGFIX vs SCHD: Complete Analysis 2026

EGFIXStock

The fund primarily invests in a core group of 15-35 equity securities, including both common stocks and sponsored American Depositary Receipts ("ADRs"). Its investments are expected to have a bias toward larger capitalization issuers (those with market capitalizations in excess of $10 billion), but the fund may also invest in small-capitalization (between $100 million and $4 billion) and medium-capitalization (between $4 billion and $10 billion) companies. It is non-diversified.

Full EGFIX 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.