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EPDIX vs SCHD: Dividend Comparison 2026

EPDIX yields 6.72% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPDIX wins by $2.2K in total portfolio value
10 years
EPDIX
EPDIX
● Live price
6.72%
Share price
$14.42
Annual div
$0.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.2K
Annual income
$1,029.54
Full EPDIX 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 — EPDIX vs SCHD

📍 EPDIX 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 PeriodEPDIXSCHD
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, EPDIX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EPDIX
Annual income on $10K today (after 15% tax)
$570.96/yr
After 10yr DRIP, annual income (after tax)
$875.11/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, EPDIX beats the other by $515.89/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EPDIX: 50%SCHD: 50%
100% SCHD50/50100% EPDIX
Portfolio after 10yr
$30.1K
Annual income
$726.07/yr
Blended yield
2.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EPDIX buys
0
SCHD buys
0
No recent congressional trades found for EPDIX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEPDIXSCHD
Forward yield6.72%3.44%
Annual dividend / share$0.97$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.2K$29.0K
Annual income after 10y$1,029.54$422.61
Total dividends collected$8.6K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEPDIX PortfolioEPDIX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,372$671.71$11,224$344.10+$148.00EPDIX
2$12,882$713.88$12,567$354.98+$315.00EPDIX
3$14,539$755.76$14,038$365.30+$501.00EPDIX
4$16,354$797.20$15,648$375.06+$706.00EPDIX
5$18,337$838.06$17,410$384.27+$927.00EPDIX
6$20,499$878.19$19,335$392.95+$1.2KEPDIX
7$22,851$917.50$21,437$401.10+$1.4KEPDIX
8$25,407$955.88$23,733$408.75+$1.7KEPDIX
9$28,178$993.25$26,237$415.91+$1.9KEPDIX
10$31,180$1,029.54$28,968$422.61+$2.2KEPDIX

EPDIX vs SCHD: Complete Analysis 2026

EPDIXStock

The investment seeks income and maximize growth of income with capital appreciation as a secondary objective. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of dividend paying companies located in Europe or the Pacific Rim. It will invest primarily in non-U.S. companies. The fund may invest in companies of all capitalizations but the advisor intends to invest a majority of the fund's assets in common stocks of mid-cap and large cap companies that the advisor considers to be value oriented and dividend paying companies.

Full EPDIX 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.