HomeCompareESMAX vs SCHD

ESMAX vs SCHD: Dividend Comparison 2026

ESMAX yields 36.55% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ESMAX wins by $162.7K in total portfolio value
10 years
ESMAX
ESMAX
● Live price
36.55%
Share price
$12.03
Annual div
$4.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$191.7K
Annual income
$30,039.52
Full ESMAX 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 — ESMAX vs SCHD

📍 ESMAX 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 PeriodESMAXSCHD
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, ESMAX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

ESMAX
Annual income on $10K today (after 15% tax)
$3,106.35/yr
After 10yr DRIP, annual income (after tax)
$25,533.59/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, ESMAX beats the other by $25,171.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ESMAX: 50%SCHD: 50%
100% SCHD50/50100% ESMAX
Portfolio after 10yr
$110.4K
Annual income
$15,232.73/yr
Blended yield
13.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ESMAX buys
0
SCHD buys
0
No recent congressional trades found for ESMAX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricESMAXSCHD
Forward yield36.55%3.46%
Annual dividend / share$4.40$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$191.7K$29.0K
Annual income after 10y$30,039.52$425.95
Total dividends collected$140.3K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearESMAX PortfolioESMAX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$14,355$3,654.53$11,226$346.36+$3.1KESMAX
2$20,262$4,902.72$12,572$357.38+$7.7KESMAX
3$28,148$6,467.67$14,046$367.84+$14.1KESMAX
4$38,516$8,397.09$15,660$377.73+$22.9KESMAX
5$51,950$10,738.22$17,425$387.07+$34.5KESMAX
6$69,123$13,536.21$19,354$395.86+$49.8KESMAX
7$90,794$16,832.50$21,461$404.13+$69.3KESMAX
8$117,813$20,663.34$23,762$411.89+$94.1KESMAX
9$151,118$25,058.37$26,272$419.15+$124.8KESMAX
10$191,736$30,039.52$29,010$425.95+$162.7KESMAX

ESMAX vs SCHD: Complete Analysis 2026

ESMAXStock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small-capitalization European issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. The fund's manager considers an issuer to be a small-capitalization issuer if it has a market capitalization, at the time of purchase, no larger than the largest capitalized issuer included in the Russell 2000® Index. The fund invests primarily in equity securities and depositary receipts.

Full ESMAX 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 ESMAX vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

ESMAX vs JEPIESMAX vs OESMAX vs KOESMAX vs MAINESMAX vs VYMESMAX vs DGROESMAX vs VIGESMAX 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.