HomeCompareFDEQX vs SCHD

FDEQX vs SCHD: Dividend Comparison 2026

FDEQX yields 8.89% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FDEQX wins by $7.1K in total portfolio value
10 years
FDEQX
FDEQX
● Live price
8.89%
Share price
$65.62
Annual div
$5.83
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.0K
Annual income
$1,557.80
Full FDEQX 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 — FDEQX vs SCHD

📍 FDEQX 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 PeriodFDEQXSCHD
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, FDEQX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FDEQX
Annual income on $10K today (after 15% tax)
$755.70/yr
After 10yr DRIP, annual income (after tax)
$1,324.13/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, FDEQX beats the other by $964.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FDEQX: 50%SCHD: 50%
100% SCHD50/50100% FDEQX
Portfolio after 10yr
$32.5K
Annual income
$990.20/yr
Blended yield
3.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FDEQX buys
0
SCHD buys
0
No recent congressional trades found for FDEQX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFDEQXSCHD
Forward yield8.89%3.44%
Annual dividend / share$5.83$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.0K$29.0K
Annual income after 10y$1,557.80$422.61
Total dividends collected$12.3K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFDEQX PortfolioFDEQX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,589$889.06$11,224$344.10+$365.00FDEQX
2$13,363$962.93$12,567$354.98+$796.00FDEQX
3$15,336$1,037.70$14,038$365.30+$1.3KFDEQX
4$17,523$1,113.01$15,648$375.06+$1.9KFDEQX
5$19,938$1,188.51$17,410$384.27+$2.5KFDEQX
6$22,598$1,263.84$19,335$392.95+$3.3KFDEQX
7$25,518$1,338.72$21,437$401.10+$4.1KFDEQX
8$28,717$1,412.84$23,733$408.75+$5.0KFDEQX
9$32,213$1,485.94$26,237$415.91+$6.0KFDEQX
10$36,026$1,557.80$28,968$422.61+$7.1KFDEQX

FDEQX vs SCHD: Complete Analysis 2026

FDEQXStock

The investment seeks capital growth. The fund invests at least 80% of assets in equity securities. It invests primarily in common stocks. The fund seeks to reduce the impact of industry weightings on the performance of the fund by considering each industry's weighting in the S&P 500® Index when allocating the fund's investments across industries. It invests in domestic and foreign issuers. The fund uses quantitative analysis to evaluate growth potential, valuation, liquidity, and investment risk, along with fundamental analysis of factors such as each issuer's financial condition, its industry position, and market and economic conditions to select investments.

Full FDEQX 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.