HomeCompareFHATX vs SCHD

FHATX vs SCHD: Dividend Comparison 2026

FHATX yields 3.07% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $4.7K in total portfolio value
10 years
FHATX
FHATX
● Live price
3.07%
Share price
$12.42
Annual div
$0.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$373.79
Full FHATX 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 — FHATX vs SCHD

📍 SCHD 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 PeriodFHATXSCHD
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, FHATX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FHATX
Annual income on $10K today (after 15% tax)
$260.75/yr
After 10yr DRIP, annual income (after tax)
$317.72/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 $44.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FHATX: 50%SCHD: 50%
100% SCHD50/50100% FHATX
Portfolio after 10yr
$26.7K
Annual income
$399.86/yr
Blended yield
1.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FHATX buys
0
SCHD buys
3
PoliticianChamberTickerTypeAmountDate
Virginia Foxx🏢 House$SCHD▼ Sell$50,001 - $100,0002023-03-08
Steve Cohen🏢 House$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 →
MetricFHATXSCHD
Forward yield3.07%3.46%
Annual dividend / share$0.38$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.3K$29.0K
Annual income after 10y$373.79$425.95
Total dividends collected$3.4K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFHATX PortfolioFHATX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,007$306.76$11,226$346.36$219.00SCHD
2$12,093$315.56$12,572$357.38$479.00SCHD
3$13,263$324.01$14,046$367.84$783.00SCHD
4$14,524$332.13$15,660$377.73$1.1KSCHD
5$15,880$339.90$17,425$387.07$1.5KSCHD
6$17,339$347.33$19,354$395.86$2.0KSCHD
7$18,908$354.43$21,461$404.13$2.6KSCHD
8$20,592$361.20$23,762$411.89$3.2KSCHD
9$22,401$367.65$26,272$419.15$3.9KSCHD
10$24,343$373.79$29,010$425.95$4.7KSCHD

FHATX vs SCHD: Complete Analysis 2026

FHATXStock

The investment seeks high total return until its target retirement date; thereafter the fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The fund invests primarily in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity® funds). The adviser allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom® Blend Income Fund, approximately 10 to 19 years after the year 2030.

Full FHATX 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.