HomeCompareFKASX vs SCHD

FKASX vs SCHD: Dividend Comparison 2026

FKASX yields 23.27% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FKASX wins by $60.1K in total portfolio value
10 years
FKASX
FKASX
● Live price
23.27%
Share price
$39.06
Annual div
$9.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$89.1K
Annual income
$9,423.30
Full FKASX 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 — FKASX vs SCHD

📍 FKASX 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 PeriodFKASXSCHD
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, FKASX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FKASX
Annual income on $10K today (after 15% tax)
$1,978.20/yr
After 10yr DRIP, annual income (after tax)
$8,009.80/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, FKASX beats the other by $7,647.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FKASX: 50%SCHD: 50%
100% SCHD50/50100% FKASX
Portfolio after 10yr
$59.0K
Annual income
$4,924.62/yr
Blended yield
8.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FKASX buys
0
SCHD buys
0
No recent congressional trades found for FKASX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFKASXSCHD
Forward yield23.27%3.46%
Annual dividend / share$9.09$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$89.1K$29.0K
Annual income after 10y$9,423.30$425.95
Total dividends collected$54.6K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFKASX PortfolioFKASX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$13,027$2,327.30$11,226$346.36+$1.8KFKASX
2$16,773$2,833.49$12,572$357.38+$4.2KFKASX
3$21,356$3,409.47$14,046$367.84+$7.3KFKASX
4$26,908$4,057.19$15,660$377.73+$11.2KFKASX
5$33,570$4,777.54$17,425$387.07+$16.1KFKASX
6$41,490$5,570.29$19,354$395.86+$22.1KFKASX
7$50,828$6,434.12$21,461$404.13+$29.4KFKASX
8$61,753$7,366.63$23,762$411.89+$38.0KFKASX
9$74,440$8,364.45$26,272$419.15+$48.2KFKASX
10$89,074$9,423.30$29,010$425.95+$60.1KFKASX

FKASX vs SCHD: Complete Analysis 2026

FKASXStock

The fund invests primarily in the common stocks of small companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. It will normally invest at least 80% of its net assets (which include the amount of any borrowing for investment purposes) in small companies and will notify shareholders at least 60 days in advance of any change in its investment policies that would permit the fund to normally invest less than 80% of its net assets in investments in small companies.

Full FKASX 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.