Is FPEI or SCHD a better dividend investment in 2026?

FPEI currently yields 5.80% with a 5% 5-year dividend growth rate. SCHD yields 3.46% with 13.05% growth. The better choice depends on your goal: FPEI offers higher current income.

What is the dividend yield difference between FPEI and SCHD?

FPEI has a forward dividend yield of 5.80% ($1.10/share annually). SCHD yields 3.46% ($1.06/share annually). The yield gap is 2.34 percentage points.

Home › Compare › FPEI vs SCHD

FPEI vs SCHD: Dividend Comparison 2026

FPEI yields 5.80% · SCHD yields 3.46%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 FPEI wins by $310.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

FPEI

● Live price

5.80%

Share price

$18.89

Annual div

$1.10

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.3K

Annual income

$839.92

Full FPEI calculator →

SCHD

Schwab U.S. Dividend Equity ETF

● Live price

3.46%

Share price

$30.48

Annual div

$1.06

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.0K

Annual income

$425.95

Full SCHD calculator →

Portfolio growth — FPEI vs SCHD

📍 FPEI 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 Period	FPEI	SCHD
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, FPEI + SCHD cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

FPEI pays

SCHD pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

FPEI

Annual income on $10K today (after 15% tax)

$493.12/yr

After 10yr DRIP, annual income (after tax)

$713.93/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, FPEI beats the other by $351.87/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

FPEI: 50%SCHD: 50%

100% SCHD50/50100% FPEI

Portfolio after 10yr

$29.2K

Annual income

$632.93/yr

Blended yield

2.17%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FPEI buys

SCHD buys

Politician	Chamber	Ticker	Type	Amount	Date
Virginia Foxx	🏢 House	$SCHD	▼ Sell	$50,001 - $100,000	2023-03-08
Steve Cohen	🏢 House	$SCHD	▲ Buy	$50,001 - $100,000	2022-07-29
Steve Cohen	🏢 House	$FPEI	▲ Buy	$50,001 - $100,000	2021-11-18
Hakeem S. Jeffries	🏢 House	$SCHD	▲ Buy	$15,001 - $50,000	2021-04-12
Mikie Sherrill	🏢 House	$SCHD	▲ Buy	$100,001 - $250,000	2020-02-21

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricFPEISCHD

Forward yield	5.80% ✓	3.46%
Annual dividend / share	$1.10 ✓	$1.06
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$29.3K ✓	$29.0K
Annual income after 10y	$839.92 ✓	$425.95
Total dividends collected	$7.1K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	FPEI Portfolio	FPEI Income/yr	SCHD Portfolio	SCHD Income/yr	Gap
1← crossover	$11,280	$580.14	$11,226	$346.36	+$54.00 → FPEI
2	$12,681	$611.60	$12,572	$357.38	+$109.00 → FPEI
3	$14,212	$642.59	$14,046	$367.84	+$166.00 → FPEI
4	$15,879	$673.02	$15,660	$377.73	+$219.00 → FPEI
5	$17,694	$702.81	$17,425	$387.07	+$269.00 → FPEI
6	$19,664	$731.88	$19,354	$395.86	+$310.00 → FPEI
7	$21,801	$760.17	$21,461	$404.13	+$340.00 → FPEI
8	$24,115	$787.63	$23,762	$411.89	+$353.00 → FPEI
9	$26,617	$814.23	$26,272	$419.15	+$345.00 → FPEI
10	$29,320	$839.92	$29,010	$425.95	+$310.00 → FPEI

FPEI vs SCHD: Complete Analysis 2026

FPEI — Stock

The First Trust Institutional Preferred Securities and Income ETF is an actively managed exchange-traded fund. The fund's investment objective is to seek total return and to provide current income. Under normal market conditions, the Fund invests at least 80% of its net assets (including investment borrowings) in institutional preferred securities and income-producing debt securities.

Full FPEI Calculator →

SCHD — ETF

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 FPEI vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FPEI vs JEPI FPEI vs O FPEI vs KO FPEI vs MAIN FPEI vs VYM FPEI vs DGRO FPEI vs VIG FPEI 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.