HomeCompareFPSVX vs SCHD

FPSVX vs SCHD: Dividend Comparison 2026

FPSVX yields 8.11% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FPSVX wins by $5.2K in total portfolio value
10 years
FPSVX
FPSVX
● Live price
8.11%
Share price
$24.67
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$1,354.31
Full FPSVX 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 — FPSVX vs SCHD

📍 FPSVX 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 PeriodFPSVXSCHD
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, FPSVX + SCHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FPSVX pays
SCHD pays
Both pay
Neither
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Tax Bracket Optimizer

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

FPSVX
Annual income on $10K today (after 15% tax)
$689.23/yr
After 10yr DRIP, annual income (after tax)
$1,151.16/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, FPSVX beats the other by $789.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FPSVX: 50%SCHD: 50%
100% SCHD50/50100% FPSVX
Portfolio after 10yr
$31.6K
Annual income
$890.12/yr
Blended yield
2.82%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FPSVX buys
0
SCHD buys
0
No recent congressional trades found for FPSVX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFPSVXSCHD
Forward yield8.11%3.46%
Annual dividend / share$2.00$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.2K$29.0K
Annual income after 10y$1,354.31$425.95
Total dividends collected$10.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFPSVX PortfolioFPSVX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,511$810.86$11,226$346.36+$285.00FPSVX
2$13,189$872.31$12,572$357.38+$617.00FPSVX
3$15,046$934.09$14,046$367.84+$1.0KFPSVX
4$17,095$995.91$15,660$377.73+$1.4KFPSVX
5$19,350$1,057.52$17,425$387.07+$1.9KFPSVX
6$21,823$1,118.66$19,354$395.86+$2.5KFPSVX
7$24,529$1,179.10$21,461$404.13+$3.1KFPSVX
8$27,485$1,238.64$23,762$411.89+$3.7KFPSVX
9$30,706$1,297.10$26,272$419.15+$4.4KFPSVX
10$34,210$1,354.31$29,010$425.95+$5.2KFPSVX

FPSVX vs SCHD: Complete Analysis 2026

FPSVXStock

The investment seeks long-term total investment return through capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in shares of common stock of small-capitalization companies, consistent with companies within the Russell 2000® Value Index. It will typically invest in 100 to 120 companies with initial weightings between 0.25% to 1.00% of the fund's total assets in order to have broad industry representation and reduce individual security risk within the fund.

Full FPSVX 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.