Is HOOSX or SCHD a better dividend investment in 2026?

HOOSX currently yields 13.84% with a 5% 5-year dividend growth rate. SCHD yields 3.44% with 13.05% growth. The better choice depends on your goal: HOOSX offers higher current income.

What is the dividend yield difference between HOOSX and SCHD?

HOOSX has a forward dividend yield of 13.84% ($3.86/share annually). SCHD yields 3.44% ($1.06/share annually). The yield gap is 10.40 percentage points.

Home › Compare › HOOSX vs SCHD

HOOSX vs SCHD: Dividend Comparison 2026

HOOSX yields 13.84% · SCHD yields 3.44%● Live data

vsPost on X →

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

🏆 HOOSX wins by $20.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HOOSX

● Live price

13.84%

Share price

$27.88

Annual div

$3.86

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$49.7K

Annual income

$3,264.73

Full HOOSX calculator →

SCHD

Schwab U.S. Dividend Equity ETF

● Live price

3.44%

Share price

$30.68

Annual div

$1.06

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.0K

Annual income

$422.61

Full SCHD calculator →

Portfolio growth — HOOSX vs SCHD

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

HOOSX pays

SCHD pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

HOOSX

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

$1,176.39/yr

After 10yr DRIP, annual income (after tax)

$2,775.02/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, HOOSX beats the other by $2,415.80/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

HOOSX: 50%SCHD: 50%

100% SCHD50/50100% HOOSX

Portfolio after 10yr

$39.3K

Annual income

$1,843.67/yr

Blended yield

4.69%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HOOSX buys

SCHD buys

No recent congressional trades found for HOOSX or SCHD in the last 90 days.

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

MetricHOOSXSCHD

Forward yield	13.84% ✓	3.44%
Annual dividend / share	$3.86 ✓	$1.06
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$49.7K ✓	$29.0K
Annual income after 10y	$3,264.73 ✓	$422.61
Total dividends collected	$22.9K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	HOOSX Portfolio	HOOSX Income/yr	SCHD Portfolio	SCHD Income/yr	Gap
1← crossover	$12,084	$1,383.99	$11,224	$344.10	+$860.00 → HOOSX
2	$14,493	$1,563.00	$12,567	$354.98	+$1.9K → HOOSX
3	$17,259	$1,751.94	$14,038	$365.30	+$3.2K → HOOSX
4	$20,417	$1,949.87	$15,648	$375.06	+$4.8K → HOOSX
5	$24,002	$2,155.74	$17,410	$384.27	+$6.6K → HOOSX
6	$28,051	$2,368.46	$19,335	$392.95	+$8.7K → HOOSX
7	$32,601	$2,586.88	$21,437	$401.10	+$11.2K → HOOSX
8	$37,693	$2,809.84	$23,733	$408.75	+$14.0K → HOOSX
9	$43,368	$3,036.17	$26,237	$415.91	+$17.1K → HOOSX
10	$49,668	$3,264.73	$28,968	$422.61	+$20.7K → HOOSX

HOOSX vs SCHD: Complete Analysis 2026

HOOSX — Stock

The investment seeks capital appreciation. Under normal circumstances, the fund invests primarily in equity securities of small capitalization companies, although it may also invest in micro-capitalization, mid-capitalization and large-capitalization companies. It normally invests at least 80% of its assets in securities of small capitalization companies located in the United States. The fund may invest in common and preferred stocks, as well as in over-the-counter securities.

Full HOOSX 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 HOOSX vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

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