HomeCompareIIGD vs SCHD

IIGD vs SCHD: Dividend Comparison 2026

IIGD yields 4.28% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $2.6K in total portfolio value
10 years
IIGD
IIGD
● Live price
4.28%
Share price
$24.59
Annual div
$1.05
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$563.74
Full IIGD 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 — IIGD 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 PeriodIIGDSCHD
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, IIGD + SCHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
IIGD 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.

IIGD
Annual income on $10K today (after 15% tax)
$364.08/yr
After 10yr DRIP, annual income (after tax)
$479.18/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, IIGD beats the other by $117.12/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

IIGD: 50%SCHD: 50%
100% SCHD50/50100% IIGD
Portfolio after 10yr
$27.7K
Annual income
$494.84/yr
Blended yield
1.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IIGD buys
0
SCHD buys
0
No recent congressional trades found for IIGD or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIIGDSCHD
Forward yield4.28%3.46%
Annual dividend / share$1.05$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.5K$29.0K
Annual income after 10y$563.74$425.95
Total dividends collected$5.0K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIIGD PortfolioIIGD Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,128$428.33$11,226$346.36$98.00SCHD
2$12,353$445.47$12,572$357.38$219.00SCHD
3$13,680$462.14$14,046$367.84$366.00SCHD
4$15,115$478.30$15,660$377.73$545.00SCHD
5$16,668$493.93$17,425$387.07$757.00SCHD
6$18,343$509.01$19,354$395.86$1.0KSCHD
7$20,151$523.54$21,461$404.13$1.3KSCHD
8$22,099$537.51$23,762$411.89$1.7KSCHD
9$24,197$550.91$26,272$419.15$2.1KSCHD
10$26,454$563.74$29,010$425.95$2.6KSCHD

IIGD vs SCHD: Complete Analysis 2026

IIGDStock

The Invesco Investment Grade Defensive ETF (Fund) is based on the Invesco Investment Grade Defensive Index (Index). The Fund generally will invest at least 80% of its total assets in securities that comprise the Index, which is designed to provide exposure to U.S. investment grade bonds with relatively higher-quality characteristics, including higher credit ratings and shorter maturities. All eligible bonds are assigned a quality score, which is calculated based on the bond’s maturity and credit rating. The Fund does not purchase all the securities in the Index; instead, it utilizes a “sampling” methodology to seek to achieve its investment objective. The Fund and the index are rebalanced monthly.

Full IIGD 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.