HomeCompareIVOYX vs SCHD

IVOYX vs SCHD: Dividend Comparison 2026

IVOYX yields 15.07% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IVOYX wins by $24.7K in total portfolio value
10 years
IVOYX
IVOYX
● Live price
15.07%
Share price
$16.82
Annual div
$2.54
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$53.7K
Annual income
$3,822.76
Full IVOYX 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 — IVOYX vs SCHD

📍 IVOYX 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 PeriodIVOYXSCHD
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, IVOYX + SCHD cover 0 of 12 monthsgood coverage

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

IVOYX
Annual income on $10K today (after 15% tax)
$1,281.14/yr
After 10yr DRIP, annual income (after tax)
$3,249.35/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, IVOYX beats the other by $2,887.29/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVOYX: 50%SCHD: 50%
100% SCHD50/50100% IVOYX
Portfolio after 10yr
$41.4K
Annual income
$2,124.35/yr
Blended yield
5.14%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVOYX buys
0
SCHD buys
3
PoliticianChamberTickerTypeAmountDate
Virginia Foxx🏢 House$SCHD▼ Sell$50,001 - $100,0002023-03-08
Steve Cohen🏢 House$SCHD▲ Buy$50,001 - $100,0002022-07-29
Hakeem S. Jeffries🏢 House$SCHD▲ Buy$15,001 - $50,0002021-04-12
Mikie Sherrill🏢 House$SCHD▲ Buy$100,001 - $250,0002020-02-21
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVOYXSCHD
Forward yield15.07%3.46%
Annual dividend / share$2.54$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$53.7K$29.0K
Annual income after 10y$3,822.76$425.95
Total dividends collected$26.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIVOYX PortfolioIVOYX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$12,207$1,507.22$11,226$346.36+$981.00IVOYX
2$14,781$1,719.53$12,572$357.38+$2.2KIVOYX
3$17,762$1,945.91$14,046$367.84+$3.7KIVOYX
4$21,191$2,185.32$15,660$377.73+$5.5KIVOYX
5$25,110$2,436.60$17,425$387.07+$7.7KIVOYX
6$29,567$2,698.44$19,354$395.86+$10.2KIVOYX
7$34,606$2,969.45$21,461$404.13+$13.1KIVOYX
8$40,276$3,248.17$23,762$411.89+$16.5KIVOYX
9$46,629$3,533.11$26,272$419.15+$20.4KIVOYX
10$53,716$3,822.76$29,010$425.95+$24.7KIVOYX

IVOYX vs SCHD: Complete Analysis 2026

IVOYXStock

The fund seeks to achieve its objective by investing primarily in a diversified portfolio of income-producing common stocks of mid-capitalization companies that the manager believes demonstrate favorable prospects for total return. It invests at least 80% of its net assets in the securities of mid-capitalization companies which for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Index over the last 13 months at the time of acquisition.

Full IVOYX 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.