HomeCompareJACCX vs SCHD

JACCX vs SCHD: Dividend Comparison 2026

JACCX yields 22.49% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JACCX wins by $56.0K in total portfolio value
10 years
JACCX
JACCX
● Live price
22.49%
Share price
$30.98
Annual div
$6.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$85.0K
Annual income
$8,716.45
Full JACCX calculator →
SCHD
Schwab U.S. Dividend Equity ETF
● Live price
3.44%
Share price
$30.68
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$422.61
Full SCHD calculator →

Portfolio growth — JACCX vs SCHD

📍 JACCX 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 PeriodJACCXSCHD
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, JACCX + SCHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JACCX pays
SCHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

JACCX
Annual income on $10K today (after 15% tax)
$1,911.52/yr
After 10yr DRIP, annual income (after tax)
$7,408.98/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, JACCX beats the other by $7,049.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JACCX: 50%SCHD: 50%
100% SCHD50/50100% JACCX
Portfolio after 10yr
$57.0K
Annual income
$4,569.53/yr
Blended yield
8.02%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JACCX buys
0
SCHD buys
0
No recent congressional trades found for JACCX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJACCXSCHD
Forward yield22.49%3.44%
Annual dividend / share$6.97$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$85.0K$29.0K
Annual income after 10y$8,716.45$422.61
Total dividends collected$51.2K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJACCX PortfolioJACCX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$12,949$2,248.85$11,224$344.10+$1.7KJACCX
2$16,577$2,721.50$12,567$354.98+$4.0KJACCX
3$20,993$3,256.06$14,038$365.30+$7.0KJACCX
4$26,317$3,853.79$15,648$375.06+$10.7KJACCX
5$32,674$4,514.96$17,410$384.27+$15.3KJACCX
6$40,200$5,238.89$19,335$392.95+$20.9KJACCX
7$49,038$6,023.94$21,437$401.10+$27.6KJACCX
8$59,338$6,867.58$23,733$408.75+$35.6KJACCX
9$71,258$7,766.44$26,237$415.91+$45.0KJACCX
10$84,962$8,716.45$28,968$422.61+$56.0KJACCX

JACCX vs SCHD: Complete Analysis 2026

JACCXStock

The fund pursues its investment objective by normally investing primarily in a core group of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities, which may include investments in emerging markets. It is non-diversified.

Full JACCX 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.