HomeCompareJADGX vs SCHD

JADGX vs SCHD: Dividend Comparison 2026

JADGX yields 15.83% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JADGX wins by $27.3K in total portfolio value
10 years
JADGX
JADGX
● Live price
15.83%
Share price
$66.56
Annual div
$10.53
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$56.3K
Annual income
$4,195.13
Full JADGX 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 — JADGX vs SCHD

📍 JADGX 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 PeriodJADGXSCHD
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, JADGX + SCHD cover 0 of 12 monthsgood coverage

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

JADGX
Annual income on $10K today (after 15% tax)
$1,345.28/yr
After 10yr DRIP, annual income (after tax)
$3,565.86/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, JADGX beats the other by $3,203.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JADGX: 50%SCHD: 50%
100% SCHD50/50100% JADGX
Portfolio after 10yr
$42.7K
Annual income
$2,310.54/yr
Blended yield
5.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JADGX buys
0
SCHD buys
0
No recent congressional trades found for JADGX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJADGXSCHD
Forward yield15.83%3.46%
Annual dividend / share$10.53$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$56.3K$29.0K
Annual income after 10y$4,195.13$425.95
Total dividends collected$28.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJADGX PortfolioJADGX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$12,283$1,582.68$11,226$346.36+$1.1KJADGX
2$14,959$1,816.79$12,572$357.38+$2.4KJADGX
3$18,074$2,067.94$14,046$367.84+$4.0KJADGX
4$21,675$2,335.10$15,660$377.73+$6.0KJADGX
5$25,809$2,617.05$17,425$387.07+$8.4KJADGX
6$30,528$2,912.36$19,354$395.86+$11.2KJADGX
7$35,884$3,219.50$21,461$404.13+$14.4KJADGX
8$41,933$3,536.82$23,762$411.89+$18.2KJADGX
9$48,731$3,862.61$26,272$419.15+$22.5KJADGX
10$56,337$4,195.13$29,010$425.95+$27.3KJADGX

JADGX vs SCHD: Complete Analysis 2026

JADGXStock

The fund pursues its investment objective by normally investing in dividend-paying common stocks with strong growth potential. It may also invest in foreign securities. The portfolio manager applies a “bottom up” approach in choosing investments. In other words, the portfolio manager looks at companies one at a time to determine if a company is an attractive investment opportunity and if it is consistent with the fund’s investment policies.

Full JADGX 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.