HomeCompareJAGAX vs SCHD

JAGAX vs SCHD: Dividend Comparison 2026

JAGAX yields 2.10% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $6.2K in total portfolio value
10 years
JAGAX
JAGAX
● Live price
2.10%
Share price
$9.95
Annual div
$0.21
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.8K
Annual income
$240.94
Full JAGAX 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 — JAGAX 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 PeriodJAGAXSCHD
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, JAGAX + SCHD cover 0 of 12 monthsgood coverage

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

JAGAX
Annual income on $10K today (after 15% tax)
$178.76/yr
After 10yr DRIP, annual income (after tax)
$204.80/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, SCHD beats the other by $157.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAGAX: 50%SCHD: 50%
100% SCHD50/50100% JAGAX
Portfolio after 10yr
$25.9K
Annual income
$333.44/yr
Blended yield
1.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAGAX 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 →
MetricJAGAXSCHD
Forward yield2.10%3.46%
Annual dividend / share$0.21$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.8K$29.0K
Annual income after 10y$240.94$425.95
Total dividends collected$2.3K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJAGAX PortfolioJAGAX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$10,910$210.31$11,226$346.36$316.00SCHD
2$11,888$214.45$12,572$357.38$684.00SCHD
3$12,939$218.38$14,046$367.84$1.1KSCHD
4$14,067$222.13$15,660$377.73$1.6KSCHD
5$15,277$225.70$17,425$387.07$2.1KSCHD
6$16,576$229.08$19,354$395.86$2.8KSCHD
7$17,968$232.29$21,461$404.13$3.5KSCHD
8$19,462$235.33$23,762$411.89$4.3KSCHD
9$21,062$238.22$26,272$419.15$5.2KSCHD
10$22,777$240.94$29,010$425.95$6.2KSCHD

JAGAX vs SCHD: Complete Analysis 2026

JAGAXStock

The fund seeks to achieve its investment objective by allocating its assets across a portfolio of global equity, global fixed-income, and, at times, commodity-linked investments. It may invest in emerging markets, but will normally limit such investments to 30% of its net assets, measured at the time of purchase. Due to the nature of the securities in which the fund invests, it may have relatively high portfolio turnover compared to other funds.

Full JAGAX 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.