HomeCompareJANIX vs SCHD

JANIX vs SCHD: Dividend Comparison 2026

JANIX yields 11.83% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $5.2K in total portfolio value· pulled ahead in Year 4
10 years
JANIX
JANIX
● Live price
11.83%
Share price
$25.04
Annual div
$2.96
5Y div CAGR
-33.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.8K
Annual income
$25.71
Full JANIX 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 — JANIX vs SCHD

📍 SCHD pulled ahead of the other in Year 4

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 PeriodJANIXSCHD
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%.
📅

Dividend Calendar Overlap

Combined, JANIX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JANIX
Annual income on $10K today (after 15% tax)
$1,005.97/yr
After 10yr DRIP, annual income (after tax)
$21.85/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 $340.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JANIX: 50%SCHD: 50%
100% SCHD50/50100% JANIX
Portfolio after 10yr
$26.4K
Annual income
$225.82/yr
Blended yield
0.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JANIX buys
0
SCHD buys
0
No recent congressional trades found for JANIX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJANIXSCHD
Forward yield11.83%3.46%
Annual dividend / share$2.96$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-33.1%0%
Portfolio after 10y$23.8K$29.0K
Annual income after 10y$25.71$425.95
Total dividends collected$2.6K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJANIX PortfolioJANIX Income/yrSCHD PortfolioSCHD Income/yrGap
1$11,492$791.76$11,226$346.36+$266.00JANIX
2$12,865$568.88$12,572$357.38+$293.00JANIX
3$14,164$398.19$14,046$367.84+$118.00JANIX
4← crossover$15,429$274.09$15,660$377.73$231.00SCHD
5$16,696$186.68$17,425$387.07$729.00SCHD
6$17,991$126.30$19,354$395.86$1.4KSCHD
7$19,336$85.09$21,461$404.13$2.1KSCHD
8$20,746$57.18$23,762$411.89$3.0KSCHD
9$22,237$38.36$26,272$419.15$4.0KSCHD
10$23,819$25.71$29,010$425.95$5.2KSCHD

JANIX vs SCHD: Complete Analysis 2026

JANIXStock

The investment seeks long-term growth of capital. The fund pursues its investment objective by investing at least 50% of its equity assets in small- and medium-sized companies. It may also invest in larger companies with strong growth potential. Small- and medium-sized companies are defined by the portfolio managers as those companies whose market capitalization falls within the range of companies in the Russell 2500® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JANIX 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.