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JASCX vs SCHD: Dividend Comparison 2026

JASCX yields 3.25% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $4.3K in total portfolio value
10 years
JASCX
JASCX
● Live price
3.25%
Share price
$43.74
Annual div
$1.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$400.34
Full JASCX 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 — JASCX 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 PeriodJASCXSCHD
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, JASCX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JASCX
Annual income on $10K today (after 15% tax)
$276.08/yr
After 10yr DRIP, annual income (after tax)
$340.29/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, SCHD beats the other by $18.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JASCX: 50%SCHD: 50%
100% SCHD50/50100% JASCX
Portfolio after 10yr
$26.8K
Annual income
$411.47/yr
Blended yield
1.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JASCX buys
0
SCHD buys
0
No recent congressional trades found for JASCX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJASCXSCHD
Forward yield3.25%3.44%
Annual dividend / share$1.42$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.6K$29.0K
Annual income after 10y$400.34$422.61
Total dividends collected$3.6K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJASCX PortfolioJASCX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,025$324.81$11,224$344.10$199.00SCHD
2$12,131$334.67$12,567$354.98$436.00SCHD
3$13,325$344.16$14,038$365.30$713.00SCHD
4$14,611$353.28$15,648$375.06$1.0KSCHD
5$15,995$362.04$17,410$384.27$1.4KSCHD
6$17,485$370.42$19,335$392.95$1.9KSCHD
7$19,088$378.44$21,437$401.10$2.3KSCHD
8$20,810$386.09$23,733$408.75$2.9KSCHD
9$22,660$393.39$26,237$415.91$3.6KSCHD
10$24,647$400.34$28,968$422.61$4.3KSCHD

JASCX vs SCHD: Complete Analysis 2026

JASCXStock

The fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued. Equity securities that the fund will principally invest in are common stocks, preferred stocks and exchange traded funds ("ETFs") that invest primarily in equity securities. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of borrowing for investment purposes, if any) in equity securities of small capitalization companies.

Full JASCX 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.