HomeCompareJBBB vs SCHD

JBBB vs SCHD: Dividend Comparison 2026

JBBB yields 7.43% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JBBB wins by $3.7K in total portfolio value
10 years
JBBB
JBBB
● Live price
7.43%
Share price
$46.85
Annual div
$3.48
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.7K
Annual income
$1,189.55
Full JBBB 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 — JBBB vs SCHD

📍 JBBB 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 PeriodJBBBSCHD
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, JBBB + SCHD cover 0 of 12 monthsgood coverage

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

JBBB
Annual income on $10K today (after 15% tax)
$631.32/yr
After 10yr DRIP, annual income (after tax)
$1,011.12/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, JBBB beats the other by $649.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JBBB: 50%SCHD: 50%
100% SCHD50/50100% JBBB
Portfolio after 10yr
$30.9K
Annual income
$807.74/yr
Blended yield
2.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JBBB 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 →
MetricJBBBSCHD
Forward yield7.43%3.46%
Annual dividend / share$3.48$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.7K$29.0K
Annual income after 10y$1,189.55$425.95
Total dividends collected$9.7K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJBBB PortfolioJBBB Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,443$742.73$11,226$346.36+$217.00JBBB
2$13,038$794.29$12,572$357.38+$466.00JBBB
3$14,796$845.82$14,046$367.84+$750.00JBBB
4$16,729$897.10$15,660$377.73+$1.1KJBBB
5$18,848$947.93$17,425$387.07+$1.4KJBBB
6$21,166$998.13$19,354$395.86+$1.8KJBBB
7$23,695$1,047.53$21,461$404.13+$2.2KJBBB
8$26,450$1,095.98$23,762$411.89+$2.7KJBBB
9$29,444$1,143.35$26,272$419.15+$3.2KJBBB
10$32,695$1,189.55$29,010$425.95+$3.7KJBBB

JBBB vs SCHD: Complete Analysis 2026

JBBBStock

The fund will not invest more than 15% of its net assets in CLOs rated below investment grade (BB+ or lower) at the time of purchase by the fund, or if unrated, determined to be of comparable credit quality by the Adviser. It will invest primarily in CLOs that are U.S. dollar denominated. The fund may invest in derivatives only to mitigate (hedge) risks associated with the fund’s existing portfolio of CLOs.

Full JBBB 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.