HomeCompareJDWNX vs SCHD

JDWNX vs SCHD: Dividend Comparison 2026

JDWNX yields 8.65% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JDWNX wins by $6.5K in total portfolio value
10 years
JDWNX
JDWNX
● Live price
8.65%
Share price
$114.99
Annual div
$9.95
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.5K
Annual income
$1,493.92
Full JDWNX 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 — JDWNX vs SCHD

📍 JDWNX 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 PeriodJDWNXSCHD
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, JDWNX + SCHD cover 0 of 12 monthsgood coverage

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

JDWNX
Annual income on $10K today (after 15% tax)
$735.38/yr
After 10yr DRIP, annual income (after tax)
$1,269.83/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, JDWNX beats the other by $910.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JDWNX: 50%SCHD: 50%
100% SCHD50/50100% JDWNX
Portfolio after 10yr
$32.2K
Annual income
$958.26/yr
Blended yield
2.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDWNX buys
0
SCHD buys
0
No recent congressional trades found for JDWNX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDWNXSCHD
Forward yield8.65%3.44%
Annual dividend / share$9.95$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.5K$29.0K
Annual income after 10y$1,493.92$422.61
Total dividends collected$11.8K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJDWNX PortfolioJDWNX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,565$865.16$11,224$344.10+$341.00JDWNX
2$13,310$935.11$12,567$354.98+$743.00JDWNX
3$15,247$1,005.77$14,038$365.30+$1.2KJDWNX
4$17,391$1,076.80$15,648$375.06+$1.7KJDWNX
5$19,757$1,147.87$17,410$384.27+$2.3KJDWNX
6$22,358$1,218.68$19,335$392.95+$3.0KJDWNX
7$25,212$1,288.94$21,437$401.10+$3.8KJDWNX
8$28,336$1,358.38$23,733$408.75+$4.6KJDWNX
9$31,746$1,426.78$26,237$415.91+$5.5KJDWNX
10$35,462$1,493.92$28,968$422.61+$6.5KJDWNX

JDWNX vs SCHD: Complete Analysis 2026

JDWNXStock

The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. It may invest in companies of any size located anywhere in the world, from larger, well-established companies to smaller, emerging growth companies. The fund typically invests at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States. The fund may have significant exposure to emerging markets.

Full JDWNX 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.