HomeCompareJMOAX vs SCHD

JMOAX vs SCHD: Dividend Comparison 2026

JMOAX yields 6.00% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMOAX wins by $741.00 in total portfolio value
10 years
JMOAX
JMOAX
● Live price
6.00%
Share price
$12.78
Annual div
$0.77
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.7K
Annual income
$878.89
Full JMOAX 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 — JMOAX vs SCHD

📍 JMOAX 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 PeriodJMOAXSCHD
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, JMOAX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JMOAX
Annual income on $10K today (after 15% tax)
$509.74/yr
After 10yr DRIP, annual income (after tax)
$747.06/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, JMOAX beats the other by $387.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMOAX: 50%SCHD: 50%
100% SCHD50/50100% JMOAX
Portfolio after 10yr
$29.3K
Annual income
$650.74/yr
Blended yield
2.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMOAX buys
0
SCHD buys
0
No recent congressional trades found for JMOAX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMOAXSCHD
Forward yield6.00%3.44%
Annual dividend / share$0.77$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.7K$29.0K
Annual income after 10y$878.89$422.61
Total dividends collected$7.4K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJMOAX PortfolioJMOAX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,300$599.69$11,224$344.10+$76.00JMOAX
2$12,724$633.31$12,567$354.98+$157.00JMOAX
3$14,281$666.48$14,038$365.30+$243.00JMOAX
4$15,980$699.10$15,648$375.06+$332.00JMOAX
5$17,830$731.09$17,410$384.27+$420.00JMOAX
6$19,840$762.35$19,335$392.95+$505.00JMOAX
7$22,022$792.81$21,437$401.10+$585.00JMOAX
8$24,386$822.42$23,733$408.75+$653.00JMOAX
9$26,944$851.12$26,237$415.91+$707.00JMOAX
10$29,709$878.89$28,968$422.61+$741.00JMOAX

JMOAX vs SCHD: Complete Analysis 2026

JMOAXStock

The fund invests in other Janus Henderson mutual funds and ETFs that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. It will have approximately 40% to 65% of its net assets allocated to non-U.S. investments. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund’s investments that normally provides exposure to equity investments, fixed-income securities, money market instruments and, if available, alternative investments.

Full JMOAX 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.