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JMOIX vs SCHD: Dividend Comparison 2026

JMOIX yields 6.05% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMOIX wins by $854.00 in total portfolio value
10 years
JMOIX
JMOIX
● Live price
6.05%
Share price
$13.13
Annual div
$0.79
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.8K
Annual income
$890.33
Full JMOIX 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 — JMOIX vs SCHD

📍 JMOIX 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 PeriodJMOIXSCHD
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, JMOIX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JMOIX
Annual income on $10K today (after 15% tax)
$514.56/yr
After 10yr DRIP, annual income (after tax)
$756.78/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, JMOIX beats the other by $397.56/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMOIX: 50%SCHD: 50%
100% SCHD50/50100% JMOIX
Portfolio after 10yr
$29.4K
Annual income
$656.47/yr
Blended yield
2.23%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMOIX buys
0
SCHD buys
0
No recent congressional trades found for JMOIX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMOIXSCHD
Forward yield6.05%3.44%
Annual dividend / share$0.79$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.8K$29.0K
Annual income after 10y$890.33$422.61
Total dividends collected$7.5K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJMOIX PortfolioJMOIX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,305$605.36$11,224$344.10+$81.00JMOIX
2$12,736$639.61$12,567$354.98+$169.00JMOIX
3$14,301$673.43$14,038$365.30+$263.00JMOIX
4$16,009$706.71$15,648$375.06+$361.00JMOIX
5$17,869$739.35$17,410$384.27+$459.00JMOIX
6$19,891$771.26$19,335$392.95+$556.00JMOIX
7$22,086$802.37$21,437$401.10+$649.00JMOIX
8$24,465$832.62$23,733$408.75+$732.00JMOIX
9$27,039$861.95$26,237$415.91+$802.00JMOIX
10$29,822$890.33$28,968$422.61+$854.00JMOIX

JMOIX vs SCHD: Complete Analysis 2026

JMOIXStock

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 JMOIX 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.