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JPI vs SCHD: Dividend Comparison 2026

JPI yields 7.22% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $6.3K in total portfolio value
10 years
JPI
JPI
● Live price
7.22%
Share price
$20.68
Annual div
$1.49
5Y div CAGR
-27.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.8K
Annual income
$32.56
Full JPI 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 — JPI 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 PeriodJPISCHD
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%.
📅

Dividend Calendar Overlap

Combined, JPI + SCHD cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

JPI
Annual income on $10K today (after 15% tax)
$614.07/yr
After 10yr DRIP, annual income (after tax)
$27.68/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, SCHD beats the other by $334.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JPI: 50%SCHD: 50%
100% SCHD50/50100% JPI
Portfolio after 10yr
$25.9K
Annual income
$229.25/yr
Blended yield
0.89%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPI buys
0
SCHD buys
0
No recent congressional trades found for JPI or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPISCHD
Forward yield7.22% ✓3.46%
Annual dividend / share$1.49 ✓$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-27.7%0% ✓
Portfolio after 10y$22.8K$29.0K ✓
Annual income after 10y$32.56$425.95 ✓
Total dividends collected$1.9K$3.9K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJPI PortfolioJPI Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,222$522.32$11,226$346.36$4.00 → SCHD
2$12,404$396.07$12,572$357.38$168.00 → SCHD
3$13,568$295.81$14,046$367.84$478.00 → SCHD
4$14,736$218.63$15,660$377.73$924.00 → SCHD
5$15,928$160.45$17,425$387.07$1.5K → SCHD
6$17,161$117.19$19,354$395.86$2.2K → SCHD
7$18,447$85.31$21,461$404.13$3.0K → SCHD
8$19,800$61.97$23,762$411.89$4.0K → SCHD
9$21,231$44.94$26,272$419.15$5.0K → SCHD
10$22,750$32.56$29,010$425.95$6.3K → SCHD

JPI vs SCHD: Complete Analysis 2026

JPI — Stock

Nuveen Preferred Securities & Income Opportunities Fund operates as a closed-end investment fund. It seeks to provide high level current income and total return. The company was founded in 2003 and is headquartered in Chicago, IL.

Full JPI Calculator →

SCHD — ETF

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.