HomeCompareJSPGX vs SCHD

JSPGX vs SCHD: Dividend Comparison 2026

JSPGX yields 6.94% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JSPGX wins by $2.6K in total portfolio value
10 years
JSPGX
JSPGX
● Live price
6.94%
Share price
$13.69
Annual div
$0.95
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.7K
Annual income
$1,079.19
Full JSPGX 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 — JSPGX vs SCHD

📍 JSPGX 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 PeriodJSPGXSCHD
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, JSPGX + SCHD cover 0 of 12 monthsgood coverage

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

JSPGX
Annual income on $10K today (after 15% tax)
$590.16/yr
After 10yr DRIP, annual income (after tax)
$917.31/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, JSPGX beats the other by $555.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JSPGX: 50%SCHD: 50%
100% SCHD50/50100% JSPGX
Portfolio after 10yr
$30.3K
Annual income
$752.56/yr
Blended yield
2.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSPGX 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 →
MetricJSPGXSCHD
Forward yield6.94%3.46%
Annual dividend / share$0.95$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.7K$29.0K
Annual income after 10y$1,079.19$425.95
Total dividends collected$8.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJSPGX PortfolioJSPGX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,394$694.31$11,226$346.36+$168.00JSPGX
2$12,931$739.36$12,572$357.38+$359.00JSPGX
3$14,621$784.20$14,046$367.84+$575.00JSPGX
4$16,473$828.65$15,660$377.73+$813.00JSPGX
5$18,498$872.54$17,425$387.07+$1.1KJSPGX
6$20,709$915.73$19,354$395.86+$1.4KJSPGX
7$23,117$958.10$21,461$404.13+$1.7KJSPGX
8$25,734$999.52$23,762$411.89+$2.0KJSPGX
9$28,576$1,039.91$26,272$419.15+$2.3KJSPGX
10$31,655$1,079.19$29,010$425.95+$2.6KJSPGX

JSPGX vs SCHD: Complete Analysis 2026

JSPGXStock

The fund invests in other Janus Henderson mutual funds ("underlying funds") that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. 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 JSPGX 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.