HomeCompareJTSSX vs SCHD

JTSSX vs SCHD: Dividend Comparison 2026

JTSSX yields 5.41% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JTSSX wins by $9663.48M in total portfolio value
10 years
JTSSX
JTSSX
● Live price
5.41%
Share price
$24.12
Annual div
$1.31
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$9663.51M
Annual income
$9,332,249,577.94
Full JTSSX 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 — JTSSX vs SCHD

📍 JTSSX 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 PeriodJTSSXSCHD
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, JTSSX + SCHD cover 0 of 12 monthsgood coverage

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

JTSSX
Annual income on $10K today (after 15% tax)
$460.01/yr
After 10yr DRIP, annual income (after tax)
$7,932,412,141.25/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, JTSSX beats the other by $7,932,411,782.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JTSSX: 50%SCHD: 50%
100% SCHD50/50100% JTSSX
Portfolio after 10yr
$4831.77M
Annual income
$4,666,125,000.27/yr
Blended yield
96.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JTSSX buys
0
SCHD buys
0
No recent congressional trades found for JTSSX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJTSSXSCHD
Forward yield5.41%3.44%
Annual dividend / share$1.31$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$9663.51M$29.0K
Annual income after 10y$9,332,249,577.94$422.61
Total dividends collected$9640.40M$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJTSSX PortfolioJTSSX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,782$1,082.39$11,224$344.10+$558.00JTSSX
2$14,991$2,383.76$12,567$354.98+$2.4KJTSSX
3$21,709$5,668.96$14,038$365.30+$7.7KJTSSX
4$38,574$15,344.98$15,648$375.06+$22.9KJTSSX
5$92,238$50,963.71$17,410$384.27+$74.8KJTSSX
6$326,478$227,783.77$19,335$392.95+$307.1KJTSSX
7$1,856,336$1,507,004.14$21,437$401.10+$1.83MJTSSX
8$18,002,611$16,016,331.65$23,733$408.75+$17.98MJTSSX
9$309,590,332$290,327,538.61$26,237$415.91+$309.56MJTSSX
10$9,663,511,234$9,332,249,577.94$28,968$422.61+$9663.48MJTSSX

JTSSX vs SCHD: Complete Analysis 2026

JTSSXStock

The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is generally intended for investors who plan to retire around the year 2050 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in other financial instruments.

Full JTSSX 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.