HomeCompareJWWFX vs SCHD

JWWFX vs SCHD: Dividend Comparison 2026

JWWFX yields 8.63% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JWWFX wins by $6.5K in total portfolio value
10 years
JWWFX
JWWFX
● Live price
8.63%
Share price
$114.51
Annual div
$9.89
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.4K
Annual income
$1,489.00
Full JWWFX 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 — JWWFX vs SCHD

📍 JWWFX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodJWWFXSCHD
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, JWWFX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JWWFX
Annual income on $10K today (after 15% tax)
$733.80/yr
After 10yr DRIP, annual income (after tax)
$1,265.65/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, JWWFX beats the other by $906.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JWWFX: 50%SCHD: 50%
100% SCHD50/50100% JWWFX
Portfolio after 10yr
$32.2K
Annual income
$955.80/yr
Blended yield
2.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JWWFX buys
0
SCHD buys
0
No recent congressional trades found for JWWFX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJWWFXSCHD
Forward yield8.63%3.44%
Annual dividend / share$9.89$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.4K$29.0K
Annual income after 10y$1,489.00$422.61
Total dividends collected$11.8K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJWWFX PortfolioJWWFX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,563$863.29$11,224$344.10+$339.00JWWFX
2$13,306$932.94$12,567$354.98+$739.00JWWFX
3$15,240$1,003.29$14,038$365.30+$1.2KJWWFX
4$17,381$1,073.99$15,648$375.06+$1.7KJWWFX
5$19,743$1,144.73$17,410$384.27+$2.3KJWWFX
6$22,340$1,215.18$19,335$392.95+$3.0KJWWFX
7$25,189$1,285.09$21,437$401.10+$3.8KJWWFX
8$28,306$1,354.18$23,733$408.75+$4.6KJWWFX
9$31,710$1,422.22$26,237$415.91+$5.5KJWWFX
10$35,418$1,489.00$28,968$422.61+$6.5KJWWFX

JWWFX vs SCHD: Complete Analysis 2026

JWWFXStock

The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. It may invest in companies of any size located anywhere in the world, from larger, well-established companies to smaller, emerging growth companies. The fund typically invests at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States. The fund may have significant exposure to emerging markets.

Full JWWFX 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 →
📬

Get this JWWFX vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JWWFX vs JEPIJWWFX vs OJWWFX vs KOJWWFX vs MAINJWWFX vs VYMJWWFX vs DGROJWWFX vs VIGJWWFX vs HDV

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.