HomeCompareKMDVX vs SCHD

KMDVX vs SCHD: Dividend Comparison 2026

KMDVX yields 5.24% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $787.00 in total portfolio value
10 years
KMDVX
KMDVX
● Live price
5.24%
Share price
$30.67
Annual div
$1.61
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.2K
Annual income
$731.84
Full KMDVX 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 — KMDVX 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 PeriodKMDVXSCHD
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, KMDVX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

KMDVX
Annual income on $10K today (after 15% tax)
$445.12/yr
After 10yr DRIP, annual income (after tax)
$622.06/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, KMDVX beats the other by $260.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KMDVX: 50%SCHD: 50%
100% SCHD50/50100% KMDVX
Portfolio after 10yr
$28.6K
Annual income
$578.89/yr
Blended yield
2.02%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

KMDVX buys
0
SCHD buys
0
No recent congressional trades found for KMDVX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKMDVXSCHD
Forward yield5.24%3.46%
Annual dividend / share$1.61$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.2K$29.0K
Annual income after 10y$731.84$425.95
Total dividends collected$6.3K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearKMDVX PortfolioKMDVX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,224$523.67$11,226$346.36$2.00SCHD
2$12,559$549.30$12,572$357.38$13.00SCHD
3$14,012$574.43$14,046$367.84$34.00SCHD
4$15,592$598.98$15,660$377.73$68.00SCHD
5$17,306$622.91$17,425$387.07$119.00SCHD
6$19,164$646.17$19,354$395.86$190.00SCHD
7$21,174$668.72$21,461$404.13$287.00SCHD
8$23,347$690.52$23,762$411.89$415.00SCHD
9$25,693$711.57$26,272$419.15$579.00SCHD
10$28,223$731.84$29,010$425.95$787.00SCHD

KMDVX vs SCHD: Complete Analysis 2026

KMDVXStock

The investment seeks capital appreciation. The Adviser intends to pursue its investment objective by investing in equity securities of companies with a mid-size market capitalization and that currently pay, or are reasonably expected to pay, dividends to shareholders. The fund will invest no less than 80% of its net assets in dividend-paying common stocks and other equity type securities (including preferred stock, convertible debt securities and warrants) of mid cap companies, which the Adviser currently defines as securities within the range of the Russell Midcap® Value Index at the time of investment.

Full KMDVX 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.