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LIONX vs SCHD: Dividend Comparison 2026

LIONX yields 19.82% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LIONX wins by $43.2K in total portfolio value
10 years
LIONX
LIONX
● Live price
19.82%
Share price
$10.09
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$72.2K
Annual income
$6,611.57
Full LIONX 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 — LIONX vs SCHD

📍 LIONX 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 PeriodLIONXSCHD
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, LIONX + SCHD cover 0 of 12 monthsgood coverage

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

LIONX
Annual income on $10K today (after 15% tax)
$1,684.84/yr
After 10yr DRIP, annual income (after tax)
$5,619.83/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, LIONX beats the other by $5,257.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LIONX: 50%SCHD: 50%
100% SCHD50/50100% LIONX
Portfolio after 10yr
$50.6K
Annual income
$3,518.76/yr
Blended yield
6.95%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LIONX 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 →
MetricLIONXSCHD
Forward yield19.82%3.46%
Annual dividend / share$2.00$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$72.2K$29.0K
Annual income after 10y$6,611.57$425.95
Total dividends collected$40.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLIONX PortfolioLIONX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$12,682$1,982.16$11,226$346.36+$1.5KLIONX
2$15,919$2,349.35$12,572$357.38+$3.3KLIONX
3$19,790$2,756.10$14,046$367.84+$5.7KLIONX
4$24,377$3,202.04$15,660$377.73+$8.7KLIONX
5$29,770$3,686.25$17,425$387.07+$12.3KLIONX
6$36,061$4,207.21$19,354$395.86+$16.7KLIONX
7$43,348$4,762.89$21,461$404.13+$21.9KLIONX
8$51,733$5,350.82$23,762$411.89+$28.0KLIONX
9$61,323$5,968.11$26,272$419.15+$35.1KLIONX
10$72,227$6,611.57$29,010$425.95+$43.2KLIONX

LIONX vs SCHD: Complete Analysis 2026

LIONXStock

The Adviser employs an opportunistic long and/or short investment strategy in which the fund invests in equity and/or fixed income securities through individual securities, exchange-traded funds ("ETFs"), and other investment companies. The fund may take long positions of up to 300% and/or short positions of up to 150% of its net assets in equity and/or fixed income securities either directly or through the use of total return swaps or futures contracts.

Full LIONX 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.