Home › Compare › LSVX vs SCHD

LSVX vs SCHD: Dividend Comparison 2026

LSVX yields 13.03% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LSVX wins by $18.1K in total portfolio value
10 years
LSVX
LSVX
● Live price
13.03%
Share price
$15.35
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.2K
Annual income
$2,929.44
Full LSVX 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 — LSVX vs SCHD

📍 LSVX 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 PeriodLSVXSCHD
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, LSVX + SCHD cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

LSVX
Annual income on $10K today (after 15% tax)
$1,107.49/yr
After 10yr DRIP, annual income (after tax)
$2,490.02/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, LSVX beats the other by $2,127.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LSVX: 50%SCHD: 50%
100% SCHD50/50100% LSVX
Portfolio after 10yr
$38.1K
Annual income
$1,677.69/yr
Blended yield
4.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LSVX buys
0
SCHD buys
0
No recent congressional trades found for LSVX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLSVXSCHD
Forward yield13.03% ✓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$47.2K ✓$29.0K
Annual income after 10y$2,929.44 ✓$425.95
Total dividends collected$20.9K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLSVX PortfolioLSVX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$12,003$1,302.93$11,226$346.36+$777.00 → LSVX
2$14,305$1,461.59$12,572$357.38+$1.7K → LSVX
3$16,934$1,627.92$14,046$367.84+$2.9K → LSVX
4$19,920$1,801.06$15,660$377.73+$4.3K → LSVX
5$23,295$1,980.09$17,425$387.07+$5.9K → LSVX
6$27,090$2,164.04$19,354$395.86+$7.7K → LSVX
7$31,338$2,351.92$21,461$404.13+$9.9K → LSVX
8$36,074$2,542.75$23,762$411.89+$12.3K → LSVX
9$41,335$2,735.57$26,272$419.15+$15.1K → LSVX
10$47,158$2,929.44$29,010$425.95+$18.1K → LSVX

LSVX vs SCHD: Complete Analysis 2026

LSVX — Stock

LSVX is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in LSVX shares.

Full LSVX Calculator →

SCHD — ETF

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 LSVX vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LSVX vs JEPILSVX vs OLSVX vs KOLSVX vs MAINLSVX vs VYMLSVX vs DGROLSVX vs VIGLSVX 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.