HomeCompareLVAFX vs SCHD

LVAFX vs SCHD: Dividend Comparison 2026

LVAFX yields 9.88% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LVAFX wins by $403408.91M in total portfolio value
10 years
LVAFX
LVAFX
● Live price
9.88%
Share price
$11.52
Annual div
$1.14
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$403408.93M
Annual income
$395,716,889,116.87
Full LVAFX 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 — LVAFX vs SCHD

📍 LVAFX 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 PeriodLVAFXSCHD
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, LVAFX + SCHD cover 0 of 12 monthsgood coverage

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

LVAFX
Annual income on $10K today (after 15% tax)
$840.04/yr
After 10yr DRIP, annual income (after tax)
$336,359,355,749.34/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, LVAFX beats the other by $336,359,355,390.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LVAFX: 50%SCHD: 50%
100% SCHD50/50100% LVAFX
Portfolio after 10yr
$201704.48M
Annual income
$197,858,444,769.73/yr
Blended yield
98.09%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LVAFX buys
0
SCHD buys
0
No recent congressional trades found for LVAFX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLVAFXSCHD
Forward yield9.88%3.44%
Annual dividend / share$1.14$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$403408.93M$29.0K
Annual income after 10y$395,716,889,116.87$422.61
Total dividends collected$402888.11M$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLVAFX PortfolioLVAFX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$12,677$1,976.56$11,224$344.10+$1.5KLVAFX
2$18,247$4,683.37$12,567$354.98+$5.7KLVAFX
3$32,125$12,600.89$14,038$365.30+$18.1KLVAFX
4$75,841$41,466.66$15,648$375.06+$60.2KLVAFX
5$264,128$182,978.10$17,410$384.27+$246.7KLVAFX
6$1,473,738$1,191,121.09$19,335$392.95+$1.45MLVAFX
7$13,999,374$12,422,474.72$21,437$401.10+$13.98MLVAFX
8$235,547,431$220,568,100.50$23,733$408.75+$235.52MLVAFX
9$7,188,827,671$6,936,791,919.84$26,237$415.91+$7188.80MLVAFX
10$403,408,934,725$395,716,889,116.87$28,968$422.61+$403408.91MLVAFX

LVAFX vs SCHD: Complete Analysis 2026

LVAFXStock

The fund invests primarily in equity securities of companies located throughout the world. Normally, it will invest in at least three countries, including the United States, and at least 40% of its assets will be invested in non-U.S. companies, in both developed and emerging market countries. Although the fund may invest in securities of companies of any size, it generally invests in companies with market capitalizations of $100 million or more at the time of purchase.

Full LVAFX 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.