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LVIG vs SCHD: Dividend Comparison 2026

LVIG yields 2.03% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $6.3K in total portfolio value
10 years
LVIG
LVIG
● Live price
2.03%
Share price
$98.76
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$230.85
Full LVIG 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 — LVIG 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 PeriodLVIGSCHD
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, LVIG + SCHD cover 0 of 12 months — good coverage

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

LVIG
Annual income on $10K today (after 15% tax)
$172.14/yr
After 10yr DRIP, annual income (after tax)
$196.22/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, SCHD beats the other by $163.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LVIG: 50%SCHD: 50%
100% SCHD50/50100% LVIG
Portfolio after 10yr
$25.8K
Annual income
$326.72/yr
Blended yield
1.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LVIG buys
0
SCHD buys
0
No recent congressional trades found for LVIG or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLVIGSCHD
Forward yield2.03%3.44% ✓
Annual dividend / share$2.00 ✓$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.7K$29.0K ✓
Annual income after 10y$230.85$422.61 ✓
Total dividends collected$2.2K$3.9K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLVIG PortfolioLVIG Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$10,903$202.51$11,224$344.10$321.00 → SCHD
2$11,872$206.34$12,567$354.98$695.00 → SCHD
3$12,913$209.99$14,038$365.30$1.1K → SCHD
4$14,030$213.47$15,648$375.06$1.6K → SCHD
5$15,229$216.76$17,410$384.27$2.2K → SCHD
6$16,515$219.89$19,335$392.95$2.8K → SCHD
7$17,894$222.86$21,437$401.10$3.5K → SCHD
8$19,372$225.67$23,733$408.75$4.4K → SCHD
9$20,957$228.33$26,237$415.91$5.3K → SCHD
10$22,655$230.85$28,968$422.61$6.3K → SCHD

LVIG vs SCHD: Complete Analysis 2026

LVIG — Stock

LVIG is an actively managed ETF that invests in a portfolio of fixed income securities in pursuit of long-term capital appreciation. The strategy allocates across multiple bond sectors and issuers using a flexible, research-driven approach.

Full LVIG 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 →
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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.