HomeCompareLVOLX vs SCHD

LVOLX vs SCHD: Dividend Comparison 2026

LVOLX yields 8.50% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LVOLX wins by $6.1K in total portfolio value
10 years
LVOLX
LVOLX
● Live price
8.50%
Share price
$17.68
Annual div
$1.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.1K
Annual income
$1,453.88
Full LVOLX 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 — LVOLX vs SCHD

📍 LVOLX 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 PeriodLVOLXSCHD
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, LVOLX + SCHD cover 0 of 12 monthsgood coverage

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

LVOLX
Annual income on $10K today (after 15% tax)
$722.40/yr
After 10yr DRIP, annual income (after tax)
$1,235.80/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, LVOLX beats the other by $876.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LVOLX: 50%SCHD: 50%
100% SCHD50/50100% LVOLX
Portfolio after 10yr
$32.0K
Annual income
$938.24/yr
Blended yield
2.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LVOLX buys
0
SCHD buys
0
No recent congressional trades found for LVOLX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLVOLXSCHD
Forward yield8.50%3.44%
Annual dividend / share$1.50$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.1K$29.0K
Annual income after 10y$1,453.88$422.61
Total dividends collected$11.5K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLVOLX PortfolioLVOLX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,550$849.88$11,224$344.10+$326.00LVOLX
2$13,276$917.39$12,567$354.98+$709.00LVOLX
3$15,191$985.49$14,038$365.30+$1.2KLVOLX
4$17,308$1,053.85$15,648$375.06+$1.7KLVOLX
5$19,641$1,122.18$17,410$384.27+$2.2KLVOLX
6$22,207$1,190.18$19,335$392.95+$2.9KLVOLX
7$25,019$1,257.58$21,437$401.10+$3.6KLVOLX
8$28,094$1,324.14$23,733$408.75+$4.4KLVOLX
9$31,450$1,389.64$26,237$415.91+$5.2KLVOLX
10$35,106$1,453.88$28,968$422.61+$6.1KLVOLX

LVOLX vs SCHD: Complete Analysis 2026

LVOLXStock

The fund normally invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities, primarily common stocks, of companies within the Russell 1000® Index and S&P 500® Index. Its investments will generally consist of securities, which may include common stocks, preferred stocks, warrants to acquire common stock, and securities convertible into common stock. The fund purchases equity securities traded in the U.S. on registered exchanges or the over-the-counter market.

Full LVOLX 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.