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MEIIX vs SCHD: Dividend Comparison 2026

MEIIX yields 9.77% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MEIIX wins by $9.2K in total portfolio value
10 years
MEIIX
MEIIX
● Live price
9.77%
Share price
$49.79
Annual div
$4.87
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.2K
Annual income
$1,807.45
Full MEIIX 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 — MEIIX vs SCHD

📍 MEIIX 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 PeriodMEIIXSCHD
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, MEIIX + SCHD cover 0 of 12 monthsgood coverage

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

MEIIX
Annual income on $10K today (after 15% tax)
$830.84/yr
After 10yr DRIP, annual income (after tax)
$1,536.33/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, MEIIX beats the other by $1,174.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MEIIX: 50%SCHD: 50%
100% SCHD50/50100% MEIIX
Portfolio after 10yr
$33.6K
Annual income
$1,116.69/yr
Blended yield
3.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MEIIX buys
0
SCHD buys
0
No recent congressional trades found for MEIIX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMEIIXSCHD
Forward yield9.77%3.46%
Annual dividend / share$4.87$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.2K$29.0K
Annual income after 10y$1,807.45$425.95
Total dividends collected$13.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMEIIX PortfolioMEIIX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,677$977.46$11,226$346.36+$451.00MEIIX
2$13,562$1,066.75$12,572$357.38+$990.00MEIIX
3$15,669$1,157.82$14,046$367.84+$1.6KMEIIX
4$18,016$1,250.20$15,660$377.73+$2.4KMEIIX
5$20,620$1,343.43$17,425$387.07+$3.2KMEIIX
6$23,501$1,437.05$19,354$395.86+$4.1KMEIIX
7$26,676$1,530.65$21,461$404.13+$5.2KMEIIX
8$30,168$1,623.82$23,762$411.89+$6.4KMEIIX
9$33,996$1,716.20$26,272$419.15+$7.7KMEIIX
10$38,183$1,807.45$29,010$425.95+$9.2KMEIIX

MEIIX vs SCHD: Complete Analysis 2026

MEIIXStock

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies).

Full MEIIX 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.