HomeCompareNWGPX vs SCHD

NWGPX vs SCHD: Dividend Comparison 2026

NWGPX yields 31.51% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NWGPX wins by $115.4K in total portfolio value
10 years
NWGPX
NWGPX
● Live price
31.51%
Share price
$18.86
Annual div
$5.94
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$144.4K
Annual income
$19,935.93
Full NWGPX 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 — NWGPX vs SCHD

📍 NWGPX 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 PeriodNWGPXSCHD
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, NWGPX + SCHD cover 0 of 12 monthsgood coverage

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

NWGPX
Annual income on $10K today (after 15% tax)
$2,678.59/yr
After 10yr DRIP, annual income (after tax)
$16,945.54/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, NWGPX beats the other by $16,583.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NWGPX: 50%SCHD: 50%
100% SCHD50/50100% NWGPX
Portfolio after 10yr
$86.7K
Annual income
$10,180.93/yr
Blended yield
11.74%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NWGPX buys
0
SCHD buys
3
PoliticianChamberTickerTypeAmountDate
Virginia Foxx🏢 House$SCHD▼ Sell$50,001 - $100,0002023-03-08
Steve Cohen🏢 House$SCHD▲ Buy$50,001 - $100,0002022-07-29
Hakeem S. Jeffries🏢 House$SCHD▲ Buy$15,001 - $50,0002021-04-12
Mikie Sherrill🏢 House$SCHD▲ Buy$100,001 - $250,0002020-02-21
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNWGPXSCHD
Forward yield31.51%3.46%
Annual dividend / share$5.94$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$144.4K$29.0K
Annual income after 10y$19,935.93$425.95
Total dividends collected$100.4K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNWGPX PortfolioNWGPX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$13,851$3,151.28$11,226$346.36+$2.6KNWGPX
2$18,900$4,079.38$12,572$357.38+$6.3KNWGPX
3$25,425$5,202.20$14,046$367.84+$11.4KNWGPX
4$33,746$6,540.41$15,660$377.73+$18.1KNWGPX
5$44,221$8,112.79$17,425$387.07+$26.8KNWGPX
6$57,252$9,935.59$19,354$395.86+$37.9KNWGPX
7$73,281$12,021.90$21,461$404.13+$51.8KNWGPX
8$92,792$14,381.15$23,762$411.89+$69.0KNWGPX
9$116,306$17,018.76$26,272$419.15+$90.0KNWGPX
10$144,384$19,935.93$29,010$425.95+$115.4KNWGPX

NWGPX vs SCHD: Complete Analysis 2026

NWGPXStock

The investment seeks long-term capital appreciation. The fund invests primarily in stocks of U.S. small-cap companies that the subadviser believes have improving earnings growth potential and attractive valuation. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of small-cap companies whose capitalization is within the range of the market capitalization of the companies in the Russell 2000® Index. The fund may invest up to 20% of its net assets in foreign securities.

Full NWGPX 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.