HomeCompareOCDX vs SCHD

OCDX vs SCHD: Dividend Comparison 2026

OCDX yields 11.34% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OCDX wins by $13.3K in total portfolio value
10 years
OCDX
OCDX
● Live price
11.34%
Share price
$17.63
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$42.3K
Annual income
$2,306.36
Full OCDX 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 — OCDX vs SCHD

📍 OCDX 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 PeriodOCDXSCHD
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, OCDX + SCHD cover 0 of 12 monthsgood coverage

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

OCDX
Annual income on $10K today (after 15% tax)
$964.27/yr
After 10yr DRIP, annual income (after tax)
$1,960.41/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, OCDX beats the other by $1,598.35/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

OCDX: 50%SCHD: 50%
100% SCHD50/50100% OCDX
Portfolio after 10yr
$35.7K
Annual income
$1,366.15/yr
Blended yield
3.83%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OCDX 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 →
MetricOCDXSCHD
Forward yield11.34%3.46%
Annual dividend / share$2.00$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$42.3K$29.0K
Annual income after 10y$2,306.36$425.95
Total dividends collected$17.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOCDX PortfolioOCDX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,834$1,134.43$11,226$346.36+$608.00OCDX
2$13,918$1,254.70$12,572$357.38+$1.3KOCDX
3$16,271$1,379.03$14,046$367.84+$2.2KOCDX
4$18,916$1,506.73$15,660$377.73+$3.3KOCDX
5$21,878$1,637.13$17,425$387.07+$4.5KOCDX
6$25,179$1,769.55$19,354$395.86+$5.8KOCDX
7$28,845$1,903.31$21,461$404.13+$7.4KOCDX
8$32,901$2,037.77$23,762$411.89+$9.1KOCDX
9$37,377$2,172.31$26,272$419.15+$11.1KOCDX
10$42,300$2,306.36$29,010$425.95+$13.3KOCDX

OCDX vs SCHD: Complete Analysis 2026

OCDXStock

Ortho Clinical Diagnostics Holdings plc provides in-vitro diagnostics solutions to the clinical laboratory and transfusion medicine communities worldwide. The company offers automated instruments; and assays, reagents, and other consumables that are used by these instruments to generate test results. Its solutions include clinical chemistry and immunoassay instruments and tests to detect and monitor disease progression across a spectrum of therapeutic areas, including COVID-19 antibody and antigen tests; and immunohematology instruments and tests for blood typing to ensure patient-donor compatibility in blood transfusions, as well as donor screening instruments and tests for blood and plasma screening for infectious diseases. The company is also involved in the provision of contract manufacturing and orthocare services. Its products are used in hospitals, laboratories, clinics, blood banks, and donor centers. Ortho Clinical Diagnostics Holdings plc was founded in 1939 and is headquartered in Raritan, New Jersey.

Full OCDX 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.