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PEVC vs SCHD: Dividend Comparison 2026

PEVC yields 5.04% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $1.1K in total portfolio value
10 years
PEVC
PEVC
● Live price
5.04%
Share price
$25.45
Annual div
$1.28
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.9K
Annual income
$696.31
Full PEVC 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 — PEVC 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 PeriodPEVCSCHD
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%.
📅

Dividend Calendar Overlap

Combined, PEVC + SCHD cover 0 of 12 months — good coverage

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

PEVC
Annual income on $10K today (after 15% tax)
$428.68/yr
After 10yr DRIP, annual income (after tax)
$591.86/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, PEVC beats the other by $232.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PEVC: 50%SCHD: 50%
100% SCHD50/50100% PEVC
Portfolio after 10yr
$28.4K
Annual income
$559.46/yr
Blended yield
1.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PEVC buys
0
SCHD buys
0
No recent congressional trades found for PEVC or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPEVCSCHD
Forward yield5.04% ✓3.44%
Annual dividend / share$1.28 ✓$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.9K$29.0K ✓
Annual income after 10y$696.31 ✓$422.61
Total dividends collected$6.0K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPEVC PortfolioPEVC Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,204$504.33$11,224$344.10$20.00 → SCHD
2$12,517$528.11$12,567$354.98$50.00 → SCHD
3$13,944$551.37$14,038$365.30$94.00 → SCHD
4$15,494$574.07$15,648$375.06$154.00 → SCHD
5$17,175$596.16$17,410$384.27$235.00 → SCHD
6$18,995$617.59$19,335$392.95$340.00 → SCHD
7$20,963$638.35$21,437$401.10$474.00 → SCHD
8$23,089$658.40$23,733$408.75$644.00 → SCHD
9$25,383$677.72$26,237$415.91$854.00 → SCHD
10$27,856$696.31$28,968$422.61$1.1K → SCHD

PEVC vs SCHD: Complete Analysis 2026

PEVC — Stock

A strategy driven exchange traded fund that aims to deliver a return similar to Private Equity (PE) and Venture Capital (VC) investments through publicly traded securities.

Full PEVC 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.