HomeComparePFTEX vs SCHD

PFTEX vs SCHD: Dividend Comparison 2026

PFTEX yields 9.63% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFTEX wins by $8.9K in total portfolio value
10 years
PFTEX
PFTEX
● Live price
9.63%
Share price
$10.42
Annual div
$1.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.8K
Annual income
$1,765.85
Full PFTEX 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 — PFTEX vs SCHD

📍 PFTEX 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 PeriodPFTEXSCHD
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, PFTEX + SCHD cover 0 of 12 monthsgood coverage

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

PFTEX
Annual income on $10K today (after 15% tax)
$818.76/yr
After 10yr DRIP, annual income (after tax)
$1,500.97/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, PFTEX beats the other by $1,141.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFTEX: 50%SCHD: 50%
100% SCHD50/50100% PFTEX
Portfolio after 10yr
$33.4K
Annual income
$1,094.23/yr
Blended yield
3.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFTEX buys
0
SCHD buys
0
No recent congressional trades found for PFTEX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFTEXSCHD
Forward yield9.63%3.44%
Annual dividend / share$1.00$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.8K$29.0K
Annual income after 10y$1,765.85$422.61
Total dividends collected$13.6K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPFTEX PortfolioPFTEX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,663$963.24$11,224$344.10+$439.00PFTEX
2$13,530$1,049.96$12,567$354.98+$963.00PFTEX
3$15,615$1,138.29$14,038$365.30+$1.6KPFTEX
4$17,936$1,227.80$15,648$375.06+$2.3KPFTEX
5$20,509$1,318.02$17,410$384.27+$3.1KPFTEX
6$23,354$1,408.54$19,335$392.95+$4.0KPFTEX
7$26,487$1,498.95$21,437$401.10+$5.0KPFTEX
8$29,930$1,588.87$23,733$408.75+$6.2KPFTEX
9$33,703$1,677.94$26,237$415.91+$7.5KPFTEX
10$37,828$1,765.85$28,968$422.61+$8.9KPFTEX

PFTEX vs SCHD: Complete Analysis 2026

PFTEXStock

The fund seeks to achieve its investment objective by investing more than 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds and ETFs managed by Meeder. The Adviser invests in Meeder underlying funds and Other underlying funds that have a maximum exposure of 90% in domestic and foreign equity securities of any market capitalization and a minimum exposure of 10% to domestic and foreign fixed income securities of any duration or credit quality including high yield bonds (also known as junk bonds).

Full PFTEX 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.