Is PKSFX or SCHD a better dividend investment in 2026?

PKSFX currently yields 14.37% with a 5% 5-year dividend growth rate. SCHD yields 3.44% with 13.05% growth. The better choice depends on your goal: PKSFX offers higher current income.

What is the dividend yield difference between PKSFX and SCHD?

PKSFX has a forward dividend yield of 14.37% ($6.96/share annually). SCHD yields 3.44% ($1.06/share annually). The yield gap is 10.93 percentage points.

Home › Compare › PKSFX vs SCHD

PKSFX vs SCHD: Dividend Comparison 2026

PKSFX yields 14.37% · SCHD yields 3.44%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 PKSFX wins by $22.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

PKSFX

● Live price

14.37%

Share price

$48.40

Annual div

$6.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$51.4K

Annual income

$3,499.62

Full PKSFX calculator →

SCHD

Schwab U.S. Dividend Equity ETF

● Live price

3.44%

Share price

$30.68

Annual div

$1.06

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.0K

Annual income

$422.61

Full SCHD calculator →

Portfolio growth — PKSFX vs SCHD

📍 PKSFX 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 Period	PKSFX	SCHD
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, PKSFX + SCHD cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

PKSFX 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.

PKSFX

Annual income on $10K today (after 15% tax)

$1,221.87/yr

After 10yr DRIP, annual income (after tax)

$2,974.68/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, PKSFX beats the other by $2,615.46/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 PKSFX + SCHD for your $10,000?

PKSFX: 50%SCHD: 50%

100% SCHD50/50100% PKSFX

Portfolio after 10yr

$40.2K

Annual income

$1,961.11/yr

Blended yield

4.88%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PKSFX buys

SCHD buys

No recent congressional trades found for PKSFX or SCHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricPKSFXSCHD

Forward yield	14.37% ✓	3.44%
Annual dividend / share	$6.96 ✓	$1.06
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$51.4K ✓	$29.0K
Annual income after 10y	$3,499.62 ✓	$422.61
Total dividends collected	$24.2K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	PKSFX Portfolio	PKSFX Income/yr	SCHD Portfolio	SCHD Income/yr	Gap
1← crossover	$12,137	$1,437.49	$11,224	$344.10	+$913.00 → PKSFX
2	$14,618	$1,630.61	$12,567	$354.98	+$2.1K → PKSFX
3	$17,476	$1,835.34	$14,038	$365.30	+$3.4K → PKSFX
4	$20,750	$2,050.70	$15,648	$375.06	+$5.1K → PKSFX
5	$24,478	$2,275.60	$17,410	$384.27	+$7.1K → PKSFX
6	$28,701	$2,508.82	$19,335	$392.95	+$9.4K → PKSFX
7	$33,459	$2,749.13	$21,437	$401.10	+$12.0K → PKSFX
8	$38,796	$2,995.24	$23,733	$408.75	+$15.1K → PKSFX
9	$44,758	$3,245.83	$26,237	$415.91	+$18.5K → PKSFX
10	$51,391	$3,499.62	$28,968	$422.61	+$22.4K → PKSFX

PKSFX vs SCHD: Complete Analysis 2026

PKSFX — Stock

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Full PKSFX 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.