HomeCompareQCSGX vs SCHD

QCSGX vs SCHD: Dividend Comparison 2026

QCSGX yields 5.98% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 QCSGX wins by $698.00 in total portfolio value
10 years
QCSGX
QCSGX
● Live price
5.98%
Share price
$20.86
Annual div
$1.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.7K
Annual income
$874.59
Full QCSGX 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 — QCSGX vs SCHD

📍 QCSGX 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 PeriodQCSGXSCHD
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, QCSGX + SCHD cover 0 of 12 monthsgood coverage

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

QCSGX
Annual income on $10K today (after 15% tax)
$507.93/yr
After 10yr DRIP, annual income (after tax)
$743.40/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, QCSGX beats the other by $384.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

QCSGX: 50%SCHD: 50%
100% SCHD50/50100% QCSGX
Portfolio after 10yr
$29.3K
Annual income
$648.60/yr
Blended yield
2.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

QCSGX buys
0
SCHD buys
0
No recent congressional trades found for QCSGX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricQCSGXSCHD
Forward yield5.98%3.44%
Annual dividend / share$1.25$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.7K$29.0K
Annual income after 10y$874.59$422.61
Total dividends collected$7.4K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearQCSGX PortfolioQCSGX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,298$597.56$11,224$344.10+$74.00QCSGX
2$12,719$630.93$12,567$354.98+$152.00QCSGX
3$14,274$663.86$14,038$365.30+$236.00QCSGX
4$15,969$696.24$15,648$375.06+$321.00QCSGX
5$17,815$727.98$17,410$384.27+$405.00QCSGX
6$19,821$759.00$19,335$392.95+$486.00QCSGX
7$21,997$789.22$21,437$401.10+$560.00QCSGX
8$24,356$818.59$23,733$408.75+$623.00QCSGX
9$26,908$847.06$26,237$415.91+$671.00QCSGX
10$29,666$874.59$28,968$422.61+$698.00QCSGX

QCSGX vs SCHD: Complete Analysis 2026

QCSGXStock

The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. Its investment adviser's (Adviser) investment strategy utilizes a small capitalization growth approach by selecting most of its investments from companies listed in the Russell 2000® Growth Index. The fund will invest its assets so that at least 80% of its net assets (plus any borrowing for investment purposes) are invested in investments in small companies. The fund's manager considers a small company to be a company of a size similar to companies listed on the Russell 2000® Growth Index.

Full QCSGX 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.