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QLSGX vs SCHD: Dividend Comparison 2026

QLSGX yields 4.21% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $2.6K in total portfolio value
10 years
QLSGX
QLSGX
● Live price
4.21%
Share price
$29.61
Annual div
$1.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.3K
Annual income
$551.50
Full QLSGX 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 — QLSGX 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 PeriodQLSGXSCHD
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, QLSGX + SCHD cover 0 of 12 monthsgood coverage

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

QLSGX
Annual income on $10K today (after 15% tax)
$357.83/yr
After 10yr DRIP, annual income (after tax)
$468.78/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, QLSGX beats the other by $109.56/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

QLSGX: 50%SCHD: 50%
100% SCHD50/50100% QLSGX
Portfolio after 10yr
$27.6K
Annual income
$487.05/yr
Blended yield
1.76%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

QLSGX buys
0
SCHD buys
0
No recent congressional trades found for QLSGX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricQLSGXSCHD
Forward yield4.21%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$26.3K$29.0K
Annual income after 10y$551.50$422.61
Total dividends collected$4.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearQLSGX PortfolioQLSGX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,121$420.98$11,224$344.10$103.00SCHD
2$12,337$437.54$12,567$354.98$230.00SCHD
3$13,654$453.63$14,038$365.30$384.00SCHD
4$15,079$469.22$15,648$375.06$569.00SCHD
5$16,619$484.28$17,410$384.27$791.00SCHD
6$18,281$498.82$19,335$392.95$1.1KSCHD
7$20,074$512.81$21,437$401.10$1.4KSCHD
8$22,005$526.26$23,733$408.75$1.7KSCHD
9$24,085$539.15$26,237$415.91$2.2KSCHD
10$26,322$551.50$28,968$422.61$2.6KSCHD

QLSGX vs SCHD: Complete Analysis 2026

QLSGXStock

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 QLSGX 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.