Is SBRVX or SCHD a better dividend investment in 2026?

SBRVX currently yields 11.24% with a 5% 5-year dividend growth rate. SCHD yields 3.46% with 13.05% growth. The better choice depends on your goal: SBRVX offers higher current income.

What is the dividend yield difference between SBRVX and SCHD?

SBRVX has a forward dividend yield of 11.24% ($1.72/share annually). SCHD yields 3.46% ($1.06/share annually). The yield gap is 7.78 percentage points.

Home › Compare › SBRVX vs SCHD

SBRVX vs SCHD: Dividend Comparison 2026

SBRVX yields 11.24% · SCHD yields 3.46%● Live data

vsPost on X →

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

🏆 SBRVX wins by $13.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SBRVX

● Live price

11.24%

Share price

$15.29

Annual div

$1.72

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$42.0K

Annual income

$2,271.10

Full SBRVX calculator →

SCHD

Schwab U.S. Dividend Equity ETF

● Live price

3.46%

Share price

$30.48

Annual div

$1.06

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.0K

Annual income

$425.95

Full SCHD calculator →

Portfolio growth — SBRVX vs SCHD

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SBRVX 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.

SBRVX

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

$955.46/yr

After 10yr DRIP, annual income (after tax)

$1,930.44/yr

SCHD

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

$294.40/yr

After 10yr DRIP, annual income (after tax)

$362.06/yr

At 15% tax rate, SBRVX beats the other by $1,568.38/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 SBRVX + SCHD for your $10,000?

SBRVX: 50%SCHD: 50%

100% SCHD50/50100% SBRVX

Portfolio after 10yr

$35.5K

Annual income

$1,348.52/yr

Blended yield

3.80%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SBRVX buys

SCHD buys

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

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

MetricSBRVXSCHD

Forward yield	11.24% ✓	3.46%
Annual dividend / share	$1.72 ✓	$1.06
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$42.0K ✓	$29.0K
Annual income after 10y	$2,271.10 ✓	$425.95
Total dividends collected	$16.9K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SBRVX Portfolio	SBRVX Income/yr	SCHD Portfolio	SCHD Income/yr	Gap
1← crossover	$11,824	$1,124.07	$11,226	$346.36	+$598.00 → SBRVX
2	$13,894	$1,242.15	$12,572	$357.38	+$1.3K → SBRVX
3	$16,231	$1,364.11	$14,046	$367.84	+$2.2K → SBRVX
4	$18,856	$1,489.28	$15,660	$377.73	+$3.2K → SBRVX
5	$21,793	$1,616.99	$17,425	$387.07	+$4.4K → SBRVX
6	$25,065	$1,746.58	$19,354	$395.86	+$5.7K → SBRVX
7	$28,697	$1,877.40	$21,461	$404.13	+$7.2K → SBRVX
8	$32,715	$2,008.82	$23,762	$411.89	+$9.0K → SBRVX
9	$37,145	$2,140.25	$26,272	$419.15	+$10.9K → SBRVX
10	$42,016	$2,271.10	$29,010	$425.95	+$13.0K → SBRVX

SBRVX vs SCHD: Complete Analysis 2026

SBRVX — Stock

Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of small-capitalization companies. It will primarily invest in common stock. The fund's manager considers “small-capitalization companies” to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000® Value Index, at the time of purchase.

Full SBRVX 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.