HomeCompareSOGU vs SCHD

SOGU vs SCHD: Dividend Comparison 2026

SOGU yields 8.00% · SCHD yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SOGU wins by $5.0K in total portfolio value
10 years
SOGU
SOGU
● Live price
8.00%
Share price
$25.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.0K
Annual income
$1,327.28
Full SOGU 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 — SOGU vs SCHD

📍 SOGU 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 PeriodSOGUSCHD
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, SOGU + SCHD cover 0 of 12 monthsgood coverage

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

SOGU
Annual income on $10K today (after 15% tax)
$680.00/yr
After 10yr DRIP, annual income (after tax)
$1,128.19/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, SOGU beats the other by $768.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOGU: 50%SCHD: 50%
100% SCHD50/50100% SOGU
Portfolio after 10yr
$31.5K
Annual income
$874.94/yr
Blended yield
2.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOGU buys
0
SCHD buys
0
No recent congressional trades found for SOGU or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOGUSCHD
Forward yield8.00%3.44%
Annual dividend / share$2.00$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.0K$29.0K
Annual income after 10y$1,327.28$422.61
Total dividends collected$10.7K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOGU PortfolioSOGU Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,500$800.00$11,224$344.10+$276.00SOGU
2$13,165$859.81$12,567$354.98+$598.00SOGU
3$15,006$919.89$14,038$365.30+$968.00SOGU
4$17,037$979.97$15,648$375.06+$1.4KSOGU
5$19,269$1,039.77$17,410$384.27+$1.9KSOGU
6$21,717$1,099.08$19,335$392.95+$2.4KSOGU
7$24,395$1,157.67$21,437$401.10+$3.0KSOGU
8$27,318$1,215.35$23,733$408.75+$3.6KSOGU
9$30,502$1,271.93$26,237$415.91+$4.3KSOGU
10$33,964$1,327.28$28,968$422.61+$5.0KSOGU

SOGU vs SCHD: Complete Analysis 2026

SOGUStock

The index is comprised of twenty-five of the largest companies, based on market capitalization, that have completed a business combination transaction with a SPAC. The fund will invest in (1) U.S. government securities, such as bills, notes and bonds issued by the U.S. Treasury; (2) money market funds; and/or (3) corporate debt securities, such as commercial paper and other short-term unsecured promissory notes issued by businesses that are rated investment grade or of comparable quality. It is non-diversified.

Full SOGU 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.