HomeCompareSOVO vs SCHD

SOVO vs SCHD: Dividend Comparison 2026

SOVO yields 8.70% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $7.8K in total portfolio value
10 years
SOVO
SOVO
● Live price
8.70%
Share price
$22.98
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.2K
Annual income
$0.92
Full SOVO 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 — SOVO vs SCHD

📍 SCHD pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSOVOSCHD
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, SOVO + SCHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SOVO pays
SCHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SOVO
Annual income on $10K today (after 15% tax)
$739.77/yr
After 10yr DRIP, annual income (after tax)
$0.78/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, SCHD beats the other by $358.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOVO: 50%SCHD: 50%
100% SCHD50/50100% SOVO
Portfolio after 10yr
$25.1K
Annual income
$211.76/yr
Blended yield
0.84%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SOVO right now

SOVO
Analyst Ratings
4
Buy
8
Hold
Consensus: Hold
Price Target
$21.13
-8.1% upside vs current
Range: $16.00 — $23.00
Altman Z
3.1
Piotroski
7/9
SCHD
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOVO buys
0
SCHD buys
0
No recent congressional trades found for SOVO or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOVOSCHD
Forward yield8.70%3.44%
Annual dividend / share$2.00$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.2K$29.0K
Annual income after 10y$0.92$422.61
Total dividends collected$893.00$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOVO PortfolioSOVO Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,135$435.16$11,224$344.10$89.00SCHD
2$12,141$226.43$12,567$354.98$426.00SCHD
3$13,106$115.37$14,038$365.30$932.00SCHD
4$14,082$58.20$15,648$375.06$1.6KSCHD
5$15,097$29.22$17,410$384.27$2.3KSCHD
6$16,168$14.64$19,335$392.95$3.2KSCHD
7$17,307$7.33$21,437$401.10$4.1KSCHD
8$18,523$3.66$23,733$408.75$5.2KSCHD
9$19,821$1.83$26,237$415.91$6.4KSCHD
10$21,209$0.92$28,968$422.61$7.8KSCHD

SOVO vs SCHD: Complete Analysis 2026

SOVOStock

Sovos Brands, Inc., through its subsidiaries, manufactures and distributes consumer food products in the United States. The company operates in two segments, Dinners & Sauces, and Breakfast & Snacks. It provides pasta sauces, dry pasta, soups, frozen entrees, yogurts, pancake and waffle mixes, other baking mixes, and frozen waffles under the Rao's, Michael Angelo's, noosa, and Birch Benders brands. The company sells its products principally to retail outlets and wholesale distributors, including traditional supermarkets, mass merchants, warehouse clubs, wholesalers, specialty food distributors, military commissaries, and non-food outlets, such as drug store chains, dollar stores, and e-commerce retailers. Sovos Brands, Inc. was founded in 1983 and is headquartered in Louisville, Colorado.

Full SOVO 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 →
📬

Get this SOVO vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SOVO vs JEPISOVO vs OSOVO vs KOSOVO vs MAINSOVO vs VYMSOVO vs DGROSOVO vs VIGSOVO vs HDV

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.