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SOXW vs SCHD: Dividend Comparison 2026

SOXW yields 9.35% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SOXW wins by $8.1K in total portfolio value
10 years
SOXW
SOXW
● Live price
9.35%
Share price
$21.39
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.1K
Annual income
$1,684.91
Full SOXW calculator →
SCHD
Schwab U.S. Dividend Equity ETF
● Live price
3.46%
Share price
$30.48
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$425.95
Full SCHD calculator →

Portfolio growth — SOXW vs SCHD

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

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

SOXW
Annual income on $10K today (after 15% tax)
$794.76/yr
After 10yr DRIP, annual income (after tax)
$1,432.17/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, SOXW beats the other by $1,070.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOXW: 50%SCHD: 50%
100% SCHD50/50100% SOXW
Portfolio after 10yr
$33.1K
Annual income
$1,055.43/yr
Blended yield
3.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOXW buys
0
SCHD buys
0
No recent congressional trades found for SOXW or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOXWSCHD
Forward yield9.35% ✓3.46%
Annual dividend / share$2.00 ✓$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.1K ✓$29.0K
Annual income after 10y$1,684.91 ✓$425.95
Total dividends collected$13.1K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOXW PortfolioSOXW Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,635$935.02$11,226$346.36+$409.00 → SOXW
2$13,466$1,016.72$12,572$357.38+$894.00 → SOXW
3$15,509$1,099.76$14,046$367.84+$1.5K → SOXW
4$17,778$1,183.70$15,660$377.73+$2.1K → SOXW
5$20,290$1,268.13$17,425$387.07+$2.9K → SOXW
6$23,063$1,352.67$19,354$395.86+$3.7K → SOXW
7$26,115$1,436.95$21,461$404.13+$4.7K → SOXW
8$29,464$1,520.62$23,762$411.89+$5.7K → SOXW
9$33,129$1,603.37$26,272$419.15+$6.9K → SOXW
10$37,133$1,684.91$29,010$425.95+$8.1K → SOXW

SOXW vs SCHD: Complete Analysis 2026

SOXW — Stock

SOXW is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SOXW shares.

Full SOXW 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.