HomeCompareSWRBY vs SCHD

SWRBY vs SCHD: Dividend Comparison 2026

SWRBY yields 4.86% · SCHD yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SWRBY wins by $299.8K in total portfolio value
10 years
SWRBY
SWRBY
● Live price
4.86%
Share price
$8.55
Annual div
$0.42
5Y div CAGR
44.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$328.8K
Annual income
$160,534.69
Full SWRBY 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 — SWRBY vs SCHD

📍 SWRBY 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 PeriodSWRBYSCHD
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, SWRBY + SCHD cover 0 of 12 monthsgood coverage

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

SWRBY
Annual income on $10K today (after 15% tax)
$413.26/yr
After 10yr DRIP, annual income (after tax)
$136,454.49/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, SWRBY beats the other by $136,095.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWRBY: 50%SCHD: 50%
100% SCHD50/50100% SWRBY
Portfolio after 10yr
$178.9K
Annual income
$80,478.64/yr
Blended yield
44.99%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWRBY buys
0
SCHD buys
0
No recent congressional trades found for SWRBY or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWRBYSCHD
Forward yield4.86%3.44%
Annual dividend / share$0.42$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR44.1%0%
Portfolio after 10y$328.8K$29.0K
Annual income after 10y$160,534.69$422.61
Total dividends collected$288.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWRBY PortfolioSWRBY Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,401$700.60$11,224$344.10+$177.00SWRBY
2$13,274$1,075.66$12,567$354.98+$707.00SWRBY
3$15,890$1,686.71$14,038$365.30+$1.9KSWRBY
4$19,722$2,719.18$15,648$375.06+$4.1KSWRBY
5$25,647$4,544.99$17,410$384.27+$8.2KSWRBY
6$35,402$7,959.92$19,335$392.95+$16.1KSWRBY
7$52,678$14,797.27$21,437$401.10+$31.2KSWRBY
8$86,018$29,652.20$23,733$408.75+$62.3KSWRBY
9$157,246$65,207.26$26,237$415.91+$131.0KSWRBY
10$328,788$160,534.69$28,968$422.61+$299.8KSWRBY

SWRBY vs SCHD: Complete Analysis 2026

SWRBYStock

Swire Pacific Limited engages in property, aviation, beverages, marine, and trading and industrial businesses in Hong Kong, Mainland China, rest of Asia, the United States, and internationally. The company's Property division develops, owns, and operates mixed-use properties. This division's property investment portfolio comprises office and retail premises, serviced apartments, other luxury residential accommodations, and commercial mixed-use developments; and trading portfolio consists of residential properties. It also owns and manages two hotels in Hong Kong and four hotels in Mainland China, as well as owns interests in the Mandarin Oriental hotel in the United States. The company's Aviation division provides flight catering and ramp, passenger and cargo services, and aircraft maintenance and modification services. As of December 31, 2021, it had a fleet of 234 aircraft. Its Beverages division owns rights to manufacture, market, and distribute refreshing soft drinks to consumers. The company's Trading & Industrial division retails and distributes footwear, apparel, and accessories through its 164 retail outlets; sells passenger cars, commercial vehicles, motorcycles, and scooters; operates a chain of 538 bakery stores; packages and sells sugar products under the Taikoo Sugar brand; and offers waste management services. The company was founded in 1816 and is based in Central, Hong Kong.

Full SWRBY 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.