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TAFI vs SCHD: Dividend Comparison 2026

TAFI yields 3.21% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SCHD wins by $4.4K in total portfolio value
10 years
TAFI
TAFI
● Live price
3.21%
Share price
$25.17
Annual div
$0.81
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$394.02
Full TAFI 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 — TAFI vs SCHD

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

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

Tax Bracket Optimizer

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

TAFI
Annual income on $10K today (after 15% tax)
$272.46/yr
After 10yr DRIP, annual income (after tax)
$334.92/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, SCHD beats the other by $27.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TAFI: 50%SCHD: 50%
100% SCHD50/50100% TAFI
Portfolio after 10yr
$26.8K
Annual income
$409.98/yr
Blended yield
1.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TAFI buys
0
SCHD buys
0
No recent congressional trades found for TAFI or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTAFISCHD
Forward yield3.21%3.46% ✓
Annual dividend / share$0.81$1.06 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.6K$29.0K ✓
Annual income after 10y$394.02$425.95 ✓
Total dividends collected$3.6K$3.9K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTAFI PortfolioTAFI Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,021$320.54$11,226$346.36$205.00 → SCHD
2$12,122$330.14$12,572$357.38$450.00 → SCHD
3$13,310$339.39$14,046$367.84$736.00 → SCHD
4$14,590$348.27$15,660$377.73$1.1K → SCHD
5$15,968$356.78$17,425$387.07$1.5K → SCHD
6$17,451$364.94$19,354$395.86$1.9K → SCHD
7$19,045$372.73$21,461$404.13$2.4K → SCHD
8$20,758$380.17$23,762$411.89$3.0K → SCHD
9$22,599$387.26$26,272$419.15$3.7K → SCHD
10$24,575$394.02$29,010$425.95$4.4K → SCHD

TAFI vs SCHD: Complete Analysis 2026

TAFI — Stock

An actively managed, short-duration municipal bond ETF that possesses enhanced flexibility to seek asset stability with a moderate rate of after-tax returns

Full TAFI 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.