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TOLIX vs SCHD: Dividend Comparison 2026

TOLIX yields 10.04% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TOLIX wins by $9.8K in total portfolio value
10 years
TOLIX
TOLIX
● Live price
10.04%
Share price
$16.68
Annual div
$1.68
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.9K
Annual income
$1,887.27
Full TOLIX 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 — TOLIX vs SCHD

📍 TOLIX 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 PeriodTOLIXSCHD
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, TOLIX + SCHD cover 0 of 12 monthsgood coverage

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

TOLIX
Annual income on $10K today (after 15% tax)
$853.57/yr
After 10yr DRIP, annual income (after tax)
$1,604.18/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, TOLIX beats the other by $1,242.12/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

TOLIX: 50%SCHD: 50%
100% SCHD50/50100% TOLIX
Portfolio after 10yr
$33.9K
Annual income
$1,156.61/yr
Blended yield
3.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TOLIX buys
0
SCHD buys
3
PoliticianChamberTickerTypeAmountDate
Virginia Foxx🏢 House$SCHD▼ Sell$50,001 - $100,0002023-03-08
Steve Cohen🏢 House$SCHD▲ Buy$50,001 - $100,0002022-07-29
Hakeem S. Jeffries🏢 House$SCHD▲ Buy$15,001 - $50,0002021-04-12
Mikie Sherrill🏢 House$SCHD▲ Buy$100,001 - $250,0002020-02-21
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTOLIXSCHD
Forward yield10.04%3.46%
Annual dividend / share$1.68$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.9K$29.0K
Annual income after 10y$1,887.27$425.95
Total dividends collected$14.4K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTOLIX PortfolioTOLIX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,704$1,004.20$11,226$346.36+$478.00TOLIX
2$13,622$1,098.44$12,572$357.38+$1.1KTOLIX
3$15,770$1,194.79$14,046$367.84+$1.7KTOLIX
4$18,167$1,292.72$15,660$377.73+$2.5KTOLIX
5$20,830$1,391.76$17,425$387.07+$3.4KTOLIX
6$23,780$1,491.41$19,354$395.86+$4.4KTOLIX
7$27,036$1,591.20$21,461$404.13+$5.6KTOLIX
8$30,619$1,690.71$23,762$411.89+$6.9KTOLIX
9$34,552$1,789.52$26,272$419.15+$8.3KTOLIX
10$38,858$1,887.27$29,010$425.95+$9.8KTOLIX

TOLIX vs SCHD: Complete Analysis 2026

TOLIXStock

The fund invests at least 80% of its net assets in the securities of U.S. and non-U.S. infrastructure-related companies. The adviser considers a company to be an infrastructure-related company if at least 50% of its non-cash assets are infrastructure assets or 50% of its gross income or net profits are derived, directly or indirectly, from the ownership, management, construction, operation, utilization or financing of infrastructure assets. The fund is non-diversified.

Full TOLIX 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.