HomeCompareTRULX vs SCHD

TRULX vs SCHD: Dividend Comparison 2026

TRULX yields 7.67% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TRULX wins by $4.2K in total portfolio value
10 years
TRULX
TRULX
● Live price
7.67%
Share price
$40.86
Annual div
$3.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.2K
Annual income
$1,247.78
Full TRULX 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 — TRULX vs SCHD

📍 TRULX 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 PeriodTRULXSCHD
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, TRULX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TRULX
Annual income on $10K today (after 15% tax)
$652.25/yr
After 10yr DRIP, annual income (after tax)
$1,060.61/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, TRULX beats the other by $698.56/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRULX: 50%SCHD: 50%
100% SCHD50/50100% TRULX
Portfolio after 10yr
$31.1K
Annual income
$836.86/yr
Blended yield
2.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRULX buys
0
SCHD buys
0
No recent congressional trades found for TRULX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRULXSCHD
Forward yield7.67%3.46%
Annual dividend / share$3.14$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.2K$29.0K
Annual income after 10y$1,247.78$425.95
Total dividends collected$10.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTRULX PortfolioTRULX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,467$767.35$11,226$346.36+$241.00TRULX
2$13,092$822.38$12,572$357.38+$520.00TRULX
3$14,886$877.50$14,046$367.84+$840.00TRULX
4$16,861$932.47$15,660$377.73+$1.2KTRULX
5$19,028$987.05$17,425$387.07+$1.6KTRULX
6$21,401$1,041.06$19,354$395.86+$2.0KTRULX
7$23,994$1,094.29$21,461$404.13+$2.5KTRULX
8$26,820$1,146.58$23,762$411.89+$3.1KTRULX
9$29,895$1,197.79$26,272$419.15+$3.6KTRULX
10$33,235$1,247.78$29,010$425.95+$4.2KTRULX

TRULX vs SCHD: Complete Analysis 2026

TRULXStock

The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the stocks of large-cap U.S. companies. It defines a large-cap company as one whose market cap is larger than the median market cap of companies in the Russell 1000® Index. The fund uses fundamental, bottom-up research and takes a core approach to stock selection, which includes both growth and value styles of investing.

Full TRULX 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 TRULX vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TRULX vs JEPITRULX vs OTRULX vs KOTRULX vs MAINTRULX vs VYMTRULX vs DGROTRULX vs VIGTRULX 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.