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TSVCX vs SCHD: Dividend Comparison 2026

TSVCX yields 8.66% · SCHD yields 3.46%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TSVCX wins by $6.5K in total portfolio value
10 years
TSVCX
TSVCX
● Live price
8.66%
Share price
$10.20
Annual div
$0.88
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.5K
Annual income
$1,497.39
Full TSVCX 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 — TSVCX vs SCHD

📍 TSVCX 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 PeriodTSVCXSCHD
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, TSVCX + SCHD cover 0 of 12 monthsgood coverage

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

TSVCX
Annual income on $10K today (after 15% tax)
$736.50/yr
After 10yr DRIP, annual income (after tax)
$1,272.78/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, TSVCX beats the other by $910.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TSVCX: 50%SCHD: 50%
100% SCHD50/50100% TSVCX
Portfolio after 10yr
$32.3K
Annual income
$961.67/yr
Blended yield
2.98%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TSVCX buys
0
SCHD buys
0
No recent congressional trades found for TSVCX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTSVCXSCHD
Forward yield8.66%3.46%
Annual dividend / share$0.88$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.5K$29.0K
Annual income after 10y$1,497.39$425.95
Total dividends collected$11.8K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTSVCX PortfolioTSVCX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,566$866.47$11,226$346.36+$340.00TSVCX
2$13,313$936.64$12,572$357.38+$741.00TSVCX
3$15,252$1,007.52$14,046$367.84+$1.2KTSVCX
4$17,399$1,078.78$15,660$377.73+$1.7KTSVCX
5$19,767$1,150.09$17,425$387.07+$2.3KTSVCX
6$22,371$1,221.14$19,354$395.86+$3.0KTSVCX
7$25,229$1,291.65$21,461$404.13+$3.8KTSVCX
8$28,356$1,361.35$23,762$411.89+$4.6KTSVCX
9$31,771$1,430.00$26,272$419.15+$5.5KTSVCX
10$35,493$1,497.39$29,010$425.95+$6.5KTSVCX

TSVCX vs SCHD: Complete Analysis 2026

TSVCXStock

The fund seeks to achieve its investment objective by primarily investing at least 80% of its total assets in U.S. stocks with market capitalizations that fall within the range of companies included in the Russell 2000 Index (the "index"). It invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value; these stocks often have above-average dividend yields.

Full TSVCX 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.