HomeCompareVEXPX vs SCHD

VEXPX vs SCHD: Dividend Comparison 2026

VEXPX yields 7.67% · SCHD yields 3.45%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VEXPX wins by $4.2K in total portfolio value
10 years
VEXPX
VEXPX
● Live price
7.67%
Share price
$110.50
Annual div
$8.48
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.2K
Annual income
$1,247.32
Full VEXPX calculator →
SCHD
Schwab U.S. Dividend Equity ETF
● Live price
3.45%
Share price
$30.62
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$423.69
Full SCHD calculator →

Portfolio growth — VEXPX vs SCHD

📍 VEXPX 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 PeriodVEXPXSCHD
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, VEXPX + SCHD cover 0 of 12 monthsgood coverage

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

VEXPX
Annual income on $10K today (after 15% tax)
$652.09/yr
After 10yr DRIP, annual income (after tax)
$1,060.22/yr
SCHD
Annual income on $10K today (after 15% tax)
$293.11/yr
After 10yr DRIP, annual income (after tax)
$360.14/yr
At 15% tax rate, VEXPX beats the other by $700.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VEXPX: 50%SCHD: 50%
100% SCHD50/50100% VEXPX
Portfolio after 10yr
$31.1K
Annual income
$835.50/yr
Blended yield
2.69%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VEXPX 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 →
MetricVEXPXSCHD
Forward yield7.67%3.45%
Annual dividend / share$8.48$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$1,247.32$423.69
Total dividends collected$10.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearVEXPX PortfolioVEXPX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,467$767.16$11,225$344.83+$242.00VEXPX
2$13,092$822.16$12,568$355.76+$524.00VEXPX
3$14,886$877.25$14,041$366.12+$845.00VEXPX
4$16,860$932.19$15,652$375.93+$1.2KVEXPX
5$19,027$986.75$17,415$385.18+$1.6KVEXPX
6$21,399$1,040.72$19,341$393.89+$2.1KVEXPX
7$23,991$1,093.92$21,445$402.08+$2.5KVEXPX
8$26,817$1,146.18$23,742$409.76+$3.1KVEXPX
9$29,891$1,197.36$26,248$416.96+$3.6KVEXPX
10$33,231$1,247.32$28,982$423.69+$4.2KVEXPX

VEXPX vs SCHD: Complete Analysis 2026

VEXPXStock

This fund seeks to identify small and midsize companies with growth potential. Because it focuses on small and mid-size companies, the fund tends to be more unpredictable than stock funds that focus on larger companies. However, the fund’s use of multiple advisors with diverse strategies, and its broad exposure to more than 500 stocks, can help reduce—but not eliminate—risk that may come from investing in this often-volatile segment of the market. This fund may be considered complementary to a well-diversified, long-term portfolio.

Full VEXPX 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.