HomeCompareVWNFX vs SCHD

VWNFX vs SCHD: Dividend Comparison 2026

VWNFX yields 11.58% · SCHD yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VWNFX wins by $14.0K in total portfolio value
10 years
VWNFX
VWNFX
● Live price
11.58%
Share price
$46.50
Annual div
$5.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.0K
Annual income
$2,389.49
Full VWNFX calculator →
SCHD
Schwab U.S. Dividend Equity ETF
● Live price
3.44%
Share price
$30.68
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$422.61
Full SCHD calculator →

Portfolio growth — VWNFX vs SCHD

📍 VWNFX 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 PeriodVWNFXSCHD
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, VWNFX + SCHD cover 0 of 12 monthsgood coverage

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

VWNFX
Annual income on $10K today (after 15% tax)
$984.70/yr
After 10yr DRIP, annual income (after tax)
$2,031.07/yr
SCHD
Annual income on $10K today (after 15% tax)
$292.49/yr
After 10yr DRIP, annual income (after tax)
$359.22/yr
At 15% tax rate, VWNFX beats the other by $1,671.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VWNFX: 50%SCHD: 50%
100% SCHD50/50100% VWNFX
Portfolio after 10yr
$36.0K
Annual income
$1,406.04/yr
Blended yield
3.91%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VWNFX buys
0
SCHD buys
0
No recent congressional trades found for VWNFX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVWNFXSCHD
Forward yield11.58%3.44%
Annual dividend / share$5.39$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$43.0K$29.0K
Annual income after 10y$2,389.49$422.61
Total dividends collected$17.6K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearVWNFX PortfolioVWNFX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,858$1,158.48$11,224$344.10+$634.00VWNFX
2$13,972$1,283.90$12,567$354.98+$1.4KVWNFX
3$16,364$1,413.81$14,038$365.30+$2.3KVWNFX
4$19,057$1,547.51$15,648$375.06+$3.4KVWNFX
5$22,076$1,684.28$17,410$384.27+$4.7KVWNFX
6$25,444$1,823.40$19,335$392.95+$6.1KVWNFX
7$29,190$1,964.16$21,437$401.10+$7.8KVWNFX
8$33,339$2,105.86$23,733$408.75+$9.6KVWNFX
9$37,920$2,247.84$26,237$415.91+$11.7KVWNFX
10$42,964$2,389.49$28,968$422.61+$14.0KVWNFX

VWNFX vs SCHD: Complete Analysis 2026

VWNFXStock

Like many individuals making a big purchase, Windsor II Fund’s investment managers are mindful of price. While this large-cap value stock fund carries the same risk associated with the stock market, this “value” conscious approach may provide a less bumpy ride. That said, the fund may not keep up in a strong bull market. If you have a long-term investment goal and want less market volatility than might be present in a more aggressive investment, the fund could be a good fit for you.

Full VWNFX 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.