HomeCompareWAMCX vs SCHD

WAMCX vs SCHD: Dividend Comparison 2026

WAMCX yields 6.82% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WAMCX wins by $2.4K in total portfolio value
10 years
WAMCX
WAMCX
● Live price
6.82%
Share price
$29.33
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.4K
Annual income
$1,051.77
Full WAMCX 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 — WAMCX vs SCHD

📍 WAMCX 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 PeriodWAMCXSCHD
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, WAMCX + SCHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WAMCX
Annual income on $10K today (after 15% tax)
$579.61/yr
After 10yr DRIP, annual income (after tax)
$894.00/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, WAMCX beats the other by $531.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WAMCX: 50%SCHD: 50%
100% SCHD50/50100% WAMCX
Portfolio after 10yr
$30.2K
Annual income
$738.85/yr
Blended yield
2.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WAMCX buys
0
SCHD buys
0
No recent congressional trades found for WAMCX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWAMCXSCHD
Forward yield6.82%3.46%
Annual dividend / share$2.00$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.4K$29.0K
Annual income after 10y$1,051.77$425.95
Total dividends collected$8.7K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWAMCX PortfolioWAMCX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,382$681.90$11,226$346.36+$156.00WAMCX
2$12,904$725.35$12,572$357.38+$332.00WAMCX
3$14,576$768.55$14,046$367.84+$530.00WAMCX
4$16,407$811.33$15,660$377.73+$747.00WAMCX
5$18,410$853.54$17,425$387.07+$985.00WAMCX
6$20,593$895.04$19,354$395.86+$1.2KWAMCX
7$22,970$935.71$21,461$404.13+$1.5KWAMCX
8$25,554$975.44$23,762$411.89+$1.8KWAMCX
9$28,357$1,014.15$26,272$419.15+$2.1KWAMCX
10$31,393$1,051.77$29,010$425.95+$2.4KWAMCX

WAMCX vs SCHD: Complete Analysis 2026

WAMCXStock

The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities, typically common stock, of smaller companies that the managers believe have the potential for rapid growth in earnings per share. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies. It may invest a large percentage of its assets in a few sectors. These sectors were information technology, health care, consumer discretionary, financials, and industrials.

Full WAMCX 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 WAMCX vs SCHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

WAMCX vs JEPIWAMCX vs OWAMCX vs KOWAMCX vs MAINWAMCX vs VYMWAMCX vs DGROWAMCX vs VIGWAMCX 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.