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WEEL vs SCHD: Dividend Comparison 2026

WEEL yields 13.25% · SCHD yields 3.46%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WEEL wins by $18.8K in total portfolio value
10 years
WEEL
WEEL
● Live price
13.25%
Share price
$19.25
Annual div
$2.55
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.8K
Annual income
$3,017.02
Full WEEL 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 — WEEL vs SCHD

📍 WEEL 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 PeriodWEELSCHD
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, WEEL + SCHD cover 0 of 12 monthsgood coverage

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

WEEL
Annual income on $10K today (after 15% tax)
$1,125.97/yr
After 10yr DRIP, annual income (after tax)
$2,564.47/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, WEEL beats the other by $2,202.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WEEL: 50%SCHD: 50%
100% SCHD50/50100% WEEL
Portfolio after 10yr
$38.4K
Annual income
$1,721.48/yr
Blended yield
4.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WEEL buys
0
SCHD buys
0
No recent congressional trades found for WEEL or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWEELSCHD
Forward yield13.25%3.46%
Annual dividend / share$2.55$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.8K$29.0K
Annual income after 10y$3,017.02$425.95
Total dividends collected$21.4K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWEEL PortfolioWEEL Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$12,025$1,324.68$11,226$346.36+$799.00WEEL
2$14,355$1,488.67$12,572$357.38+$1.8KWEEL
3$17,021$1,660.91$14,046$367.84+$3.0KWEEL
4$20,053$1,840.51$15,660$377.73+$4.4KWEEL
5$23,483$2,026.51$17,425$387.07+$6.1KWEEL
6$27,345$2,217.91$19,354$395.86+$8.0KWEEL
7$31,673$2,413.69$21,461$404.13+$10.2KWEEL
8$36,502$2,612.80$23,762$411.89+$12.7KWEEL
9$41,872$2,814.24$26,272$419.15+$15.6KWEEL
10$47,820$3,017.02$29,010$425.95+$18.8KWEEL

WEEL vs SCHD: Complete Analysis 2026

WEELStock

The fund is an actively managed ETF that seeks current income. The fund’s strategy consists of two main components: firstly, investing in a range of sector-specific ETFs and, in some instances, individual securities; and secondly, implementing an "option wheel strategy". The fund will primarily invest in different market sectors using sector ETFs. The fund is non-diversified.

Full WEEL 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.