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WPOIX vs SCHD: Dividend Comparison 2026

WPOIX yields 6.39% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WPOIX wins by $1.5K in total portfolio value
10 years
WPOIX
WPOIX
● Live price
6.39%
Share price
$10.41
Annual div
$0.67
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.5K
Annual income
$959.66
Full WPOIX 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 — WPOIX vs SCHD

📍 WPOIX 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 PeriodWPOIXSCHD
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, WPOIX + SCHD cover 0 of 12 monthsgood coverage

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

WPOIX
Annual income on $10K today (after 15% tax)
$543.13/yr
After 10yr DRIP, annual income (after tax)
$815.71/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, WPOIX beats the other by $453.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WPOIX: 50%SCHD: 50%
100% SCHD50/50100% WPOIX
Portfolio after 10yr
$29.8K
Annual income
$692.80/yr
Blended yield
2.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WPOIX buys
0
SCHD buys
0
No recent congressional trades found for WPOIX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWPOIXSCHD
Forward yield6.39%3.46%
Annual dividend / share$0.67$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.5K$29.0K
Annual income after 10y$959.66$425.95
Total dividends collected$8.0K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWPOIX PortfolioWPOIX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,339$638.98$11,226$346.36+$113.00WPOIX
2$12,810$677.14$12,572$357.38+$238.00WPOIX
3$14,421$714.93$14,046$367.84+$375.00WPOIX
4$16,183$752.22$15,660$377.73+$523.00WPOIX
5$18,105$788.89$17,425$387.07+$680.00WPOIX
6$20,197$824.83$19,354$395.86+$843.00WPOIX
7$22,471$859.95$21,461$404.13+$1.0KWPOIX
8$24,938$894.17$23,762$411.89+$1.2KWPOIX
9$27,611$927.43$26,272$419.15+$1.3KWPOIX
10$30,503$959.66$29,010$425.95+$1.5KWPOIX

WPOIX vs SCHD: Complete Analysis 2026

WPOIXStock

The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It invests in long positions in stocks and other securities, when the managers anticipate that the value of such securities will increase. The fund also invests in short positions in stocks and other securities, including short sales of exchange traded funds, when the managers anticipate a decline in the value of such securities.

Full WPOIX 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.