Forget SCHD: This Monthly Dividend Grower Beat It by 38%

Big Shift in Income Investing: A Monthly Dividend Grower Surpasses SCHD

The latest market data through June 2026 shows a monthly dividend growth fund delivering outsized gains compared with SCHD, the longtime wall‑staple for income investors. In plain terms, this monthly payer has outpaced SCHD by about 38 percentage points over the last decade, reframing how portfolios think about yield and growth.

Investors chasing steady checks and capital appreciation are increasingly asking whether a monthly dividend approach can outperform the classic SCHD strategy while maintaining risk discipline. Analysts say the answer hinges on a mix of price upside, dividend growth, and how the portfolio is structured to weather cycles.

To set the stage: SCHD has built its appeal on a rules‑based screen targeting durable dividends and solid balance sheets, with a modest expense ratio and a defensively tilted lineup. But the focus on “quality with a yield