HomeCompareAALTX vs DVY

AALTX vs DVY: Dividend Comparison 2026

AALTX yields 6.16% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AALTX wins by $5.0K in total portfolio value
10 years
AALTX
AALTX
● Live price
6.16%
Share price
$22.23
Annual div
$1.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.0K
Annual income
$911.48
Full AALTX calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — AALTX vs DVY

📍 AALTX 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 PeriodAALTXDVY
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, AALTX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

AALTX
Annual income on $10K today (after 15% tax)
$523.38/yr
After 10yr DRIP, annual income (after tax)
$774.76/yr
DVY
Annual income on $10K today (after 15% tax)
$297.17/yr
After 10yr DRIP, annual income (after tax)
$372.11/yr
At 15% tax rate, AALTX beats the other by $402.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AALTX + DVY for your $10,000?

AALTX: 50%DVY: 50%
100% DVY50/50100% AALTX
Portfolio after 10yr
$27.6K
Annual income
$674.63/yr
Blended yield
2.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AALTX buys
0
DVY buys
0
No recent congressional trades found for AALTX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAALTXDVY
Forward yield6.16%3.50%
Annual dividend / share$1.37$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.0K$25.1K
Annual income after 10y$911.48$437.78
Total dividends collected$7.7K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: AALTX vs DVY ($10,000, DRIP)

YearAALTX PortfolioAALTX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,316$615.74$11,050$349.62+$266.00AALTX
2$12,759$651.18$12,184$361.04+$575.00AALTX
3$14,338$686.20$13,409$372.07+$929.00AALTX
4$16,063$720.69$14,730$382.68+$1.3KAALTX
5$17,942$754.54$16,154$392.89+$1.8KAALTX
6$19,985$787.67$17,688$402.69+$2.3KAALTX
7$22,204$819.99$19,338$412.07+$2.9KAALTX
8$24,610$851.43$21,113$421.04+$3.5KAALTX
9$27,215$881.94$23,020$429.61+$4.2KAALTX
10$30,031$911.48$25,070$437.78+$5.0KAALTX

AALTX vs DVY: Complete Analysis 2026

AALTXStock

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Full AALTX Calculator →

DVYETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY 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.