Home › Compare › ADFIX vs DVY

ADFIX vs DVY: Dividend Comparison 2026

ADFIX yields 4.47% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ADFIX wins by $1.7K in total portfolio value
10 years
ADFIX
ADFIX
● Live price
4.47%
Share price
$9.14
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$595.22
Full ADFIX 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 — ADFIX vs DVY

📍 ADFIX 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 PeriodADFIXDVY
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, ADFIX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

ADFIX
Annual income on $10K today (after 15% tax)
$379.91/yr
After 10yr DRIP, annual income (after tax)
$505.94/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, ADFIX beats the other by $133.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ADFIX: 50%DVY: 50%
100% DVY50/50100% ADFIX
Portfolio after 10yr
$25.9K
Annual income
$516.50/yr
Blended yield
1.99%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ADFIX buys
0
DVY buys
0
No recent congressional trades found for ADFIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricADFIXDVY
Forward yield4.47% ✓3.50%
Annual dividend / share$0.41$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.8K ✓$25.1K
Annual income after 10y$595.22 ✓$437.78
Total dividends collected$5.2K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearADFIX PortfolioADFIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,147$446.96$11,050$349.62+$97.00 → ADFIX
2$12,393$465.63$12,184$361.04+$209.00 → ADFIX
3$13,744$483.81$13,409$372.07+$335.00 → ADFIX
4$15,208$501.46$14,730$382.68+$478.00 → ADFIX
5$16,791$518.56$16,154$392.89+$637.00 → ADFIX
6$18,501$535.08$17,688$402.69+$813.00 → ADFIX
7$20,347$551.02$19,338$412.07+$1.0K → ADFIX
8$22,338$566.36$21,113$421.04+$1.2K → ADFIX
9$24,483$581.09$23,020$429.61+$1.5K → ADFIX
10$26,792$595.22$25,070$437.78+$1.7K → ADFIX

ADFIX vs DVY: Complete Analysis 2026

ADFIX — Stock

Seeks to deliver high risk-adjusted returns through investment in investment-grade securities across multiple sectors

Full ADFIX Calculator →

DVY — ETF

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 →
📬

Get this ADFIX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

ADFIX vs SCHDADFIX vs JEPIADFIX vs OADFIX vs KOADFIX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.