Is ADKSX or DVY a better dividend investment in 2026?

ADKSX currently yields 8.20% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: ADKSX offers higher current income.

What is the dividend yield difference between ADKSX and DVY?

ADKSX has a forward dividend yield of 8.20% ($2.71/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 4.74 percentage points.

Home › Compare › ADKSX vs DVY

ADKSX vs DVY: Dividend Comparison 2026

ADKSX yields 8.20% · DVY yields 3.46%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 ADKSX wins by $9.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

ADKSX

● Live price

8.20%

Share price

$33.02

Annual div

$2.71

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$34.4K

Annual income

$1,376.91

Full ADKSX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — ADKSX vs DVY

📍 ADKSX 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 Period	ADKSX	DVY
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, ADKSX + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

ADKSX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

ADKSX

Annual income on $10K today (after 15% tax)

$696.87/yr

After 10yr DRIP, annual income (after tax)

$1,170.37/yr

DVY

Annual income on $10K today (after 15% tax)

$294.47/yr

After 10yr DRIP, annual income (after tax)

$367.97/yr

At 15% tax rate, ADKSX beats the other by $802.40/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

ADKSX: 50%DVY: 50%

100% DVY50/50100% ADKSX

Portfolio after 10yr

$29.7K

Annual income

$904.91/yr

Blended yield

3.05%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ADKSX buys

DVY buys

No recent congressional trades found for ADKSX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricADKSXDVY

Forward yield	8.20% ✓	3.46%
Annual dividend / share	$2.71	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$34.4K ✓	$25.0K
Annual income after 10y	$1,376.91 ✓	$432.91
Total dividends collected	$11.0K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	ADKSX Portfolio	ADKSX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,520	$819.85	$11,046	$346.43	+$474.00 → ADKSX
2	$13,209	$882.67	$12,177	$357.65	+$1.0K → ADKSX
3	$15,079	$945.88	$13,398	$368.47	+$1.7K → ADKSX
4	$17,144	$1,009.18	$14,715	$378.89	+$2.4K → ADKSX
5	$19,417	$1,072.30	$16,134	$388.90	+$3.3K → ADKSX
6	$21,911	$1,134.98	$17,662	$398.51	+$4.2K → ADKSX
7	$24,641	$1,196.98	$19,306	$407.71	+$5.3K → ADKSX
8	$27,624	$1,258.10	$21,074	$416.50	+$6.5K → ADKSX
9	$30,876	$1,318.13	$22,974	$424.90	+$7.9K → ADKSX
10	$34,414	$1,376.91	$25,015	$432.91	+$9.4K → ADKSX

ADKSX vs DVY: Complete Analysis 2026

ADKSX — Stock

The fund seeks to achieve its objective by investing in a diversified portfolio of undervalued common stocks of small capitalization companies as determined by the fund's investment advisor. Small capitalization companies are defined by the investment advisor as issuers that, have a market capitalization that is within or below the range of companies in the Russell 2000 Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in common stocks of small capitalization companies. The fund may invest up to 15% of its total assets in sponsored ADRs issued by foreign companies.

Full ADKSX 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 ADKSX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

ADKSX vs SCHD ADKSX vs JEPI ADKSX vs O ADKSX vs KO ADKSX 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.