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AGBVX vs DVY: Dividend Comparison 2026

AGBVX yields 4.06% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AGBVX wins by $980.00 in total portfolio value
10 years
AGBVX
AGBVX
● Live price
4.06%
Share price
$8.57
Annual div
$0.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.1K
Annual income
$526.41
Full AGBVX 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 — AGBVX vs DVY

📍 AGBVX 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 PeriodAGBVXDVY
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, AGBVX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

AGBVX
Annual income on $10K today (after 15% tax)
$344.86/yr
After 10yr DRIP, annual income (after tax)
$447.45/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, AGBVX beats the other by $75.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AGBVX: 50%DVY: 50%
100% DVY50/50100% AGBVX
Portfolio after 10yr
$25.6K
Annual income
$482.09/yr
Blended yield
1.89%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AGBVX buys
0
DVY buys
0
No recent congressional trades found for AGBVX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAGBVXDVY
Forward yield4.06% ✓3.50%
Annual dividend / share$0.35$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.1K ✓$25.1K
Annual income after 10y$526.41 ✓$437.78
Total dividends collected$4.7K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAGBVX PortfolioAGBVX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,106$405.72$11,050$349.62+$56.00 → AGBVX
2$12,304$421.10$12,184$361.04+$120.00 → AGBVX
3$13,602$436.02$13,409$372.07+$193.00 → AGBVX
4$15,004$450.46$14,730$382.68+$274.00 → AGBVX
5$16,519$464.41$16,154$392.89+$365.00 → AGBVX
6$18,153$477.84$17,688$402.69+$465.00 → AGBVX
7$19,914$490.76$19,338$412.07+$576.00 → AGBVX
8$21,812$503.16$21,113$421.04+$699.00 → AGBVX
9$23,853$515.04$23,020$429.61+$833.00 → AGBVX
10$26,050$526.41$25,070$437.78+$980.00 → AGBVX

AGBVX vs DVY: Complete Analysis 2026

AGBVX — Stock

Seeks long-term total return

Full AGBVX 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 →
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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.