Home › Compare › AGG vs DVY

AGG vs DVY: Dividend Comparison 2026

AGG yields 3.94% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AGG wins by $767.00 in total portfolio value
10 years
AGG
AGG
● Live price
3.94%
Share price
$99.04
Annual div
$3.90
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.8K
Annual income
$507.01
Full AGG 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 — AGG vs DVY

📍 AGG 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 PeriodAGGDVY
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, AGG + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

AGG
Annual income on $10K today (after 15% tax)
$334.68/yr
After 10yr DRIP, annual income (after tax)
$430.96/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, AGG beats the other by $58.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AGG: 50%DVY: 50%
100% DVY50/50100% AGG
Portfolio after 10yr
$25.5K
Annual income
$472.39/yr
Blended yield
1.86%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AGG buys
0
DVY buys
0
No recent congressional trades found for AGG or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAGGDVY
Forward yield3.94% ✓3.50%
Annual dividend / share$3.90$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.8K ✓$25.1K
Annual income after 10y$507.01 ✓$437.78
Total dividends collected$4.5K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorETFETF

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

YearAGG PortfolioAGG Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,094$393.74$11,050$349.62+$44.00 → AGG
2$12,279$408.23$12,184$361.04+$95.00 → AGG
3$13,560$422.27$13,409$372.07+$151.00 → AGG
4$14,945$435.84$14,730$382.68+$215.00 → AGG
5$16,440$448.93$16,154$392.89+$286.00 → AGG
6$18,053$461.53$17,688$402.69+$365.00 → AGG
7$19,790$473.64$19,338$412.07+$452.00 → AGG
8$21,661$485.25$21,113$421.04+$548.00 → AGG
9$23,673$496.37$23,020$429.61+$653.00 → AGG
10$25,837$507.01$25,070$437.78+$767.00 → AGG

AGG vs DVY: Complete Analysis 2026

AGG — ETF

The iShares Core U.S. Aggregate Bond ETF seeks to track the investment results of an index composed of the total U.S. investment-grade bond market.

Full AGG 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 AGG vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AGG vs SCHDAGG vs JEPIAGG vs OAGG vs KOAGG 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.