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ALAFX vs DVY: Dividend Comparison 2026

ALAFX yields 8.73% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ALAFX wins by $10.6K in total portfolio value
10 years
ALAFX
ALAFX
● Live price
8.73%
Share price
$92.60
Annual div
$8.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.6K
Annual income
$1,515.04
Full ALAFX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — ALAFX vs DVY

📍 ALAFX 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 PeriodALAFXDVY
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, ALAFX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

ALAFX
Annual income on $10K today (after 15% tax)
$742.15/yr
After 10yr DRIP, annual income (after tax)
$1,287.78/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, ALAFX beats the other by $919.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ALAFX: 50%DVY: 50%
100% DVY50/50100% ALAFX
Portfolio after 10yr
$30.3K
Annual income
$973.97/yr
Blended yield
3.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ALAFX buys
0
DVY buys
0
No recent congressional trades found for ALAFX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricALAFXDVY
Forward yield8.73% ✓3.46%
Annual dividend / share$8.09 ✓$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.6K ✓$25.0K
Annual income after 10y$1,515.04 ✓$432.91
Total dividends collected$12.0K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearALAFX PortfolioALAFX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,573$873.12$11,046$346.43+$527.00 → ALAFX
2$13,328$944.37$12,177$357.65+$1.2K → ALAFX
3$15,277$1,016.39$13,398$368.47+$1.9K → ALAFX
4$17,435$1,088.83$14,715$378.89+$2.7K → ALAFX
5$19,817$1,161.35$16,134$388.90+$3.7K → ALAFX
6$22,438$1,233.65$17,662$398.51+$4.8K → ALAFX
7$25,314$1,305.42$19,306$407.71+$6.0K → ALAFX
8$28,462$1,376.41$21,074$416.50+$7.4K → ALAFX
9$31,901$1,446.35$22,974$424.90+$8.9K → ALAFX
10$35,649$1,515.04$25,015$432.91+$10.6K → ALAFX

ALAFX vs DVY: Complete Analysis 2026

ALAFX — Stock

The advisor intends to invest a substantial portion of its assets in a smaller number of issuers. Generally, the fund will own approximately 50 holdings. Fund holdings may occasionally differ from this number for a variety of reasons. The fund may engage in active trading of portfolio securities.

Full ALAFX 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.