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ALZFX vs DVY: Dividend Comparison 2026

ALZFX yields 8.22% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ALZFX wins by $9.4K in total portfolio value
10 years
ALZFX
ALZFX
● Live price
8.22%
Share price
$98.35
Annual div
$8.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.5K
Annual income
$1,382.53
Full ALZFX 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 — ALZFX vs DVY

📍 ALZFX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodALZFXDVY
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, ALZFX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

ALZFX
Annual income on $10K today (after 15% tax)
$698.76/yr
After 10yr DRIP, annual income (after tax)
$1,175.15/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, ALZFX beats the other by $807.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ALZFX: 50%DVY: 50%
100% DVY50/50100% ALZFX
Portfolio after 10yr
$29.7K
Annual income
$907.71/yr
Blended yield
3.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ALZFX buys
0
DVY buys
0
No recent congressional trades found for ALZFX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricALZFXDVY
Forward yield8.22% ✓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$34.5K ✓$25.0K
Annual income after 10y$1,382.53 ✓$432.91
Total dividends collected$11.1K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearALZFX PortfolioALZFX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,522$822.07$11,046$346.43+$476.00 → ALZFX
2$13,214$885.23$12,177$357.65+$1.0K → ALZFX
3$15,088$948.80$13,398$368.47+$1.7K → ALZFX
4$17,156$1,012.47$14,715$378.89+$2.4K → ALZFX
5$19,433$1,075.96$16,134$388.90+$3.3K → ALZFX
6$21,932$1,139.03$17,662$398.51+$4.3K → ALZFX
7$24,669$1,201.42$19,306$407.71+$5.4K → ALZFX
8$27,659$1,262.93$21,074$416.50+$6.6K → ALZFX
9$30,918$1,323.35$22,974$424.90+$7.9K → ALZFX
10$34,465$1,382.53$25,015$432.91+$9.4K → ALZFX

ALZFX vs DVY: Complete Analysis 2026

ALZFX — 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 ALZFX 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.