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AOCIX vs DVY: Dividend Comparison 2026

AOCIX yields 5.10% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AOCIX wins by $3.0K in total portfolio value
10 years
AOCIX
AOCIX
● Live price
5.10%
Share price
$13.33
Annual div
$0.68
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$707.02
Full AOCIX 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 — AOCIX vs DVY

📍 AOCIX 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 PeriodAOCIXDVY
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, AOCIX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

AOCIX
Annual income on $10K today (after 15% tax)
$433.67/yr
After 10yr DRIP, annual income (after tax)
$600.97/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, AOCIX beats the other by $232.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AOCIX: 50%DVY: 50%
100% DVY50/50100% AOCIX
Portfolio after 10yr
$26.5K
Annual income
$569.96/yr
Blended yield
2.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AOCIX buys
0
DVY buys
0
No recent congressional trades found for AOCIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAOCIXDVY
Forward yield5.10% ✓3.46%
Annual dividend / share$0.68$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.0K ✓$25.0K
Annual income after 10y$707.02 ✓$432.91
Total dividends collected$6.1K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAOCIX PortfolioAOCIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,210$510.20$11,046$346.43+$164.00 → AOCIX
2$12,529$534.53$12,177$357.65+$352.00 → AOCIX
3$13,965$558.35$13,398$368.47+$567.00 → AOCIX
4$15,524$581.60$14,715$378.89+$809.00 → AOCIX
5$17,215$604.24$16,134$388.90+$1.1K → AOCIX
6$19,046$626.22$17,662$398.51+$1.4K → AOCIX
7$21,027$647.51$19,306$407.71+$1.7K → AOCIX
8$23,167$668.09$21,074$416.50+$2.1K → AOCIX
9$25,477$687.92$22,974$424.90+$2.5K → AOCIX
10$27,967$707.02$25,015$432.91+$3.0K → AOCIX

AOCIX vs DVY: Complete Analysis 2026

AOCIX — Stock

Seeks the highest total return consistent with its asset mix

Full AOCIX 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.