Home › Compare › APOIX vs DVY

APOIX vs DVY: Dividend Comparison 2026

APOIX yields 3.96% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 APOIX wins by $799.00 in total portfolio value
10 years
APOIX
APOIX
● Live price
3.96%
Share price
$10.46
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.9K
Annual income
$509.85
Full APOIX 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 — APOIX vs DVY

📍 APOIX 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 PeriodAPOIXDVY
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, APOIX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

APOIX
Annual income on $10K today (after 15% tax)
$336.18/yr
After 10yr DRIP, annual income (after tax)
$433.37/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, APOIX beats the other by $61.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APOIX: 50%DVY: 50%
100% DVY50/50100% APOIX
Portfolio after 10yr
$25.5K
Annual income
$473.82/yr
Blended yield
1.86%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APOIX buys
0
DVY buys
0
No recent congressional trades found for APOIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPOIXDVY
Forward yield3.96% ✓3.50%
Annual dividend / share$0.41$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.9K ✓$25.1K
Annual income after 10y$509.85 ✓$437.78
Total dividends collected$4.6K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAPOIX PortfolioAPOIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,096$395.51$11,050$349.62+$46.00 → APOIX
2$12,282$410.13$12,184$361.04+$98.00 → APOIX
3$13,566$424.29$13,409$372.07+$157.00 → APOIX
4$14,954$437.99$14,730$382.68+$224.00 → APOIX
5$16,452$451.21$16,154$392.89+$298.00 → APOIX
6$18,068$463.93$17,688$402.69+$380.00 → APOIX
7$19,808$476.16$19,338$412.07+$470.00 → APOIX
8$21,683$487.89$21,113$421.04+$570.00 → APOIX
9$23,700$499.12$23,020$429.61+$680.00 → APOIX
10$25,869$509.85$25,070$437.78+$799.00 → APOIX

APOIX vs DVY: Complete Analysis 2026

APOIX — Stock

Pursues total return using a strategy that seeks to protect against U.S. inflation

Full APOIX 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 APOIX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

APOIX vs SCHDAPOIX vs JEPIAPOIX vs OAPOIX vs KOAPOIX 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.