Is ASCTX or DVY a better dividend investment in 2026?

ASCTX currently yields 14.55% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: ASCTX offers higher current income.

What is the dividend yield difference between ASCTX and DVY?

ASCTX has a forward dividend yield of 14.55% ($2.00/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 11.09 percentage points.

Home › Compare › ASCTX vs DVY

ASCTX vs DVY: Dividend Comparison 2026

ASCTX yields 14.55% · DVY yields 3.46%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 ASCTX wins by $26.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

ASCTX

● Live price

14.55%

Share price

$13.75

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$52.0K

Annual income

$3,576.85

Full ASCTX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — ASCTX vs DVY

📍 ASCTX 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 Period	ASCTX	DVY
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, ASCTX + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

ASCTX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

ASCTX

Annual income on $10K today (after 15% tax)

$1,236.36/yr

After 10yr DRIP, annual income (after tax)

$3,040.32/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, ASCTX beats the other by $2,672.35/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

ASCTX: 50%DVY: 50%

100% DVY50/50100% ASCTX

Portfolio after 10yr

$38.5K

Annual income

$2,004.87/yr

Blended yield

5.21%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ASCTX buys

DVY buys

No recent congressional trades found for ASCTX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricASCTXDVY

Forward yield	14.55% ✓	3.46%
Annual dividend / share	$2.00	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$52.0K ✓	$25.0K
Annual income after 10y	$3,576.85 ✓	$432.91
Total dividends collected	$24.7K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	ASCTX Portfolio	ASCTX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$12,155	$1,454.55	$11,046	$346.43	+$1.1K → ASCTX
2	$14,658	$1,652.27	$12,177	$357.65	+$2.5K → ASCTX
3	$17,546	$1,862.19	$13,398	$368.47	+$4.1K → ASCTX
4	$20,857	$2,083.29	$14,715	$378.89	+$6.1K → ASCTX
5	$24,632	$2,314.47	$16,134	$388.90	+$8.5K → ASCTX
6	$28,911	$2,554.50	$17,662	$398.51	+$11.2K → ASCTX
7	$33,736	$2,802.09	$19,306	$407.71	+$14.4K → ASCTX
8	$39,154	$3,055.90	$21,074	$416.50	+$18.1K → ASCTX
9	$45,209	$3,314.60	$22,974	$424.90	+$22.2K → ASCTX
10	$51,951	$3,576.85	$25,015	$432.91	+$26.9K → ASCTX

ASCTX vs DVY: Complete Analysis 2026

ASCTX — Stock

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks and other equity securities of small-cap companies. Small-cap companies are those with a market capitalization at the time of purchase of less than $5 billion or otherwise within the range of capitalizations of companies in the Russell 2000 ®Index, the S&P Small Cap 600 Index, or the Dow Jones U.S. Small-Cap Total Stock Market Index. It may also invest in real estate investment trusts (“REITs”).

Full ASCTX 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 ASCTX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

ASCTX vs SCHD ASCTX vs JEPI ASCTX vs O ASCTX vs KO ASCTX 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.