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ASDVX vs DVY: Dividend Comparison 2026

ASDVX yields 4.88% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ASDVX wins by $2.5K in total portfolio value
10 years
ASDVX
ASDVX
● Live price
4.88%
Share price
$8.96
Annual div
$0.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$666.71
Full ASDVX 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 — ASDVX vs DVY

📍 ASDVX 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 PeriodASDVXDVY
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, ASDVX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

ASDVX
Annual income on $10K today (after 15% tax)
$414.72/yr
After 10yr DRIP, annual income (after tax)
$566.70/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, ASDVX beats the other by $194.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ASDVX: 50%DVY: 50%
100% DVY50/50100% ASDVX
Portfolio after 10yr
$26.3K
Annual income
$552.24/yr
Blended yield
2.10%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ASDVX buys
0
DVY buys
0
No recent congressional trades found for ASDVX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricASDVXDVY
Forward yield4.88% ✓3.50%
Annual dividend / share$0.44$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K ✓$25.1K
Annual income after 10y$666.71 ✓$437.78
Total dividends collected$5.8K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearASDVX PortfolioASDVX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,188$487.90$11,050$349.62+$138.00 → ASDVX
2$12,481$510.15$12,184$361.04+$297.00 → ASDVX
3$13,887$531.89$13,409$372.07+$478.00 → ASDVX
4$15,412$553.07$14,730$382.68+$682.00 → ASDVX
5$17,064$573.66$16,154$392.89+$910.00 → ASDVX
6$18,853$593.62$17,688$402.69+$1.2K → ASDVX
7$20,785$612.91$19,338$412.07+$1.4K → ASDVX
8$22,872$631.54$21,113$421.04+$1.8K → ASDVX
9$25,122$649.47$23,020$429.61+$2.1K → ASDVX
10$27,547$666.71$25,070$437.78+$2.5K → ASDVX

ASDVX vs DVY: Complete Analysis 2026

ASDVX — Stock

Seeks income. As a secondary objective, the fund seeks long-term capital appreciation

Full ASDVX 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.