HomeCompareASMOX vs DVY

ASMOX vs DVY: Dividend Comparison 2026

ASMOX yields 8.39% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ASMOX wins by $9.8K in total portfolio value
10 years
ASMOX
ASMOX
● Live price
8.39%
Share price
$20.17
Annual div
$1.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.8K
Annual income
$1,424.53
Full ASMOX 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 — ASMOX vs DVY

📍 ASMOX 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 PeriodASMOXDVY
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%.
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Dividend Calendar Overlap

Combined, ASMOX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
ASMOX pays
DVY pays
Both pay
Neither
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Tax Bracket Optimizer

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

ASMOX
Annual income on $10K today (after 15% tax)
$712.76/yr
After 10yr DRIP, annual income (after tax)
$1,210.85/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, ASMOX beats the other by $838.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ASMOX: 50%DVY: 50%
100% DVY50/50100% ASMOX
Portfolio after 10yr
$30.0K
Annual income
$931.16/yr
Blended yield
3.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ASMOX buys
0
DVY buys
0
No recent congressional trades found for ASMOX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricASMOXDVY
Forward yield8.39%3.50%
Annual dividend / share$1.69$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.8K$25.1K
Annual income after 10y$1,424.53$437.78
Total dividends collected$11.3K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearASMOX PortfolioASMOX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,539$838.54$11,050$349.62+$489.00ASMOX
2$13,250$904.25$12,184$361.04+$1.1KASMOX
3$15,149$970.48$13,409$372.07+$1.7KASMOX
4$17,246$1,036.91$14,730$382.68+$2.5KASMOX
5$19,556$1,103.24$16,154$392.89+$3.4KASMOX
6$22,094$1,169.20$17,688$402.69+$4.4KASMOX
7$24,876$1,234.53$19,338$412.07+$5.5KASMOX
8$27,916$1,299.00$21,113$421.04+$6.8KASMOX
9$31,232$1,362.39$23,020$429.61+$8.2KASMOX
10$34,843$1,424.53$25,070$437.78+$9.8KASMOX

ASMOX vs DVY: Complete Analysis 2026

ASMOXStock

The investment seeks long-term capital appreciation. The fund pursues a momentum investment style by investing primarily in equity or equity-related securities (including, but not limited to, exchange-traded funds, equity index futures and real estate investment trusts) of small-cap companies traded on a principal U.S. exchange or over-the-counter market that the Adviser determines to have positive momentum. Under normal market circumstances, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in small-cap U.S. companies. The fund invests significantly in common stocks.

Full ASMOX Calculator →

DVYETF

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.