Is BAGSX or DVY a better dividend investment in 2026?

BAGSX currently yields 3.75% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: BAGSX offers higher current income.

What is the dividend yield difference between BAGSX and DVY?

BAGSX has a forward dividend yield of 3.75% ($0.39/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 0.29 percentage points.

Home › Compare › BAGSX vs DVY

BAGSX vs DVY: Dividend Comparison 2026

BAGSX yields 3.75% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 BAGSX wins by $494.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

BAGSX

● Live price

3.75%

Share price

$10.27

Annual div

$0.39

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.5K

Annual income

$477.19

Full BAGSX 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 — BAGSX vs DVY

📍 BAGSX 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 Period	BAGSX	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%.

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Dividend Calendar Overlap

Combined, BAGSX + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BAGSX 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.

BAGSX

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

$318.75/yr

After 10yr DRIP, annual income (after tax)

$405.61/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, BAGSX beats the other by $37.64/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

BAGSX: 50%DVY: 50%

100% DVY50/50100% BAGSX

Portfolio after 10yr

$25.3K

Annual income

$455.04/yr

Blended yield

1.80%

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Analyst Conviction Gap

Where Wall Street is split right now

BAGSX

No analyst data

Price Target

$10.00

-2.6% upside vs current

Range: $10.00 — $10.00

DVY

No analyst data

Altman Z

307.5

Piotroski

1/9

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAGSX buys

DVY buys

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

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

MetricBAGSXDVY

Forward yield	3.75% ✓	3.46%
Annual dividend / share	$0.39	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$25.5K ✓	$25.0K
Annual income after 10y	$477.19 ✓	$432.91
Total dividends collected	$4.3K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BAGSX Portfolio	BAGSX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,075	$375.00	$11,046	$346.43	+$29.00 → BAGSX
2	$12,238	$388.15	$12,177	$357.65	+$61.00 → BAGSX
3	$13,496	$400.86	$13,398	$368.47	+$98.00 → BAGSX
4	$14,854	$413.13	$14,715	$378.89	+$139.00 → BAGSX
5	$16,319	$424.95	$16,134	$388.90	+$185.00 → BAGSX
6	$17,897	$436.31	$17,662	$398.51	+$235.00 → BAGSX
7	$19,597	$447.22	$19,306	$407.71	+$291.00 → BAGSX
8	$21,427	$457.66	$21,074	$416.50	+$353.00 → BAGSX
9	$23,394	$467.65	$22,974	$424.90	+$420.00 → BAGSX
10	$25,509	$477.19	$25,015	$432.91	+$494.00 → BAGSX

BAGSX vs DVY: Complete Analysis 2026

BAGSX — Stock

The investment seeks an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Bloomberg U.S. Aggregate Bond Index. The fund normally invests at least 80% of its net assets in the following types of U.S. dollar‑denominated debt obligations: U.S. government and other public‑sector entities; asset‑backed and mortgage‑backed obligations of U.S. and foreign issuers; corporate debt of U.S. and foreign issuers.

Full BAGSX 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.