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BALI vs DVY: Dividend Comparison 2026

BALI yields 8.75% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BALI wins by $10.7K in total portfolio value
10 years
BALI
BALI
● Live price
8.75%
Share price
$30.77
Annual div
$2.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.7K
Annual income
$1,521.28
Full BALI calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — BALI vs DVY

📍 BALI 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 PeriodBALIDVY
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, BALI + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

BALI
Annual income on $10K today (after 15% tax)
$744.14/yr
After 10yr DRIP, annual income (after tax)
$1,293.09/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, BALI beats the other by $925.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BALI: 50%DVY: 50%
100% DVY50/50100% BALI
Portfolio after 10yr
$30.4K
Annual income
$977.09/yr
Blended yield
3.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BALI buys
0
DVY buys
0
No recent congressional trades found for BALI or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBALIDVY
Forward yield8.75% ✓3.46%
Annual dividend / share$2.69$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.7K ✓$25.0K
Annual income after 10y$1,521.28 ✓$432.91
Total dividends collected$12.0K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBALI PortfolioBALI Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,575$875.46$11,046$346.43+$529.00 → BALI
2$13,333$947.09$12,177$357.65+$1.2K → BALI
3$15,286$1,019.51$13,398$368.47+$1.9K → BALI
4$17,448$1,092.37$14,715$378.89+$2.7K → BALI
5$19,835$1,165.33$16,134$388.90+$3.7K → BALI
6$22,461$1,238.07$17,662$398.51+$4.8K → BALI
7$25,344$1,310.29$19,306$407.71+$6.0K → BALI
8$28,500$1,381.73$21,074$416.50+$7.4K → BALI
9$31,947$1,452.13$22,974$424.90+$9.0K → BALI
10$35,704$1,521.28$25,015$432.91+$10.7K → BALI

BALI vs DVY: Complete Analysis 2026

BALI — Stock

The iShares U.S. Large Cap Premium Income Active ETF seeks consistent income with lower volatility than the broader U.S. equity market.

Full BALI 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.