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BDAFX vs DVY: Dividend Comparison 2026

BDAFX yields 0.01% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $5.4K in total portfolio value
10 years
BDAFX
BDAFX
● Live price
0.01%
Share price
$28.78
Annual div
$0.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.7K
Annual income
$0.70
Full BDAFX 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 — BDAFX vs DVY

📍 DVY 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 PeriodBDAFXDVY
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, BDAFX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

BDAFX
Annual income on $10K today (after 15% tax)
$0.59/yr
After 10yr DRIP, annual income (after tax)
$0.60/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, DVY beats the other by $371.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BDAFX: 50%DVY: 50%
100% DVY50/50100% BDAFX
Portfolio after 10yr
$22.4K
Annual income
$219.24/yr
Blended yield
0.98%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BDAFX buys
0
DVY buys
0
No recent congressional trades found for BDAFX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBDAFXDVY
Forward yield0.01%3.50% ✓
Annual dividend / share$0.00$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$19.7K$25.1K ✓
Annual income after 10y$0.70$437.78 ✓
Total dividends collected$7.00 ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBDAFX PortfolioBDAFX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,701$0.69$11,050$349.62$349.00 → DVY
2$11,450$0.69$12,184$361.04$734.00 → DVY
3$12,253$0.70$13,409$372.07$1.2K → DVY
4$13,111$0.70$14,730$382.68$1.6K → DVY
5$14,030$0.70$16,154$392.89$2.1K → DVY
6$15,012$0.70$17,688$402.69$2.7K → DVY
7$16,064$0.70$19,338$412.07$3.3K → DVY
8$17,189$0.70$21,113$421.04$3.9K → DVY
9$18,393$0.70$23,020$429.61$4.6K → DVY
10$19,681$0.70$25,070$437.78$5.4K → DVY

BDAFX vs DVY: Complete Analysis 2026

BDAFX — Stock

The fund invests primarily in equity securities in the form of common stock of U.S. large-sized companies. The Adviser seeks to invest primarily in what the adviser believes are unique, well-managed, competitively advantaged businesses that generate significant excess free cash flow that is consistently returned to shareholders in the form of stock buybacks and/or dividends.

Full BDAFX 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.