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BREE vs DVY: Dividend Comparison 2026

BREE yields 9.22% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BREE wins by $11.7K in total portfolio value
10 years
BREE
BREE
● Live price
9.22%
Share price
$21.70
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.8K
Annual income
$1,647.38
Full BREE 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 — BREE vs DVY

📍 BREE 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 PeriodBREEDVY
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, BREE + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

BREE
Annual income on $10K today (after 15% tax)
$783.41/yr
After 10yr DRIP, annual income (after tax)
$1,400.27/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, BREE beats the other by $1,028.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BREE: 50%DVY: 50%
100% DVY50/50100% BREE
Portfolio after 10yr
$30.9K
Annual income
$1,042.58/yr
Blended yield
3.37%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BREE buys
0
DVY buys
0
No recent congressional trades found for BREE or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBREEDVY
Forward yield9.22% ✓3.50%
Annual dividend / share$2.00$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.8K ✓$25.1K
Annual income after 10y$1,647.38 ✓$437.78
Total dividends collected$12.9K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBREE PortfolioBREE Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,622$921.66$11,050$349.62+$572.00 → BREE
2$13,436$1,001.05$12,184$361.04+$1.3K → BREE
3$15,458$1,081.63$13,409$372.07+$2.0K → BREE
4$17,703$1,163.01$14,730$382.68+$3.0K → BREE
5$20,188$1,244.78$16,154$392.89+$4.0K → BREE
6$22,927$1,326.58$17,688$402.69+$5.2K → BREE
7$25,940$1,408.05$19,338$412.07+$6.6K → BREE
8$29,245$1,488.87$21,113$421.04+$8.1K → BREE
9$32,861$1,568.74$23,020$429.61+$9.8K → BREE
10$36,808$1,647.38$25,070$437.78+$11.7K → BREE

BREE vs DVY: Complete Analysis 2026

BREE — Stock

EVPF is an actively managed ETF that invests primarily in preferred securities and other income-producing instruments. The portfolio emphasizes preferred and hybrid securities, often issued by financial services companies, in pursuit of income and total return.

Full BREE 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.