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BTIIX vs DVY: Dividend Comparison 2026

BTIIX yields 13.77% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BTIIX wins by $24.4K in total portfolio value
10 years
BTIIX
BTIIX
● Live price
13.77%
Share price
$156.49
Annual div
$21.55
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.4K
Annual income
$3,235.06
Full BTIIX 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 — BTIIX vs DVY

📍 BTIIX 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 PeriodBTIIXDVY
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, BTIIX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BTIIX 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.

BTIIX
Annual income on $10K today (after 15% tax)
$1,170.49/yr
After 10yr DRIP, annual income (after tax)
$2,749.80/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, BTIIX beats the other by $2,381.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BTIIX: 50%DVY: 50%
100% DVY50/50100% BTIIX
Portfolio after 10yr
$37.2K
Annual income
$1,833.98/yr
Blended yield
4.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BTIIX buys
0
DVY buys
0
No recent congressional trades found for BTIIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBTIIXDVY
Forward yield13.77%3.46%
Annual dividend / share$21.55$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$49.4K$25.0K
Annual income after 10y$3,235.06$432.91
Total dividends collected$22.7K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBTIIX PortfolioBTIIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$12,077$1,377.05$11,046$346.43+$1.0KBTIIX
2$14,477$1,554.27$12,177$357.65+$2.3KBTIIX
3$17,231$1,741.21$13,398$368.47+$3.8KBTIIX
4$20,374$1,936.93$14,715$378.89+$5.7KBTIIX
5$23,941$2,140.42$16,134$388.90+$7.8KBTIIX
6$27,967$2,350.57$17,662$398.51+$10.3KBTIIX
7$32,491$2,566.25$19,306$407.71+$13.2KBTIIX
8$37,552$2,786.32$21,074$416.50+$16.5KBTIIX
9$43,190$3,009.63$22,974$424.90+$20.2KBTIIX
10$49,449$3,235.06$25,015$432.91+$24.4KBTIIX

BTIIX vs DVY: Complete Analysis 2026

BTIIXStock

Under normal circumstances, the adviser intends to invest at least 80% of assets, determined at the time of purchase, in stocks of companies included in the S&P 500® Index and in derivative instruments, such as futures contracts and options, that provide exposure to the stocks of companies in the index.

Full BTIIX 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.