HomeCompareBVEIX vs DVY

BVEIX vs DVY: Dividend Comparison 2026

BVEIX yields 10.01% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BVEIX wins by $13.7K in total portfolio value
10 years
BVEIX
BVEIX
● Live price
10.01%
Share price
$20.24
Annual div
$2.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.8K
Annual income
$1,877.36
Full BVEIX 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 — BVEIX vs DVY

📍 BVEIX 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 PeriodBVEIXDVY
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, BVEIX + DVY cover 0 of 12 monthsgood coverage

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

BVEIX
Annual income on $10K today (after 15% tax)
$850.78/yr
After 10yr DRIP, annual income (after tax)
$1,595.76/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, BVEIX beats the other by $1,223.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BVEIX: 50%DVY: 50%
100% DVY50/50100% BVEIX
Portfolio after 10yr
$31.9K
Annual income
$1,157.57/yr
Blended yield
3.63%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BVEIX buys
0
DVY buys
0
No recent congressional trades found for BVEIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBVEIXDVY
Forward yield10.01%3.50%
Annual dividend / share$2.03$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.8K$25.1K
Annual income after 10y$1,877.36$437.78
Total dividends collected$14.4K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBVEIX PortfolioBVEIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,701$1,000.91$11,050$349.62+$651.00BVEIX
2$13,615$1,094.54$12,184$361.04+$1.4KBVEIX
3$15,758$1,190.23$13,409$372.07+$2.3KBVEIX
4$18,148$1,287.48$14,730$382.68+$3.4KBVEIX
5$20,804$1,385.79$16,154$392.89+$4.7KBVEIX
6$23,745$1,484.69$17,688$402.69+$6.1KBVEIX
7$26,991$1,583.71$19,338$412.07+$7.7KBVEIX
8$30,563$1,682.42$21,113$421.04+$9.4KBVEIX
9$34,483$1,780.43$23,020$429.61+$11.5KBVEIX
10$38,774$1,877.36$25,070$437.78+$13.7KBVEIX

BVEIX vs DVY: Complete Analysis 2026

BVEIXStock

The fund employs a value strategy and invests primarily in common and preferred stocks whose market prices do not reflect their true values, as determined by the Advisor. The Advisor utilizes a bottom-up approach to stock selection, focusing on company fundamentals. The Advisor typically invests in companies with sound fundamentals that the Advisor believes are selling at discounted valuations and have low price-to-earnings ("P/E") ratios.

Full BVEIX 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.