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CBAIX vs DVY: Dividend Comparison 2026

CBAIX yields 5.20% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CBAIX wins by $3.1K in total portfolio value
10 years
CBAIX
CBAIX
● Live price
5.20%
Share price
$45.23
Annual div
$2.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.2K
Annual income
$725.46
Full CBAIX 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 — CBAIX vs DVY

📍 CBAIX 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 PeriodCBAIXDVY
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, CBAIX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

CBAIX
Annual income on $10K today (after 15% tax)
$442.20/yr
After 10yr DRIP, annual income (after tax)
$616.64/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, CBAIX beats the other by $244.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CBAIX: 50%DVY: 50%
100% DVY50/50100% CBAIX
Portfolio after 10yr
$26.6K
Annual income
$581.62/yr
Blended yield
2.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBAIX buys
0
DVY buys
0
No recent congressional trades found for CBAIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCBAIXDVY
Forward yield5.20% ✓3.50%
Annual dividend / share$2.35$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.2K ✓$25.1K
Annual income after 10y$725.46 ✓$437.78
Total dividends collected$6.3K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCBAIX PortfolioCBAIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,220$520.23$11,050$349.62+$170.00 → CBAIX
2$12,551$545.52$12,184$361.04+$367.00 → CBAIX
3$14,000$570.31$13,409$372.07+$591.00 → CBAIX
4$15,575$594.53$14,730$382.68+$845.00 → CBAIX
5$17,283$618.13$16,154$392.89+$1.1K → CBAIX
6$19,134$641.05$17,688$402.69+$1.4K → CBAIX
7$21,136$663.28$19,338$412.07+$1.8K → CBAIX
8$23,301$684.76$21,113$421.04+$2.2K → CBAIX
9$25,637$705.50$23,020$429.61+$2.6K → CBAIX
10$28,157$725.46$25,070$437.78+$3.1K → CBAIX

CBAIX vs DVY: Complete Analysis 2026

CBAIX — Stock

Under normal market conditions, the fund invests between 50% and 75% of its net assets in equity securities and between 25% and 50% of its net assets in fixed-income securities. Stock investments are primarily common stock of large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities.

Full CBAIX 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.