Home › Compare › CBFVX vs DVY

CBFVX vs DVY: Dividend Comparison 2026

CBFVX yields 5.08% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CBFVX wins by $2.9K in total portfolio value
10 years
CBFVX
CBFVX
● Live price
5.08%
Share price
$8.36
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.9K
Annual income
$703.63
Full CBFVX 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 — CBFVX vs DVY

📍 CBFVX 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 PeriodCBFVXDVY
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, CBFVX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

CBFVX
Annual income on $10K today (after 15% tax)
$432.10/yr
After 10yr DRIP, annual income (after tax)
$598.09/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, CBFVX beats the other by $230.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CBFVX: 50%DVY: 50%
100% DVY50/50100% CBFVX
Portfolio after 10yr
$26.5K
Annual income
$568.26/yr
Blended yield
2.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBFVX buys
0
DVY buys
0
No recent congressional trades found for CBFVX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCBFVXDVY
Forward yield5.08% ✓3.46%
Annual dividend / share$0.42$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.9K ✓$25.0K
Annual income after 10y$703.63 ✓$432.91
Total dividends collected$6.1K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCBFVX PortfolioCBFVX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,208$508.35$11,046$346.43+$162.00 → CBFVX
2$12,525$532.50$12,177$357.65+$348.00 → CBFVX
3$13,958$556.14$13,398$368.47+$560.00 → CBFVX
4$15,515$579.22$14,715$378.89+$800.00 → CBFVX
5$17,202$601.69$16,134$388.90+$1.1K → CBFVX
6$19,030$623.49$17,662$398.51+$1.4K → CBFVX
7$21,007$644.61$19,306$407.71+$1.7K → CBFVX
8$23,142$665.02$21,074$416.50+$2.1K → CBFVX
9$25,447$684.70$22,974$424.90+$2.5K → CBFVX
10$27,932$703.63$25,015$432.91+$2.9K → CBFVX

CBFVX vs DVY: Complete Analysis 2026

CBFVX — Stock

Under normal circumstances, the fund invests at least 80% of its assets in corporate bonds. It mainly invests in corporate bonds that are rated investment grade by a nationally recognized statistical rating organization or in securities that are unrated but are deemed by the fund's adviser to be of comparable quality.

Full CBFVX 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 →
📬

Get this CBFVX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CBFVX vs SCHDCBFVX vs JEPICBFVX vs OCBFVX vs KOCBFVX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.