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CCALX vs DVY: Dividend Comparison 2026

CCALX yields 5.76% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CCALX wins by $4.2K in total portfolio value
10 years
CCALX
CCALX
● Live price
5.76%
Share price
$63.45
Annual div
$3.65
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.2K
Annual income
$831.08
Full CCALX 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 — CCALX vs DVY

📍 CCALX 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 PeriodCCALXDVY
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, CCALX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

CCALX
Annual income on $10K today (after 15% tax)
$489.30/yr
After 10yr DRIP, annual income (after tax)
$706.42/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, CCALX beats the other by $338.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CCALX: 50%DVY: 50%
100% DVY50/50100% CCALX
Portfolio after 10yr
$27.1K
Annual income
$631.99/yr
Blended yield
2.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CCALX buys
0
DVY buys
0
No recent congressional trades found for CCALX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCCALXDVY
Forward yield5.76% ✓3.46%
Annual dividend / share$3.65$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.2K ✓$25.0K
Annual income after 10y$831.08 ✓$432.91
Total dividends collected$7.1K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCCALX PortfolioCCALX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,276$575.65$11,046$346.43+$230.00 → CCALX
2$12,672$606.62$12,177$357.65+$495.00 → CCALX
3$14,196$637.12$13,398$368.47+$798.00 → CCALX
4$15,856$667.06$14,715$378.89+$1.1K → CCALX
5$17,663$696.35$16,134$388.90+$1.5K → CCALX
6$19,624$724.93$17,662$398.51+$2.0K → CCALX
7$21,751$752.74$19,306$407.71+$2.4K → CCALX
8$24,053$779.73$21,074$416.50+$3.0K → CCALX
9$26,542$805.85$22,974$424.90+$3.6K → CCALX
10$29,231$831.08$25,015$432.91+$4.2K → CCALX

CCALX vs DVY: Complete Analysis 2026

CCALX — Stock

Under normal market circumstances, the fund invests at least 80% of its net assets in equity securities of small-cap companies. Equity securities include American depositary receipts ("ADRs"), convertible securities, foreign and domestic common and preferred stocks, rights and warrants.

Full CCALX 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.