HomeCompareCHCLX vs DVY

CHCLX vs DVY: Dividend Comparison 2026

CHCLX yields 12.67% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $3.1K in total portfolio value· pulled ahead in Year 4
10 years
CHCLX
CHCLX
● Live price
12.67%
Share price
$10.31
Annual div
$1.31
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.9K
Annual income
$1.38
Full CHCLX 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 — CHCLX vs DVY

📍 DVY pulled ahead of the other in Year 4

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 PeriodCHCLXDVY
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, CHCLX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CHCLX
Annual income on $10K today (after 15% tax)
$1,076.89/yr
After 10yr DRIP, annual income (after tax)
$1.17/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, DVY beats the other by $370.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CHCLX: 50%DVY: 50%
100% DVY50/50100% CHCLX
Portfolio after 10yr
$23.5K
Annual income
$219.58/yr
Blended yield
0.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CHCLX buys
0
DVY buys
0
No recent congressional trades found for CHCLX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCHCLXDVY
Forward yield12.67%3.50%
Annual dividend / share$1.31$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.9K$25.1K
Annual income after 10y$1.38$437.78
Total dividends collected$1.3K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCHCLX PortfolioCHCLX Income/yrDVY PortfolioDVY Income/yrGap
1$11,333$633.46$11,050$349.62+$283.00CHCLX
2$12,462$335.48$12,184$361.04+$278.00CHCLX
3$13,507$172.38$13,409$372.07+$98.00CHCLX
4← crossover$14,540$87.31$14,730$382.68$190.00DVY
5$15,602$43.92$16,154$392.89$552.00DVY
6$16,716$22.02$17,688$402.69$972.00DVY
7$17,897$11.02$19,338$412.07$1.4KDVY
8$19,155$5.52$21,113$421.04$2.0KDVY
9$20,499$2.76$23,020$429.61$2.5KDVY
10$21,935$1.38$25,070$437.78$3.1KDVY

CHCLX vs DVY: Complete Analysis 2026

CHCLXStock

The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities with relatively smaller capitalizations as compared to the overall U.S. market. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of small- and mid-capitalization companies. For these purposes, "small- and mid-capitalization companies" are generally those companies that, at the time of investment, fall within the lowest 25% of the total U.S. equity market capitalization (excluding, for purposes of this calculation, companies with market capitalizations of less than $10 million).

Full CHCLX 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.