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CLMAX vs DVY: Dividend Comparison 2026

CLMAX yields 5.16% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CLMAX wins by $3.0K in total portfolio value
10 years
CLMAX
CLMAX
● Live price
5.16%
Share price
$8.48
Annual div
$0.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.1K
Annual income
$717.62
Full CLMAX 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 — CLMAX vs DVY

📍 CLMAX 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 PeriodCLMAXDVY
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, CLMAX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

CLMAX
Annual income on $10K today (after 15% tax)
$438.58/yr
After 10yr DRIP, annual income (after tax)
$609.98/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, CLMAX beats the other by $237.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CLMAX: 50%DVY: 50%
100% DVY50/50100% CLMAX
Portfolio after 10yr
$26.6K
Annual income
$577.70/yr
Blended yield
2.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CLMAX buys
0
DVY buys
0
No recent congressional trades found for CLMAX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCLMAXDVY
Forward yield5.16% ✓3.50%
Annual dividend / share$0.44$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.1K ✓$25.1K
Annual income after 10y$717.62 ✓$437.78
Total dividends collected$6.2K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCLMAX PortfolioCLMAX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,216$515.98$11,050$349.62+$166.00 → CLMAX
2$12,542$540.86$12,184$361.04+$358.00 → CLMAX
3$13,985$565.24$13,409$372.07+$576.00 → CLMAX
4$15,553$589.04$14,730$382.68+$823.00 → CLMAX
5$17,254$612.23$16,154$392.89+$1.1K → CLMAX
6$19,097$634.75$17,688$402.69+$1.4K → CLMAX
7$21,090$656.58$19,338$412.07+$1.8K → CLMAX
8$23,244$677.67$21,113$421.04+$2.1K → CLMAX
9$25,569$698.03$23,020$429.61+$2.5K → CLMAX
10$28,076$717.62$25,070$437.78+$3.0K → CLMAX

CLMAX vs DVY: Complete Analysis 2026

CLMAX — Stock

Under normal circumstances, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in mortgage-related assets. It may invest in debt instruments of any maturity and does not seek to maintain either a particular dollar-weighted average maturity or a particular duration.

Full CLMAX 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.