HomeCompareCSVYX vs DVY

CSVYX vs DVY: Dividend Comparison 2026

CSVYX yields 11.92% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CSVYX wins by $18.9K in total portfolio value
10 years
CSVYX
CSVYX
● Live price
11.92%
Share price
$53.37
Annual div
$6.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.9K
Annual income
$2,508.10
Full CSVYX 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 — CSVYX vs DVY

📍 CSVYX 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 PeriodCSVYXDVY
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, CSVYX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CSVYX
Annual income on $10K today (after 15% tax)
$1,013.10/yr
After 10yr DRIP, annual income (after tax)
$2,131.88/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, CSVYX beats the other by $1,763.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CSVYX: 50%DVY: 50%
100% DVY50/50100% CSVYX
Portfolio after 10yr
$34.5K
Annual income
$1,470.50/yr
Blended yield
4.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CSVYX buys
0
DVY buys
0
No recent congressional trades found for CSVYX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCSVYXDVY
Forward yield11.92%3.46%
Annual dividend / share$6.36$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$43.9K$25.0K
Annual income after 10y$2,508.10$432.91
Total dividends collected$18.4K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCSVYX PortfolioCSVYX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,892$1,191.88$11,046$346.43+$846.00CSVYX
2$14,049$1,324.65$12,177$357.65+$1.9KCSVYX
3$16,495$1,462.55$13,398$368.47+$3.1KCSVYX
4$19,254$1,604.85$14,715$378.89+$4.5KCSVYX
5$22,353$1,750.77$16,134$388.90+$6.2KCSVYX
6$25,817$1,899.55$17,662$398.51+$8.2KCSVYX
7$29,675$2,050.42$19,306$407.71+$10.4KCSVYX
8$33,955$2,202.61$21,074$416.50+$12.9KCSVYX
9$38,687$2,355.40$22,974$424.90+$15.7KCSVYX
10$43,903$2,508.10$25,015$432.91+$18.9KCSVYX

CSVYX vs DVY: Complete Analysis 2026

CSVYXStock

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index (the index) at the time of purchase, that the fund's investment manager believes are undervalued. It may invest up to 20% of its total assets in foreign securities.

Full CSVYX 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 →
📬

Get this CSVYX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CSVYX vs SCHDCSVYX vs JEPICSVYX vs OCSVYX vs KOCSVYX 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.