HomeCompareCVLOX vs DVY

CVLOX vs DVY: Dividend Comparison 2026

CVLOX yields 9.37% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CVLOX wins by $12.2K in total portfolio value
10 years
CVLOX
CVLOX
● Live price
9.37%
Share price
$12.45
Annual div
$1.17
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.2K
Annual income
$1,690.63
Full CVLOX 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 — CVLOX vs DVY

📍 CVLOX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodCVLOXDVY
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%.
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Dividend Calendar Overlap

Combined, CVLOX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CVLOX
Annual income on $10K today (after 15% tax)
$796.48/yr
After 10yr DRIP, annual income (after tax)
$1,437.04/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, CVLOX beats the other by $1,069.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CVLOX: 50%DVY: 50%
100% DVY50/50100% CVLOX
Portfolio after 10yr
$31.1K
Annual income
$1,061.77/yr
Blended yield
3.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CVLOX buys
0
DVY buys
0
No recent congressional trades found for CVLOX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCVLOXDVY
Forward yield9.37%3.46%
Annual dividend / share$1.17$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.2K$25.0K
Annual income after 10y$1,690.63$432.91
Total dividends collected$13.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCVLOX PortfolioCVLOX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,637$937.04$11,046$346.43+$591.00CVLOX
2$13,471$1,019.10$12,177$357.65+$1.3KCVLOX
3$15,516$1,102.50$13,398$368.47+$2.1KCVLOX
4$17,789$1,186.83$14,715$378.89+$3.1KCVLOX
5$20,306$1,271.68$16,134$388.90+$4.2KCVLOX
6$23,084$1,356.64$17,662$398.51+$5.4KCVLOX
7$26,141$1,441.34$19,306$407.71+$6.8KCVLOX
8$29,497$1,525.45$21,074$416.50+$8.4KCVLOX
9$33,170$1,608.64$22,974$424.90+$10.2KCVLOX
10$37,183$1,690.63$25,015$432.91+$12.2KCVLOX

CVLOX vs DVY: Complete Analysis 2026

CVLOXStock

The fund invests primarily in a globally-diversified portfolio of convertible, equity and fixed-income securities, which may include synthetic convertible instruments, without regard to market capitalization. The Advisor attempts to utilize these different types of securities to strike, in the investment adviser's opinion, the appropriate balance between risk and reward in terms of growth and income. The fund will invest at least 40% of its assets in securities of foreign issuers.

Full CVLOX 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.