HomeCompareCWGIX vs DVY

CWGIX vs DVY: Dividend Comparison 2026

CWGIX yields 10.71% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CWGIX wins by $15.6K in total portfolio value
10 years
CWGIX
CWGIX
● Live price
10.71%
Share price
$70.37
Annual div
$7.54
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.6K
Annual income
$2,095.89
Full CWGIX 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 — CWGIX vs DVY

📍 CWGIX 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 PeriodCWGIXDVY
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, CWGIX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CWGIX pays
DVY pays
Both pay
Neither
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Tax Bracket Optimizer

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

CWGIX
Annual income on $10K today (after 15% tax)
$910.37/yr
After 10yr DRIP, annual income (after tax)
$1,781.51/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, CWGIX beats the other by $1,413.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CWGIX: 50%DVY: 50%
100% DVY50/50100% CWGIX
Portfolio after 10yr
$32.8K
Annual income
$1,264.40/yr
Blended yield
3.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CWGIX buys
0
DVY buys
0
No recent congressional trades found for CWGIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCWGIXDVY
Forward yield10.71%3.46%
Annual dividend / share$7.54$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.6K$25.0K
Annual income after 10y$2,095.89$432.91
Total dividends collected$15.8K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCWGIX PortfolioCWGIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,771$1,071.02$11,046$346.43+$725.00CWGIX
2$13,773$1,178.23$12,177$357.65+$1.6KCWGIX
3$16,026$1,288.45$13,398$368.47+$2.6KCWGIX
4$18,549$1,401.10$14,715$378.89+$3.8KCWGIX
5$21,363$1,515.58$16,134$388.90+$5.2KCWGIX
6$24,489$1,631.31$17,662$398.51+$6.8KCWGIX
7$27,951$1,747.73$19,306$407.71+$8.6KCWGIX
8$31,772$1,864.30$21,074$416.50+$10.7KCWGIX
9$35,977$1,980.51$22,974$424.90+$13.0KCWGIX
10$40,591$2,095.89$25,015$432.91+$15.6KCWGIX

CWGIX vs DVY: Complete Analysis 2026

CWGIXStock

The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in securities of issuers domiciled in a number of countries outside the United States, and such investments may include securities domiciled in developing countries.

Full CWGIX 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.