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DVRAX vs DVY: Dividend Comparison 2026

DVRAX yields 0.85% · DVY yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $7.2K in total portfolio value
10 years
DVRAX
DVRAX
● Live price
0.85%
Share price
$14.22
Annual div
$0.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.9K
Annual income
$89.35
Full DVRAX calculator →
DVY
DVY
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full DVY calculator →

Portfolio growth — DVRAX vs DVY

📍 DVY 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 PeriodDVRAXDVY
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, DVRAX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

DVRAX
Annual income on $10K today (after 15% tax)
$71.89/yr
After 10yr DRIP, annual income (after tax)
$75.95/yr
DVY
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, DVY beats the other by $688.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DVRAX: 50%DVY: 50%
100% DVY50/50100% DVRAX
Portfolio after 10yr
$24.5K
Annual income
$494.27/yr
Blended yield
2.02%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DVRAX buys
0
DVY buys
0
No recent congressional trades found for DVRAX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDVRAXDVY
Forward yield0.85%4.00% ✓
Annual dividend / share$0.12$2.00 ✓
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR0%5% ✓
Portfolio after 10y$20.9K$28.0K ✓
Annual income after 10y$89.35$899.19 ✓
Total dividends collected$872.00 ✓$6.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDVRAX PortfolioDVRAX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,785$84.57$11,120$420.00$335.00 → DVY
2$11,625$85.24$12,357$458.31$732.00 → DVY
3$12,524$85.87$13,721$499.76$1.2K → DVY
4$13,487$86.46$15,227$544.58$1.7K → DVY
5$14,519$87.02$16,885$593.02$2.4K → DVY
6$15,622$87.54$18,713$645.34$3.1K → DVY
7$16,804$88.04$20,724$701.81$3.9K → DVY
8$18,069$88.50$22,938$762.73$4.9K → DVY
9$19,423$88.94$25,372$828.41$5.9K → DVY
10$20,872$89.35$28,047$899.19$7.2K → DVY

DVRAX vs DVY: Complete Analysis 2026

DVRAX — Stock

The investment seeks total return. MFS (Massachusetts Financial Services Company, the fund's investment adviser) seeks to achieve a total rate of return for the fund that meets or exceeds the FTSE 1-Month U.S. Treasury Bill Index plus 2% to 4%, net of fund expenses, over a full market cycle.

Full DVRAX Calculator →

DVY — ETF

DVY is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in DVY shares.

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.