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EGFIX vs DVY: Dividend Comparison 2026

EGFIX yields 58.93% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EGFIX wins by $593.1K in total portfolio value
10 years
EGFIX
EGFIX
● Live price
58.93%
Share price
$26.52
Annual div
$15.63
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$618.2K
Annual income
$142,507.53
Full EGFIX 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 — EGFIX vs DVY

📍 EGFIX 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 PeriodEGFIXDVY
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, EGFIX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EGFIX
Annual income on $10K today (after 15% tax)
$5,009.20/yr
After 10yr DRIP, annual income (after tax)
$121,131.40/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, EGFIX beats the other by $120,759.29/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EGFIX: 50%DVY: 50%
100% DVY50/50100% EGFIX
Portfolio after 10yr
$321.6K
Annual income
$71,472.66/yr
Blended yield
22.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EGFIX buys
0
DVY buys
0
No recent congressional trades found for EGFIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEGFIXDVY
Forward yield58.93%3.50%
Annual dividend / share$15.63$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$618.2K$25.1K
Annual income after 10y$142,507.53$437.78
Total dividends collected$510.9K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEGFIX PortfolioEGFIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$16,593$5,893.17$11,050$349.62+$5.5KEGFIX
2$26,894$9,138.92$12,184$361.04+$14.7KEGFIX
3$42,619$13,843.03$13,409$372.07+$29.2KEGFIX
4$66,105$20,502.33$14,730$382.68+$51.4KEGFIX
5$100,452$29,719.93$16,154$392.89+$84.3KEGFIX
6$149,691$42,207.50$17,688$402.69+$132.0KEGFIX
7$218,952$58,781.85$19,338$412.07+$199.6KEGFIX
8$314,633$80,354.63$21,113$421.04+$293.5KEGFIX
9$444,572$107,915.31$23,020$429.61+$421.6KEGFIX
10$618,200$142,507.53$25,070$437.78+$593.1KEGFIX

EGFIX vs DVY: Complete Analysis 2026

EGFIXStock

The fund primarily invests in a core group of 15-35 equity securities, including both common stocks and sponsored American Depositary Receipts ("ADRs"). Its investments are expected to have a bias toward larger capitalization issuers (those with market capitalizations in excess of $10 billion), but the fund may also invest in small-capitalization (between $100 million and $4 billion) and medium-capitalization (between $4 billion and $10 billion) companies. It is non-diversified.

Full EGFIX 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.