HomeCompareEPSV vs DVY

EPSV vs DVY: Dividend Comparison 2026

EPSV yields 2.71% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $1.3K in total portfolio value
10 years
EPSV
EPSV
● Live price
2.71%
Share price
$25.47
Annual div
$0.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.7K
Annual income
$322.15
Full EPSV 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 — EPSV 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 PeriodEPSVDVY
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, EPSV + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EPSV
Annual income on $10K today (after 15% tax)
$229.97/yr
After 10yr DRIP, annual income (after tax)
$273.83/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, DVY beats the other by $98.29/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EPSV: 50%DVY: 50%
100% DVY50/50100% EPSV
Portfolio after 10yr
$24.4K
Annual income
$379.96/yr
Blended yield
1.56%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EPSV buys
0
DVY buys
0
No recent congressional trades found for EPSV or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEPSVDVY
Forward yield2.71%3.50%
Annual dividend / share$0.69$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.7K$25.1K
Annual income after 10y$322.15$437.78
Total dividends collected$3.0K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearEPSV PortfolioEPSV Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,971$270.56$11,050$349.62$79.00DVY
2$12,016$277.40$12,184$361.04$168.00DVY
3$13,141$283.95$13,409$372.07$268.00DVY
4$14,351$290.23$14,730$382.68$379.00DVY
5$15,652$296.22$16,154$392.89$502.00DVY
6$17,049$301.93$17,688$402.69$639.00DVY
7$18,550$307.37$19,338$412.07$788.00DVY
8$20,161$312.55$21,113$421.04$952.00DVY
9$21,890$317.47$23,020$429.61$1.1KDVY
10$23,745$322.15$25,070$437.78$1.3KDVY

EPSV vs DVY: Complete Analysis 2026

EPSVStock

Harbor SMID Cap Value ETF (EPSV) is a series of the Harbor ETF Trust. The fund seeks long-term total return by investing primarily in equity securities, principally common stocks, of U.S. small- and mid-capitalization (SMID cap) companies that are, in the subadviser’s opinion, out of favor and undervalued at the time of purchase. The ETF employs a systematic, quantitative approach to identify deep-value stocks and aims to provide diversified exposure to the U.S. SMID cap value segment

Full EPSV 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 EPSV vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

EPSV vs SCHDEPSV vs JEPIEPSV vs OEPSV vs KOEPSV 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.