Is FDVLX or DVY a better dividend investment in 2026?

FDVLX currently yields 9.74% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: FDVLX offers higher current income.

What is the dividend yield difference between FDVLX and DVY?

FDVLX has a forward dividend yield of 9.74% ($1.39/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 6.24 percentage points.

Home › Compare › FDVLX vs DVY

FDVLX vs DVY: Dividend Comparison 2026

FDVLX yields 9.74% · DVY yields 3.50%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 FDVLX wins by $13.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

FDVLX

● Live price

9.74%

Share price

$14.22

Annual div

$1.39

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$38.1K

Annual income

$1,797.22

Full FDVLX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — FDVLX vs DVY

📍 FDVLX 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 Period	FDVLX	DVY
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, FDVLX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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FDVLX 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.

FDVLX

Annual income on $10K today (after 15% tax)

$827.88/yr

After 10yr DRIP, annual income (after tax)

$1,527.64/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, FDVLX beats the other by $1,155.52/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

FDVLX: 50%DVY: 50%

100% DVY50/50100% FDVLX

Portfolio after 10yr

$31.6K

Annual income

$1,117.50/yr

Blended yield

3.54%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FDVLX buys

DVY buys

No recent congressional trades found for FDVLX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricFDVLXDVY

Forward yield	9.74% ✓	3.50%
Annual dividend / share	$1.39	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$38.1K ✓	$25.1K
Annual income after 10y	$1,797.22 ✓	$437.78
Total dividends collected	$13.8K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	FDVLX Portfolio	FDVLX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,674	$973.98	$11,050	$349.62	+$624.00 → FDVLX
2	$13,554	$1,062.64	$12,184	$361.04	+$1.4K → FDVLX
3	$15,656	$1,153.04	$13,409	$372.07	+$2.2K → FDVLX
4	$17,996	$1,244.71	$14,730	$382.68	+$3.3K → FDVLX
5	$20,593	$1,337.20	$16,154	$392.89	+$4.4K → FDVLX
6	$23,465	$1,430.06	$17,688	$402.69	+$5.8K → FDVLX
7	$26,630	$1,522.87	$19,338	$412.07	+$7.3K → FDVLX
8	$30,109	$1,615.24	$21,113	$421.04	+$9.0K → FDVLX
9	$33,924	$1,706.80	$23,020	$429.61	+$10.9K → FDVLX
10	$38,096	$1,797.22	$25,070	$437.78	+$13.0K → FDVLX

FDVLX vs DVY: Complete Analysis 2026

FDVLX — Stock

The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in securities of companies that possess valuable fixed assets or that Fidelity Management & Research Company LLC (FMR) believes are undervalued in the marketplace in relation to factors such as assets, earnings, or growth potential (stocks of these companies are often called "value" stocks). The fund focuses investments in medium-sized companies, but also may invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.

Full FDVLX Calculator →

DVY — ETF

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.