Is FDVV or IVZ a better dividend investment in 2026?

FDVV currently yields 3.07% with a 5% 5-year dividend growth rate. IVZ yields 4.00% with 5% growth. The better choice depends on your goal: IVZ offers higher current income.

What is the dividend yield difference between FDVV and IVZ?

FDVV has a forward dividend yield of 3.07% ($1.66/share annually). IVZ yields 4.00% ($2.00/share annually). The yield gap is 0.93 percentage points.

Home › Compare › FDVV vs IVZ

FDVV vs IVZ: Dividend Comparison 2026

FDVV yields 3.07% · IVZ yields 4.00%● Live data

vsPost on X →

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

🏆 IVZ wins by $3.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

FDVV

● Live price

3.07%

Share price

$53.97

Annual div

$1.66

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$374.17

Full FDVV calculator →

IVZ

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full IVZ calculator →

Portfolio growth — FDVV vs IVZ

📍 IVZ 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	FDVV	IVZ
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, FDVV + IVZ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

FDVV pays

IVZ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

FDVV

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

$260.97/yr

After 10yr DRIP, annual income (after tax)

$318.04/yr

IVZ

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, IVZ beats the other by $446.27/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FDVV + IVZ for your $10,000?

FDVV: 50%IVZ: 50%

100% IVZ50/50100% FDVV

Portfolio after 10yr

$26.2K

Annual income

$636.68/yr

Blended yield

2.43%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on IVZ right now

FDVV

No analyst data

IVZ

Analyst Ratings

Buy

Hold

Consensus: Hold

Price Target

$30.44

-39.1% upside vs current

Range: $27.00 — $34.50

Altman Z

1.0

Piotroski

6/9

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FDVV buys

IVZ buys

No recent congressional trades found for FDVV or IVZ in the last 90 days.

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

MetricFDVVIVZ

Forward yield	3.07%	4.00% ✓
Annual dividend / share	$1.66	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$24.3K	$28.0K ✓
Annual income after 10y	$374.17	$899.19 ✓
Total dividends collected	$3.4K	$6.4K ✓
Payment frequency	quarterly	quarterly
Sector	ETF	Stock

Year-by-year: FDVV vs IVZ ($10,000, DRIP)

Year	FDVV Portfolio	FDVV Income/yr	IVZ Portfolio	IVZ Income/yr	Gap
1← crossover	$11,007	$307.02	$11,120	$420.00	$113.00 → IVZ
2	$12,093	$315.83	$12,357	$458.31	$264.00 → IVZ
3	$13,264	$324.30	$13,721	$499.76	$457.00 → IVZ
4	$14,525	$332.43	$15,227	$544.58	$702.00 → IVZ
5	$15,882	$340.22	$16,885	$593.02	$1.0K → IVZ
6	$17,341	$347.66	$18,713	$645.34	$1.4K → IVZ
7	$18,910	$354.78	$20,724	$701.81	$1.8K → IVZ
8	$20,595	$361.56	$22,938	$762.73	$2.3K → IVZ
9	$22,405	$368.02	$25,372	$828.41	$3.0K → IVZ
10	$24,348	$374.17	$28,047	$899.19	$3.7K → IVZ

FDVV vs IVZ: Complete Analysis 2026

FDVV — ETF

Aims to generate higher relative dividend yield with sector tilts, subject to constraints, which have historically delivered a higher yield.

Full FDVV Calculator →

IVZ — Stock

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

Full IVZ 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.