Home › Compare › FIOIX vs DVY

FIOIX vs DVY: Dividend Comparison 2026

FIOIX yields 3.31% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $323.00 in total portfolio value
10 years
FIOIX
FIOIX
● Live price
3.31%
Share price
$60.47
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.7K
Annual income
$409.20
Full FIOIX 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 — FIOIX 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 PeriodFIOIXDVY
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, FIOIX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

FIOIX
Annual income on $10K today (after 15% tax)
$281.13/yr
After 10yr DRIP, annual income (after tax)
$347.82/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 $24.29/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FIOIX: 50%DVY: 50%
100% DVY50/50100% FIOIX
Portfolio after 10yr
$24.9K
Annual income
$423.49/yr
Blended yield
1.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FIOIX buys
0
DVY buys
0
No recent congressional trades found for FIOIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFIOIXDVY
Forward yield3.31%3.50% ✓
Annual dividend / share$2.00$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.7K$25.1K ✓
Annual income after 10y$409.20$437.78 ✓
Total dividends collected$3.7K$4.0K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFIOIX PortfolioFIOIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,031$330.74$11,050$349.62$19.00 → DVY
2$12,144$340.97$12,184$361.04$40.00 → DVY
3$13,345$350.82$13,409$372.07$64.00 → DVY
4$14,639$360.29$14,730$382.68$91.00 → DVY
5$16,033$369.38$16,154$392.89$121.00 → DVY
6$17,534$378.09$17,688$402.69$154.00 → DVY
7$19,147$386.42$19,338$412.07$191.00 → DVY
8$20,882$394.38$21,113$421.04$231.00 → DVY
9$22,746$401.97$23,020$429.61$274.00 → DVY
10$24,747$409.20$25,070$437.78$323.00 → DVY

FIOIX vs DVY: Complete Analysis 2026

FIOIX — Stock

The fund invests primarily in a combination of Fidelity ® domestic equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity ® funds) in a manner that supports a withdrawal strategy to provide investors with income in retirement.

Full FIOIX 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 →
📬

Get this FIOIX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FIOIX vs SCHDFIOIX vs JEPIFIOIX vs OFIOIX vs KOFIOIX 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.