Is FRQIX or DVY a better dividend investment in 2026?

FRQIX currently yields 3.05% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: DVY offers higher current income.

What is the dividend yield difference between FRQIX and DVY?

FRQIX has a forward dividend yield of 3.05% ($1.72/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 0.41 percentage points.

Home › Compare › FRQIX vs DVY

FRQIX vs DVY: Dividend Comparison 2026

FRQIX yields 3.05% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 DVY wins by $702.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

FRQIX

● Live price

3.05%

Share price

$56.37

Annual div

$1.72

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$371.15

Full FRQIX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — FRQIX vs DVY

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

Jan

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Feb

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Mar

—

Apr

—

May

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Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

FRQIX 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.

FRQIX

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

$259.21/yr

After 10yr DRIP, annual income (after tax)

$315.48/yr

DVY

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

$294.47/yr

After 10yr DRIP, annual income (after tax)

$367.97/yr

At 15% tax rate, DVY beats the other by $52.50/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

FRQIX: 50%DVY: 50%

100% DVY50/50100% FRQIX

Portfolio after 10yr

$24.7K

Annual income

$402.02/yr

Blended yield

1.63%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FRQIX buys

DVY buys

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

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

MetricFRQIXDVY

Forward yield	3.05%	3.46% ✓
Annual dividend / share	$1.72	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$24.3K	$25.0K ✓
Annual income after 10y	$371.15	$432.91 ✓
Total dividends collected	$3.4K	$3.9K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	FRQIX Portfolio	FRQIX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,005	$304.95	$11,046	$346.43	$41.00 → DVY
2	$12,089	$313.64	$12,177	$357.65	$88.00 → DVY
3	$13,257	$321.99	$13,398	$368.47	$141.00 → DVY
4	$14,515	$330.01	$14,715	$378.89	$200.00 → DVY
5	$15,869	$337.69	$16,134	$388.90	$265.00 → DVY
6	$17,325	$345.03	$17,662	$398.51	$337.00 → DVY
7	$18,890	$352.04	$19,306	$407.71	$416.00 → DVY
8	$20,571	$358.73	$21,074	$416.50	$503.00 → DVY
9	$22,376	$365.09	$22,974	$424.90	$598.00 → DVY
10	$24,313	$371.15	$25,015	$432.91	$702.00 → DVY

FRQIX vs DVY: Complete Analysis 2026

FRQIX — Stock

The investment seeks total return until its horizon date through a combination of current income and capital growth. The fund invests in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a neutral asset allocation strategy.

Full FRQIX 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.