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FZOMX vs DVY: Dividend Comparison 2026

FZOMX yields 4.61% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FZOMX wins by $2.0K in total portfolio value
10 years
FZOMX
FZOMX
● Live price
4.61%
Share price
$9.71
Annual div
$0.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.1K
Annual income
$619.89
Full FZOMX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — FZOMX vs DVY

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

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

Tax Bracket Optimizer

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

FZOMX
Annual income on $10K today (after 15% tax)
$392.10/yr
After 10yr DRIP, annual income (after tax)
$526.91/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, FZOMX beats the other by $158.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FZOMX: 50%DVY: 50%
100% DVY50/50100% FZOMX
Portfolio after 10yr
$26.0K
Annual income
$526.39/yr
Blended yield
2.02%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FZOMX buys
0
DVY buys
0
No recent congressional trades found for FZOMX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFZOMXDVY
Forward yield4.61% ✓3.46%
Annual dividend / share$0.45$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.1K ✓$25.0K
Annual income after 10y$619.89 ✓$432.91
Total dividends collected$5.4K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFZOMX PortfolioFZOMX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,161$461.30$11,046$346.43+$115.00 → FZOMX
2$12,424$481.19$12,177$357.65+$247.00 → FZOMX
3$13,794$500.57$13,398$368.47+$396.00 → FZOMX
4$15,279$519.42$14,715$378.89+$564.00 → FZOMX
5$16,886$537.70$16,134$388.90+$752.00 → FZOMX
6$18,624$555.39$17,662$398.51+$962.00 → FZOMX
7$20,500$572.46$19,306$407.71+$1.2K → FZOMX
8$22,524$588.90$21,074$416.50+$1.4K → FZOMX
9$24,705$604.71$22,974$424.90+$1.7K → FZOMX
10$27,054$619.89$25,015$432.91+$2.0K → FZOMX

FZOMX vs DVY: Complete Analysis 2026

FZOMX — Stock

The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. It normally maintains a dollar-weighted average maturity of three years or less.

Full FZOMX 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.