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HWSAX vs DVY: Dividend Comparison 2026

HWSAX yields 0.65% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $4.4K in total portfolio value
10 years
HWSAX
HWSAX
● Live price
0.65%
Share price
$79.62
Annual div
$0.52
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.6K
Annual income
$67.60
Full HWSAX 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 — HWSAX 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 PeriodHWSAXDVY
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, HWSAX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

HWSAX
Annual income on $10K today (after 15% tax)
$55.09/yr
After 10yr DRIP, annual income (after tax)
$57.46/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 $310.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HWSAX: 50%DVY: 50%
100% DVY50/50100% HWSAX
Portfolio after 10yr
$22.8K
Annual income
$250.25/yr
Blended yield
1.10%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HWSAX buys
0
DVY buys
0
No recent congressional trades found for HWSAX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHWSAXDVY
Forward yield0.65%3.46% ✓
Annual dividend / share$0.52$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.6K$25.0K ✓
Annual income after 10y$67.60$432.91 ✓
Total dividends collected$663.00 ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHWSAX PortfolioHWSAX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,765$64.82$11,046$346.43$281.00 → DVY
2$11,584$65.21$12,177$357.65$593.00 → DVY
3$12,460$65.58$13,398$368.47$938.00 → DVY
4$13,398$65.92$14,715$378.89$1.3K → DVY
5$14,402$66.25$16,134$388.90$1.7K → DVY
6$15,477$66.56$17,662$398.51$2.2K → DVY
7$16,627$66.84$19,306$407.71$2.7K → DVY
8$17,858$67.11$21,074$416.50$3.2K → DVY
9$19,176$67.37$22,974$424.90$3.8K → DVY
10$20,586$67.60$25,015$432.91$4.4K → DVY

HWSAX vs DVY: Complete Analysis 2026

HWSAX — Stock

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of small capitalization companies. Hotchkis & Wiley Capital Management, LLC (the Advisor) currently considers small cap companies to be those with market capitalizations like those found in the Russell 2000® Index.

Full HWSAX 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.