Is IBMJ or DVY a better dividend investment in 2026?

IBMJ currently yields 7.82% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: IBMJ offers higher current income.

What is the dividend yield difference between IBMJ and DVY?

IBMJ has a forward dividend yield of 7.82% ($2.00/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 4.32 percentage points.

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IBMJ vs DVY: Dividend Comparison 2026

IBMJ yields 7.82% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 IBMJ wins by $8.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

IBMJ

● Live price

7.82%

Share price

$25.57

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$33.6K

Annual income

$1,283.53

Full IBMJ calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — IBMJ vs DVY

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

IBMJ 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.

IBMJ

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

$664.84/yr

After 10yr DRIP, annual income (after tax)

$1,091.00/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, IBMJ beats the other by $718.89/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

IBMJ: 50%DVY: 50%

100% DVY50/50100% IBMJ

Portfolio after 10yr

$29.3K

Annual income

$860.66/yr

Blended yield

2.94%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBMJ buys

DVY buys

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

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

MetricIBMJDVY

Forward yield	7.82% ✓	3.50%
Annual dividend / share	$2.00	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$33.6K ✓	$25.1K
Annual income after 10y	$1,283.53 ✓	$437.78
Total dividends collected	$10.4K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	IBMJ Portfolio	IBMJ Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,482	$782.17	$11,050	$349.62	+$432.00 → IBMJ
2	$13,125	$839.34	$12,184	$361.04	+$941.00 → IBMJ
3	$14,941	$896.68	$13,409	$372.07	+$1.5K → IBMJ
4	$16,940	$953.94	$14,730	$382.68	+$2.2K → IBMJ
5	$19,137	$1,010.86	$16,154	$392.89	+$3.0K → IBMJ
6	$21,544	$1,067.23	$17,688	$402.69	+$3.9K → IBMJ
7	$24,175	$1,122.85	$19,338	$412.07	+$4.8K → IBMJ
8	$27,045	$1,177.55	$21,113	$421.04	+$5.9K → IBMJ
9	$30,169	$1,231.15	$23,020	$429.61	+$7.1K → IBMJ
10	$33,564	$1,283.53	$25,070	$437.78	+$8.5K → IBMJ

IBMJ vs DVY: Complete Analysis 2026

IBMJ — Stock

The investment seeks to track the investment results of the S&P AMT-Free Municipal Series Dec 2021 IndexTM, which measures the performance of investment-grade, non-callable U.S. municipal bonds maturing in 2021. The fund generally will invest at least 90% of its assets in the component securities of the underlying index, and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index.

Full IBMJ 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.