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IBMM vs DVY: Dividend Comparison 2026

IBMM yields 1.08% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $3.8K in total portfolio value
10 years
IBMM
IBMM
● Live price
1.08%
Share price
$26.05
Annual div
$0.28
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.2K
Annual income
$116.27
Full IBMM 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 — IBMM 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 PeriodIBMMDVY
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, IBMM + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

IBMM
Annual income on $10K today (after 15% tax)
$92.12/yr
After 10yr DRIP, annual income (after tax)
$98.83/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 $273.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IBMM: 50%DVY: 50%
100% DVY50/50100% IBMM
Portfolio after 10yr
$23.1K
Annual income
$277.02/yr
Blended yield
1.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBMM buys
0
DVY buys
0
No recent congressional trades found for IBMM or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBMMDVY
Forward yield1.08%3.50% ✓
Annual dividend / share$0.28$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.2K$25.1K ✓
Annual income after 10y$116.27$437.78 ✓
Total dividends collected$1.1K$4.0K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIBMM PortfolioIBMM Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,808$108.37$11,050$349.62$242.00 → DVY
2$11,674$109.47$12,184$361.04$510.00 → DVY
3$12,602$110.51$13,409$372.07$807.00 → DVY
4$13,596$111.49$14,730$382.68$1.1K → DVY
5$14,660$112.41$16,154$392.89$1.5K → DVY
6$15,799$113.28$17,688$402.69$1.9K → DVY
7$17,019$114.09$19,338$412.07$2.3K → DVY
8$18,326$114.86$21,113$421.04$2.8K → DVY
9$19,724$115.59$23,020$429.61$3.3K → DVY
10$21,221$116.27$25,070$437.78$3.8K → DVY

IBMM vs DVY: Complete Analysis 2026

IBMM — Stock

The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index. The index measures the performance of non-callable, investment-grade tax-exempt U.S. municipal bonds maturing in 2024.

Full IBMM 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.