Is IIBZX or DVY a better dividend investment in 2026?

IIBZX currently yields 4.30% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: IIBZX offers higher current income.

What is the dividend yield difference between IIBZX and DVY?

IIBZX has a forward dividend yield of 4.30% ($0.38/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 0.84 percentage points.

Home › Compare › IIBZX vs DVY

IIBZX vs DVY: Dividend Comparison 2026

IIBZX yields 4.30% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 IIBZX wins by $1.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

IIBZX

● Live price

4.30%

Share price

$8.76

Annual div

$0.38

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.5K

Annual income

$567.36

Full IIBZX 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 — IIBZX vs DVY

📍 IIBZX 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 Period	IIBZX	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%.

📅

Dividend Calendar Overlap

Combined, IIBZX + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

IIBZX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

IIBZX

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

$365.92/yr

After 10yr DRIP, annual income (after tax)

$482.26/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, IIBZX beats the other by $114.28/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

IIBZX: 50%DVY: 50%

100% DVY50/50100% IIBZX

Portfolio after 10yr

$25.8K

Annual income

$500.13/yr

Blended yield

1.94%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IIBZX buys

DVY buys

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

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

MetricIIBZXDVY

Forward yield	4.30% ✓	3.46%
Annual dividend / share	$0.38	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.5K ✓	$25.0K
Annual income after 10y	$567.36 ✓	$432.91
Total dividends collected	$5.0K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	IIBZX Portfolio	IIBZX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,130	$430.49	$11,046	$346.43	+$84.00 → IIBZX
2	$12,357	$447.81	$12,177	$357.65	+$180.00 → IIBZX
3	$13,687	$464.65	$13,398	$368.47	+$289.00 → IIBZX
4	$15,126	$480.98	$14,715	$378.89	+$411.00 → IIBZX
5	$16,682	$496.77	$16,134	$388.90	+$548.00 → IIBZX
6	$18,362	$512.02	$17,662	$398.51	+$700.00 → IIBZX
7	$20,174	$526.71	$19,306	$407.71	+$868.00 → IIBZX
8	$22,127	$540.83	$21,074	$416.50	+$1.1K → IIBZX
9	$24,230	$554.38	$22,974	$424.90	+$1.3K → IIBZX
10	$26,493	$567.36	$25,015	$432.91	+$1.5K → IIBZX

IIBZX vs DVY: Complete Analysis 2026

IIBZX — Stock

Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of bonds, including but not limited to corporate, government and mortgage bonds, which, at the time of purchase, are rated investment-grade (e.g., rated at least BBB- by S&P Global Ratings or Baa3 by Moody's Investors Service, Inc.) or have an equivalent rating by a nationally recognized statistical rating organization ("NRSRO"), or are of comparable quality if unrated.

Full IIBZX 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 →

📬

Get this IIBZX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IIBZX vs SCHD IIBZX vs JEPI IIBZX vs O IIBZX vs KO IIBZX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.