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INCE vs DVY: Dividend Comparison 2026

INCE yields 4.72% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 INCE wins by $2.2K in total portfolio value
10 years
INCE
INCE
● Live price
4.72%
Share price
$64.18
Annual div
$3.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.3K
Annual income
$638.53
Full INCE 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 — INCE vs DVY

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

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
INCE 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.

INCE
Annual income on $10K today (after 15% tax)
$401.19/yr
After 10yr DRIP, annual income (after tax)
$542.75/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, INCE beats the other by $170.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

INCE: 50%DVY: 50%
100% DVY50/50100% INCE
Portfolio after 10yr
$26.2K
Annual income
$538.16/yr
Blended yield
2.06%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

INCE buys
0
DVY buys
0
No recent congressional trades found for INCE or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricINCEDVY
Forward yield4.72% ✓3.50%
Annual dividend / share$3.03$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.3K ✓$25.1K
Annual income after 10y$638.53 ✓$437.78
Total dividends collected$5.6K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearINCE PortfolioINCE Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,172$471.99$11,050$349.62+$122.00 → INCE
2$12,447$492.80$12,184$361.04+$263.00 → INCE
3$13,831$513.12$13,409$372.07+$422.00 → INCE
4$15,332$532.89$14,730$382.68+$602.00 → INCE
5$16,958$552.08$16,154$392.89+$804.00 → INCE
6$18,715$570.66$17,688$402.69+$1.0K → INCE
7$20,614$588.60$19,338$412.07+$1.3K → INCE
8$22,663$605.90$21,113$421.04+$1.6K → INCE
9$24,872$622.55$23,020$429.61+$1.9K → INCE
10$27,251$638.53$25,070$437.78+$2.2K → INCE

INCE vs DVY: Complete Analysis 2026

INCE — Stock

The fund seeks income and capital appreciation with an emphasis on lower volatility than the broader equity market, as measured by the S&P 500 Index. The fund invests in equity securities and equity-related instruments, including common stocks, with dividend yields that the investment manager believes are attractive.

Full INCE 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.