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ISMXF vs DVY: Dividend Comparison 2026

ISMXF yields 3.66% · DVY yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $2.7K in total portfolio value
10 years
ISMXF
ISMXF
● Live price
3.66%
Share price
$54.62
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$463.30
Full ISMXF calculator →
DVY
DVY
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full DVY calculator →

Portfolio growth — ISMXF 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 PeriodISMXFDVY
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, ISMXF + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

ISMXF
Annual income on $10K today (after 15% tax)
$311.22/yr
After 10yr DRIP, annual income (after tax)
$393.81/yr
DVY
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, DVY beats the other by $370.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ISMXF: 50%DVY: 50%
100% DVY50/50100% ISMXF
Portfolio after 10yr
$26.7K
Annual income
$681.25/yr
Blended yield
2.55%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ISMXF buys
0
DVY buys
0
No recent congressional trades found for ISMXF or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricISMXFDVY
Forward yield3.66%4.00% ✓
Annual dividend / share$2.00$2.00
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR0%5% ✓
Portfolio after 10y$25.4K$28.0K ✓
Annual income after 10y$463.30$899.19 ✓
Total dividends collected$4.2K$6.4K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearISMXF PortfolioISMXF Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,066$366.15$11,120$420.00$54.00 → DVY
2$12,219$378.67$12,357$458.31$138.00 → DVY
3$13,466$390.78$13,721$499.76$255.00 → DVY
4$14,811$402.46$15,227$544.58$416.00 → DVY
5$16,261$413.71$16,885$593.02$624.00 → DVY
6$17,824$424.51$18,713$645.34$889.00 → DVY
7$19,506$434.86$20,724$701.81$1.2K → DVY
8$21,317$444.78$22,938$762.73$1.6K → DVY
9$23,263$454.26$25,372$828.41$2.1K → DVY
10$25,355$463.30$28,047$899.19$2.7K → DVY

ISMXF vs DVY: Complete Analysis 2026

ISMXF — Stock

The investment objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the Bloomberg Barclays US Floating Rate Note < 5 Years Index.

Full ISMXF Calculator →

DVY — ETF

DVY is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in DVY shares.

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.