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KATE vs DVY: Dividend Comparison 2026

KATE yields 10.82% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 KATE wins by $15.8K in total portfolio value
10 years
KATE
KATE
● Live price
10.82%
Share price
$18.49
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.9K
Annual income
$2,130.34
Full KATE 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 — KATE vs DVY

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

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

Tax Bracket Optimizer

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

KATE
Annual income on $10K today (after 15% tax)
$919.42/yr
After 10yr DRIP, annual income (after tax)
$1,810.79/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, KATE beats the other by $1,438.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KATE: 50%DVY: 50%
100% DVY50/50100% KATE
Portfolio after 10yr
$33.0K
Annual income
$1,284.06/yr
Blended yield
3.89%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

KATE buys
0
DVY buys
0
No recent congressional trades found for KATE or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKATEDVY
Forward yield10.82% ✓3.50%
Annual dividend / share$2.00$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.9K ✓$25.1K
Annual income after 10y$2,130.34 ✓$437.78
Total dividends collected$16.0K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearKATE PortfolioKATE Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,782$1,081.67$11,050$349.62+$732.00 → KATE
2$13,797$1,191.01$12,184$361.04+$1.6K → KATE
3$16,067$1,303.53$13,409$372.07+$2.7K → KATE
4$18,610$1,418.63$14,730$382.68+$3.9K → KATE
5$21,448$1,535.70$16,154$392.89+$5.3K → KATE
6$24,604$1,654.13$17,688$402.69+$6.9K → KATE
7$28,100$1,773.35$19,338$412.07+$8.8K → KATE
8$31,959$1,892.81$21,113$421.04+$10.8K → KATE
9$36,209$2,011.97$23,020$429.61+$13.2K → KATE
10$40,873$2,130.34$25,070$437.78+$15.8K → KATE

KATE vs DVY: Complete Analysis 2026

KATE — Stock

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

Full KATE 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.