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KRSOX vs DVY: Dividend Comparison 2026

KRSOX yields 4.87% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 KRSOX wins by $2.5K in total portfolio value
10 years
KRSOX
KRSOX
● Live price
4.87%
Share price
$23.16
Annual div
$1.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$665.41
Full KRSOX 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 — KRSOX vs DVY

📍 KRSOX 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 PeriodKRSOXDVY
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, KRSOX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

KRSOX
Annual income on $10K today (after 15% tax)
$414.10/yr
After 10yr DRIP, annual income (after tax)
$565.60/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, KRSOX beats the other by $193.49/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KRSOX: 50%DVY: 50%
100% DVY50/50100% KRSOX
Portfolio after 10yr
$26.3K
Annual income
$551.60/yr
Blended yield
2.10%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

KRSOX buys
0
DVY buys
0
No recent congressional trades found for KRSOX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKRSOXDVY
Forward yield4.87% ✓3.50%
Annual dividend / share$1.13$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K ✓$25.1K
Annual income after 10y$665.41 ✓$437.78
Total dividends collected$5.8K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearKRSOX PortfolioKRSOX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,187$487.18$11,050$349.62+$137.00 → KRSOX
2$12,480$509.36$12,184$361.04+$296.00 → KRSOX
3$13,884$531.03$13,409$372.07+$475.00 → KRSOX
4$15,408$552.15$14,730$382.68+$678.00 → KRSOX
5$17,060$572.67$16,154$392.89+$906.00 → KRSOX
6$18,846$592.56$17,688$402.69+$1.2K → KRSOX
7$20,777$611.80$19,338$412.07+$1.4K → KRSOX
8$22,862$630.36$21,113$421.04+$1.7K → KRSOX
9$25,111$648.23$23,020$429.61+$2.1K → KRSOX
10$27,534$665.41$25,070$437.78+$2.5K → KRSOX

KRSOX vs DVY: Complete Analysis 2026

KRSOX — Stock

A non-diversified, closed‑end management investment company structured as a REIT, managed by KKR. It invests at least 80% in stabilized, income-generating commercial real estate, single-tenant assets, and private real estate debt/preferred equity. Class U shares include a sales load typically via broker commissions.

Full KRSOX 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.