HomeCompareKSCOX vs DVY

KSCOX vs DVY: Dividend Comparison 2026

KSCOX yields 0.14% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $5.2K in total portfolio value
10 years
KSCOX
KSCOX
● Live price
0.14%
Share price
$200.67
Annual div
$0.28
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.9K
Annual income
$13.99
Full KSCOX 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 — KSCOX vs DVY

📍 DVY 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 PeriodKSCOXDVY
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, KSCOX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

KSCOX
Annual income on $10K today (after 15% tax)
$11.78/yr
After 10yr DRIP, annual income (after tax)
$11.89/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, DVY beats the other by $360.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KSCOX: 50%DVY: 50%
100% DVY50/50100% KSCOX
Portfolio after 10yr
$22.5K
Annual income
$225.88/yr
Blended yield
1.01%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

KSCOX buys
0
DVY buys
0
No recent congressional trades found for KSCOX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKSCOXDVY
Forward yield0.14%3.50%
Annual dividend / share$0.28$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$19.9K$25.1K
Annual income after 10y$13.99$437.78
Total dividends collected$139.00$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearKSCOX PortfolioKSCOX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,714$13.86$11,050$349.62$336.00DVY
2$11,478$13.88$12,184$361.04$706.00DVY
3$12,295$13.89$13,409$372.07$1.1KDVY
4$13,170$13.91$14,730$382.68$1.6KDVY
5$14,105$13.93$16,154$392.89$2.0KDVY
6$15,107$13.94$17,688$402.69$2.6KDVY
7$16,178$13.95$19,338$412.07$3.2KDVY
8$17,325$13.96$21,113$421.04$3.8KDVY
9$18,551$13.98$23,020$429.61$4.5KDVY
10$19,864$13.99$25,070$437.78$5.2KDVY

KSCOX vs DVY: Complete Analysis 2026

KSCOXStock

The fund is a non-diversified fund that invests all of its investable assets in the Small Cap Portfolio, a series of Kinetics Portfolios Trust. The Small Cap Portfolio invests at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks (such as American Depositary Receipts, Global Depositary Receipts and International Depositary Receipts) of U.S. and foreign small capitalization companies that provide attractive valuation opportunities. The fund is non-diversified.

Full KSCOX Calculator →

DVYETF

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.