Is LZSMX or DVY a better dividend investment in 2026?

LZSMX currently yields 1.57% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: DVY offers higher current income.

What is the dividend yield difference between LZSMX and DVY?

LZSMX has a forward dividend yield of 1.57% ($0.18/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 1.89 percentage points.

Home › Compare › LZSMX vs DVY

LZSMX vs DVY: Dividend Comparison 2026

LZSMX yields 1.57% · DVY yields 3.46%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 DVY wins by $3.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

LZSMX

● Live price

1.57%

Share price

$11.17

Annual div

$0.18

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$22.0K

Annual income

$174.15

Full LZSMX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — LZSMX 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 Period	LZSMX	DVY
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, LZSMX + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

LZSMX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

LZSMX

Annual income on $10K today (after 15% tax)

$133.69/yr

After 10yr DRIP, annual income (after tax)

$148.03/yr

DVY

Annual income on $10K today (after 15% tax)

$294.47/yr

After 10yr DRIP, annual income (after tax)

$367.97/yr

At 15% tax rate, DVY beats the other by $219.95/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

LZSMX: 50%DVY: 50%

100% DVY50/50100% LZSMX

Portfolio after 10yr

$23.5K

Annual income

$303.52/yr

Blended yield

1.29%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LZSMX buys

DVY buys

No recent congressional trades found for LZSMX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricLZSMXDVY

Forward yield	1.57%	3.46% ✓
Annual dividend / share	$0.18	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$22.0K	$25.0K ✓
Annual income after 10y	$174.15	$432.91 ✓
Total dividends collected	$1.7K	$3.9K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	LZSMX Portfolio	LZSMX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$10,857	$157.28	$11,046	$346.43	$189.00 → DVY
2	$11,777	$159.59	$12,177	$357.65	$400.00 → DVY
3	$12,763	$161.78	$13,398	$368.47	$635.00 → DVY
4	$13,820	$163.86	$14,715	$378.89	$895.00 → DVY
5	$14,954	$165.83	$16,134	$388.90	$1.2K → DVY
6	$16,168	$167.69	$17,662	$398.51	$1.5K → DVY
7	$17,469	$169.44	$19,306	$407.71	$1.8K → DVY
8	$18,863	$171.10	$21,074	$416.50	$2.2K → DVY
9	$20,356	$172.67	$22,974	$424.90	$2.6K → DVY
10	$21,955	$174.15	$25,015	$432.91	$3.1K → DVY

LZSMX vs DVY: Complete Analysis 2026

LZSMX — Stock

The fund invests primarily in equity securities, principally common stocks, of relatively small non-U.S. companies that the Investment Manager believes are undervalued based on their earnings, cash flow or asset values. The Investment Manager considers "small non-U.S. companies" to be those non-U.S. companies with market capitalizations, at the time of initial purchase by the Portfolio, below $5 billion and above $300 million or in the range of companies included in the MSCI EAFE Small Cap Index.

Full LZSMX 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 →

📬

Get this LZSMX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LZSMX vs SCHD LZSMX vs JEPI LZSMX vs O LZSMX vs KO LZSMX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.