Home › Compare › MTGP vs DVY

MTGP vs DVY: Dividend Comparison 2026

MTGP yields 4.27% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MTGP wins by $1.4K in total portfolio value
10 years
MTGP
MTGP
● Live price
4.27%
Share price
$44.25
Annual div
$1.89
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.4K
Annual income
$561.65
Full MTGP 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 — MTGP vs DVY

📍 MTGP 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 PeriodMTGPDVY
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, MTGP + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

MTGP
Annual income on $10K today (after 15% tax)
$363.02/yr
After 10yr DRIP, annual income (after tax)
$477.40/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, MTGP beats the other by $105.29/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MTGP: 50%DVY: 50%
100% DVY50/50100% MTGP
Portfolio after 10yr
$25.8K
Annual income
$499.72/yr
Blended yield
1.94%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MTGP buys
0
DVY buys
0
No recent congressional trades found for MTGP or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTGPDVY
Forward yield4.27% ✓3.50%
Annual dividend / share$1.89$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.4K ✓$25.1K
Annual income after 10y$561.65 ✓$437.78
Total dividends collected$5.0K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMTGP PortfolioMTGP Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,127$427.08$11,050$349.62+$77.00 → MTGP
2$12,350$444.13$12,184$361.04+$166.00 → MTGP
3$13,675$460.69$13,409$372.07+$266.00 → MTGP
4$15,109$476.75$14,730$382.68+$379.00 → MTGP
5$16,659$492.29$16,154$392.89+$505.00 → MTGP
6$18,333$507.28$17,688$402.69+$645.00 → MTGP
7$20,138$521.71$19,338$412.07+$800.00 → MTGP
8$22,083$535.59$21,113$421.04+$970.00 → MTGP
9$24,178$548.90$23,020$429.61+$1.2K → MTGP
10$26,432$561.65$25,070$437.78+$1.4K → MTGP

MTGP vs DVY: Complete Analysis 2026

MTGP — Stock

The WisdomTree Mortgage Plus Bond Fund operates as an actively managed exchange-traded fund that seeks income and capital appreciation through investments in mortgage-related debt and other securitized debt. WisdomTree Asset Management, Inc. (WisdomTree) serves as the Fund’s adviser. Voya Investment Management Co., LLC (Voya IM) serves as the Fund’s sub adviser.

Full MTGP 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 MTGP vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

MTGP vs SCHDMTGP vs JEPIMTGP vs OMTGP vs KOMTGP 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.