HomeCompareMUNDX vs DVY

MUNDX vs DVY: Dividend Comparison 2026

MUNDX yields 9.23% · DVY yields 3.46%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MUNDX wins by $11.8K in total portfolio value
10 years
MUNDX
MUNDX
● Live price
9.23%
Share price
$26.51
Annual div
$2.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.8K
Annual income
$1,651.29
Full MUNDX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — MUNDX vs DVY

📍 MUNDX 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 PeriodMUNDXDVY
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, MUNDX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
MUNDX pays
DVY pays
Both pay
Neither
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Tax Bracket Optimizer

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

MUNDX
Annual income on $10K today (after 15% tax)
$784.60/yr
After 10yr DRIP, annual income (after tax)
$1,403.60/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, MUNDX beats the other by $1,035.62/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MUNDX: 50%DVY: 50%
100% DVY50/50100% MUNDX
Portfolio after 10yr
$30.9K
Annual income
$1,042.10/yr
Blended yield
3.37%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MUNDX buys
0
DVY buys
0
No recent congressional trades found for MUNDX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMUNDXDVY
Forward yield9.23%3.46%
Annual dividend / share$2.45$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.8K$25.0K
Annual income after 10y$1,651.29$432.91
Total dividends collected$12.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearMUNDX PortfolioMUNDX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,623$923.06$11,046$346.43+$577.00MUNDX
2$13,439$1,002.69$12,177$357.65+$1.3KMUNDX
3$15,464$1,083.53$13,398$368.47+$2.1KMUNDX
4$17,711$1,165.17$14,715$378.89+$3.0KMUNDX
5$20,198$1,247.22$16,134$388.90+$4.1KMUNDX
6$22,941$1,329.31$17,662$398.51+$5.3KMUNDX
7$25,958$1,411.07$19,306$407.71+$6.7KMUNDX
8$29,268$1,492.18$21,074$416.50+$8.2KMUNDX
9$32,889$1,572.35$22,974$424.90+$9.9KMUNDX
10$36,842$1,651.29$25,015$432.91+$11.8KMUNDX

MUNDX vs DVY: Complete Analysis 2026

MUNDXStock

Under normal market conditions the fund invests primarily in common stocks of domestic and foreign large capitalization companies. Large capitalization companies are those with a market capitalization of $10 billion or more. The fund's foreign investments consist primarily of American Depositary Receipts ("ADRs"). ADRs are certificates issued by a U.S. bank that represent a certain amount of shares of a foreign company on a foreign or U.S. based stock exchange. The fund's investment strategy focuses on value style investing.

Full MUNDX 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.