HomeCompareNUMI vs DVY

NUMI vs DVY: Dividend Comparison 2026

NUMI yields 3.77% · DVY yields 3.46%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NUMI wins by $526.00 in total portfolio value
10 years
NUMI
NUMI
● Live price
3.77%
Share price
$24.94
Annual div
$0.94
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.5K
Annual income
$480.12
Full NUMI 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 — NUMI vs DVY

📍 NUMI 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 PeriodNUMIDVY
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, NUMI + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

NUMI
Annual income on $10K today (after 15% tax)
$320.33/yr
After 10yr DRIP, annual income (after tax)
$408.10/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, NUMI beats the other by $40.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NUMI: 50%DVY: 50%
100% DVY50/50100% NUMI
Portfolio after 10yr
$25.3K
Annual income
$456.51/yr
Blended yield
1.81%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NUMI buys
0
DVY buys
0
No recent congressional trades found for NUMI or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNUMIDVY
Forward yield3.77%3.46%
Annual dividend / share$0.94$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.5K$25.0K
Annual income after 10y$480.12$432.91
Total dividends collected$4.3K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNUMI PortfolioNUMI Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,077$376.86$11,046$346.43+$31.00NUMI
2$12,242$390.14$12,177$357.65+$65.00NUMI
3$13,502$402.98$13,398$368.47+$104.00NUMI
4$14,863$415.38$14,715$378.89+$148.00NUMI
5$16,331$427.32$16,134$388.90+$197.00NUMI
6$17,913$438.80$17,662$398.51+$251.00NUMI
7$19,616$449.82$19,306$407.71+$310.00NUMI
8$21,450$460.38$21,074$416.50+$376.00NUMI
9$23,422$470.48$22,974$424.90+$448.00NUMI
10$25,541$480.12$25,015$432.91+$526.00NUMI

NUMI vs DVY: Complete Analysis 2026

NUMIStock

An actively managed portfolio that focuses primarily on investment-grade long-term municipal bonds with a weighted average maturity of more than 10 years. A large team of credit analysts seeks value, targeting municipal bond market inefficiencies in pursuit of the Fund's goal to provide investors with as high a level of tax-exempt income as possible and capital appreciation.

Full NUMI 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.