HomeCompareNWGQX vs DVY

NWGQX vs DVY: Dividend Comparison 2026

NWGQX yields 8.57% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NWGQX wins by $10.2K in total portfolio value
10 years
NWGQX
NWGQX
● Live price
8.57%
Share price
$23.35
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.3K
Annual income
$1,471.24
Full NWGQX 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 — NWGQX vs DVY

📍 NWGQX 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 PeriodNWGQXDVY
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, NWGQX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
NWGQX 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.

NWGQX
Annual income on $10K today (after 15% tax)
$728.05/yr
After 10yr DRIP, annual income (after tax)
$1,250.55/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, NWGQX beats the other by $882.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NWGQX: 50%DVY: 50%
100% DVY50/50100% NWGQX
Portfolio after 10yr
$30.1K
Annual income
$952.07/yr
Blended yield
3.16%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NWGQX buys
0
DVY buys
0
No recent congressional trades found for NWGQX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNWGQXDVY
Forward yield8.57%3.46%
Annual dividend / share$2.00$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.3K$25.0K
Annual income after 10y$1,471.24$432.91
Total dividends collected$11.7K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNWGQX PortfolioNWGQX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,557$856.53$11,046$346.43+$511.00NWGQX
2$13,291$925.10$12,177$357.65+$1.1KNWGQX
3$15,215$994.31$13,398$368.47+$1.8KNWGQX
4$17,344$1,063.83$14,715$378.89+$2.6KNWGQX
5$19,692$1,133.34$16,134$388.90+$3.6KNWGQX
6$22,273$1,202.55$17,662$398.51+$4.6KNWGQX
7$25,103$1,271.19$19,306$407.71+$5.8KNWGQX
8$28,199$1,338.99$21,074$416.50+$7.1KNWGQX
9$31,579$1,405.74$22,974$424.90+$8.6KNWGQX
10$35,260$1,471.24$25,015$432.91+$10.2KNWGQX

NWGQX vs DVY: Complete Analysis 2026

NWGQXStock

The investment seeks long-term capital appreciation. The fund invests primarily in stocks of U.S. small-cap companies that the subadviser believes have improving earnings growth potential and attractive valuation. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of small-cap companies whose capitalization is within the range of the market capitalization of the companies in the Russell 2000® Index. The fund may invest up to 20% of its net assets in foreign securities.

Full NWGQX 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.