Is OCTZ or DVY a better dividend investment in 2026?

OCTZ currently yields 4.10% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: OCTZ offers higher current income.

What is the dividend yield difference between OCTZ and DVY?

OCTZ has a forward dividend yield of 4.10% ($1.70/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 0.64 percentage points.

Home › Compare › OCTZ vs DVY

OCTZ vs DVY: Dividend Comparison 2026

OCTZ yields 4.10% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 OCTZ wins by $1.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

OCTZ

● Live price

4.10%

Share price

$41.46

Annual div

$1.70

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.1K

Annual income

$532.98

Full OCTZ 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 — OCTZ vs DVY

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

OCTZ pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

OCTZ

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

$348.28/yr

After 10yr DRIP, annual income (after tax)

$453.03/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, OCTZ beats the other by $85.06/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

OCTZ: 50%DVY: 50%

100% DVY50/50100% OCTZ

Portfolio after 10yr

$25.6K

Annual income

$482.94/yr

Blended yield

1.89%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OCTZ buys

DVY buys

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

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

MetricOCTZDVY

Forward yield	4.10% ✓	3.46%
Annual dividend / share	$1.70	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.1K ✓	$25.0K
Annual income after 10y	$532.98 ✓	$432.91
Total dividends collected	$4.7K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	OCTZ Portfolio	OCTZ Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,110	$409.74	$11,046	$346.43	+$64.00 → OCTZ
2	$12,313	$425.43	$12,177	$357.65	+$136.00 → OCTZ
3	$13,615	$440.66	$13,398	$368.47	+$217.00 → OCTZ
4	$15,024	$455.40	$14,715	$378.89	+$309.00 → OCTZ
5	$16,545	$469.63	$16,134	$388.90	+$411.00 → OCTZ
6	$18,187	$483.35	$17,662	$398.51	+$525.00 → OCTZ
7	$19,956	$496.55	$19,306	$407.71	+$650.00 → OCTZ
8	$21,862	$509.22	$21,074	$416.50	+$788.00 → OCTZ
9	$23,914	$521.36	$22,974	$424.90	+$940.00 → OCTZ
10	$26,121	$532.98	$25,015	$432.91	+$1.1K → OCTZ

OCTZ vs DVY: Complete Analysis 2026

OCTZ — Stock

The fund is an actively-managed ETF that seeks to achieve its investment objective by investing substantially all of its assets in options that reference the index. It will purchase call options and sell (write) put options on the S&P 500 Price Index or an ETF that tracks the S&P 500 Price Index on each Initial Investment Day with an expiration on the next Roll Date. The fund is non-diversified.

Full OCTZ 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 OCTZ vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

OCTZ vs SCHD OCTZ vs JEPI OCTZ vs O OCTZ vs KO OCTZ 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.