Is OSIZ or DVY a better dividend investment in 2026?

OSIZ currently yields 6.95% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: OSIZ offers higher current income.

What is the dividend yield difference between OSIZ and DVY?

OSIZ has a forward dividend yield of 6.95% ($2.00/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 3.49 percentage points.

Home › Compare › OSIZ vs DVY

OSIZ vs DVY: Dividend Comparison 2026

OSIZ yields 6.95% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 OSIZ wins by $6.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

OSIZ

● Live price

6.95%

Share price

$28.76

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.7K

Annual income

$1,081.76

Full OSIZ 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 — OSIZ vs DVY

📍 OSIZ 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 Period	OSIZ	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%.

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Dividend Calendar Overlap

Combined, OSIZ + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

—

Apr

—

May

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Jun

—

Jul

—

Aug

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Sep

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Oct

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Nov

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Dec

—

OSIZ pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

OSIZ

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

$591.15/yr

After 10yr DRIP, annual income (after tax)

$919.50/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, OSIZ beats the other by $551.52/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

OSIZ: 50%DVY: 50%

100% DVY50/50100% OSIZ

Portfolio after 10yr

$28.3K

Annual income

$757.33/yr

Blended yield

2.67%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OSIZ buys

DVY buys

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

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

MetricOSIZDVY

Forward yield	6.95% ✓	3.46%
Annual dividend / share	$2.00	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$31.7K ✓	$25.0K
Annual income after 10y	$1,081.76 ✓	$432.91
Total dividends collected	$8.9K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	OSIZ Portfolio	OSIZ Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,395	$695.47	$11,046	$346.43	+$349.00 → OSIZ
2	$12,934	$740.67	$12,177	$357.65	+$757.00 → OSIZ
3	$14,625	$785.66	$13,398	$368.47	+$1.2K → OSIZ
4	$16,479	$830.27	$14,715	$378.89	+$1.8K → OSIZ
5	$18,507	$874.32	$16,134	$388.90	+$2.4K → OSIZ
6	$20,720	$917.67	$17,662	$398.51	+$3.1K → OSIZ
7	$23,130	$960.20	$19,306	$407.71	+$3.8K → OSIZ
8	$25,751	$1,001.79	$21,074	$416.50	+$4.7K → OSIZ
9	$28,596	$1,042.33	$22,974	$424.90	+$5.6K → OSIZ
10	$31,680	$1,081.76	$25,015	$432.91	+$6.7K → OSIZ

OSIZ vs DVY: Complete Analysis 2026

OSIZ — Stock

The investment seeks to track the investment results (before fees and expenses) of the Russell 1000 Size Factor Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is comprised of the 1,000 largest-capitalization companies in the United States. The fund is non-diversified.

Full OSIZ 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 →

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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.