Is OWMBX or DVY a better dividend investment in 2026?

OWMBX currently yields 2.64% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: DVY offers higher current income.

What is the dividend yield difference between OWMBX and DVY?

OWMBX has a forward dividend yield of 2.64% ($0.30/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 0.86 percentage points.

Home › Compare › OWMBX vs DVY

OWMBX vs DVY: Dividend Comparison 2026

OWMBX yields 2.64% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 DVY wins by $1.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

OWMBX

● Live price

2.64%

Share price

$11.43

Annual div

$0.30

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$23.6K

Annual income

$313.35

Full OWMBX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — OWMBX vs DVY

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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OWMBX 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.

OWMBX

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

$224.60/yr

After 10yr DRIP, annual income (after tax)

$266.35/yr

DVY

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

$297.17/yr

After 10yr DRIP, annual income (after tax)

$372.11/yr

At 15% tax rate, DVY beats the other by $105.77/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 OWMBX + DVY for your $10,000?

OWMBX: 50%DVY: 50%

100% DVY50/50100% OWMBX

Portfolio after 10yr

$24.4K

Annual income

$375.56/yr

Blended yield

1.54%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OWMBX buys

DVY buys

Politician	Chamber	Ticker	Type	Amount	Date
Kurt Schrader	🏢 House	$OWMBX	▼ Sell	$15,001 - $50,000	2022-10-11
Kurt Schrader	🏢 House	$OWMBX	▼ Sell	$15,001 - $50,000	2022-06-14
Kurt Schrader	🏢 House	$OWMBX	▲ Buy	$1,001 - $15,000	2021-12-14

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

MetricOWMBXDVY

Forward yield	2.64%	3.50% ✓
Annual dividend / share	$0.30	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$23.6K	$25.1K ✓
Annual income after 10y	$313.35	$437.78 ✓
Total dividends collected	$2.9K	$4.0K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	OWMBX Portfolio	OWMBX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$10,964	$264.23	$11,050	$349.62	$86.00 → DVY
2	$12,002	$270.76	$12,184	$361.04	$182.00 → DVY
3	$13,120	$277.01	$13,409	$372.07	$289.00 → DVY
4	$14,321	$282.98	$14,730	$382.68	$409.00 → DVY
5	$15,612	$288.69	$16,154	$392.89	$542.00 → DVY
6	$16,999	$294.13	$17,688	$402.69	$689.00 → DVY
7	$18,488	$299.31	$19,338	$412.07	$850.00 → DVY
8	$20,087	$304.23	$21,113	$421.04	$1.0K → DVY
9	$21,802	$308.91	$23,020	$429.61	$1.2K → DVY
10	$23,641	$313.35	$25,070	$437.78	$1.4K → DVY

OWMBX vs DVY: Complete Analysis 2026

OWMBX — Stock

The fund invests at least 80% of its net assets plus investment borrowings in investments the income from which is exempt from federal income tax, but not necessarily the federal alternative minimum tax. The fund invests, as a non-fundamental policy, at least 80% of its net assets, plus borrowings for investment purposes, in municipal bonds.

Full OWMBX 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.