HomeComparePHIYX vs DVY

PHIYX vs DVY: Dividend Comparison 2026

PHIYX yields 6.33% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PHIYX wins by $5.4K in total portfolio value
10 years
PHIYX
PHIYX
● Live price
6.33%
Share price
$7.99
Annual div
$0.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.4K
Annual income
$947.73
Full PHIYX 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 — PHIYX vs DVY

📍 PHIYX 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 PeriodPHIYXDVY
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, PHIYX + DVY cover 0 of 12 monthsgood coverage

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

PHIYX
Annual income on $10K today (after 15% tax)
$538.29/yr
After 10yr DRIP, annual income (after tax)
$805.57/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, PHIYX beats the other by $437.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PHIYX: 50%DVY: 50%
100% DVY50/50100% PHIYX
Portfolio after 10yr
$27.7K
Annual income
$690.31/yr
Blended yield
2.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PHIYX buys
0
DVY buys
0
No recent congressional trades found for PHIYX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPHIYXDVY
Forward yield6.33%3.46%
Annual dividend / share$0.51$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.4K$25.0K
Annual income after 10y$947.73$432.91
Total dividends collected$8.0K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPHIYX PortfolioPHIYX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,333$633.28$11,046$346.43+$287.00PHIYX
2$12,797$670.76$12,177$357.65+$620.00PHIYX
3$14,401$707.86$13,398$368.47+$1.0KPHIYX
4$16,154$744.45$14,715$378.89+$1.4KPHIYX
5$18,065$780.42$16,134$388.90+$1.9KPHIYX
6$20,145$815.66$17,662$398.51+$2.5KPHIYX
7$22,405$850.08$19,306$407.71+$3.1KPHIYX
8$24,857$883.60$21,074$416.50+$3.8KPHIYX
9$27,513$916.17$22,974$424.90+$4.5KPHIYX
10$30,387$947.73$25,015$432.91+$5.4KPHIYX

PHIYX vs DVY: Complete Analysis 2026

PHIYXStock

The fund invests at least 80% of its assets in high yield investments ("junk bonds"), which may be represented by forwards or derivatives. It may invest up to 20% of its total assets in securities rated Caa or below by Moody's, or equivalently rated by S&P or Fitch, or, if unrated, determined by PIMCO to be of comparable quality. The fund may invest, without limitation, in derivative instruments, such as options, futures contracts or swap agreements, or in mortgage- or asset-backed securities.

Full PHIYX 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.