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RISE vs DVY: Dividend Comparison 2026

RISE yields 10.03% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RISE wins by $13.8K in total portfolio value
10 years
RISE
RISE
● Live price
10.03%
Share price
$19.95
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.8K
Annual income
$1,882.92
Full RISE calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — RISE vs DVY

📍 RISE 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 PeriodRISEDVY
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, RISE + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
RISE pays
DVY pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

RISE
Annual income on $10K today (after 15% tax)
$852.34/yr
After 10yr DRIP, annual income (after tax)
$1,600.48/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, RISE beats the other by $1,228.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RISE: 50%DVY: 50%
100% DVY50/50100% RISE
Portfolio after 10yr
$31.9K
Annual income
$1,160.35/yr
Blended yield
3.63%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RISE buys
0
DVY buys
0
No recent congressional trades found for RISE or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRISEDVY
Forward yield10.03%3.50%
Annual dividend / share$2.00$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.8K$25.1K
Annual income after 10y$1,882.92$437.78
Total dividends collected$14.4K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearRISE PortfolioRISE Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,703$1,002.76$11,050$349.62+$653.00RISE
2$13,619$1,096.73$12,184$361.04+$1.4KRISE
3$15,765$1,192.79$13,409$372.07+$2.4KRISE
4$18,159$1,290.42$14,730$382.68+$3.4KRISE
5$20,819$1,389.14$16,154$392.89+$4.7KRISE
6$23,765$1,488.46$17,688$402.69+$6.1KRISE
7$27,016$1,587.91$19,338$412.07+$7.7KRISE
8$30,594$1,687.07$21,113$421.04+$9.5KRISE
9$34,522$1,785.53$23,020$429.61+$11.5KRISE
10$38,821$1,882.92$25,070$437.78+$13.8KRISE

RISE vs DVY: Complete Analysis 2026

RISEStock

The investment seeks to profit from rising interest rates by tracking the performance of a portfolio consisting of exchange traded futures contracts and options on futures on 2, 5 and 10-year U.S. Treasury securities weighted to achieve a targeted negative 10 year average effective portfolio duration. The weighting of the Treasury Instruments constituting the Benchmark Component Instruments will be based on each maturity's duration contribution. The expected range for the duration weighted percentage of the 2 year and 5 year maturity Treasury Instruments will be from 30% to 70%.

Full RISE 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.