Is RLTAX or DVY a better dividend investment in 2026?

RLTAX currently yields 13.92% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: RLTAX offers higher current income.

What is the dividend yield difference between RLTAX and DVY?

RLTAX has a forward dividend yield of 13.92% ($2.00/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 10.46 percentage points.

Home › Compare › RLTAX vs DVY

RLTAX vs DVY: Dividend Comparison 2026

RLTAX yields 13.92% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 RLTAX wins by $24.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

RLTAX

● Live price

13.92%

Share price

$14.37

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$49.9K

Annual income

$3,298.29

Full RLTAX 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 — RLTAX vs DVY

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

Jan

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Feb

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Mar

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Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

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RLTAX 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.

RLTAX

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

$1,183.02/yr

After 10yr DRIP, annual income (after tax)

$2,803.55/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, RLTAX beats the other by $2,435.57/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 RLTAX + DVY for your $10,000?

RLTAX: 50%DVY: 50%

100% DVY50/50100% RLTAX

Portfolio after 10yr

$37.5K

Annual income

$1,865.60/yr

Blended yield

4.98%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RLTAX buys

DVY buys

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

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

MetricRLTAXDVY

Forward yield	13.92% ✓	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	$49.9K ✓	$25.0K
Annual income after 10y	$3,298.29 ✓	$432.91
Total dividends collected	$23.1K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	RLTAX Portfolio	RLTAX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$12,092	$1,391.79	$11,046	$346.43	+$1.0K → RLTAX
2	$14,511	$1,572.82	$12,177	$357.65	+$2.3K → RLTAX
3	$17,291	$1,764.02	$13,398	$368.47	+$3.9K → RLTAX
4	$20,466	$1,964.44	$14,715	$378.89	+$5.8K → RLTAX
5	$24,071	$2,173.02	$16,134	$388.90	+$7.9K → RLTAX
6	$28,145	$2,388.65	$17,662	$398.51	+$10.5K → RLTAX
7	$32,725	$2,610.18	$19,306	$407.71	+$13.4K → RLTAX
8	$37,852	$2,836.41	$21,074	$416.50	+$16.8K → RLTAX
9	$43,568	$3,066.17	$22,974	$424.90	+$20.6K → RLTAX
10	$49,916	$3,298.29	$25,015	$432.91	+$24.9K → RLTAX

RLTAX vs DVY: Complete Analysis 2026

RLTAX — Stock

The investment seeks to achieve long-term capital appreciation. The fund is designed to meet investor needs for a diversified portfolio solution with a defined objective of long-term growth through a fully managed investment policy utilizing primarily RiverFront ETFs that collectively feature a mix of exposure to equity securities and debt securities (with a strong emphasis on the former) of both United States and foreign issuers, the combination of which will be varied from time to time both with respect to types of securities and markets in response to changing market and economic trends.

Full RLTAX 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.