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RPBAX vs DVY: Dividend Comparison 2026

RPBAX yields 7.03% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RPBAX wins by $6.8K in total portfolio value
10 years
RPBAX
RPBAX
● Live price
7.03%
Share price
$27.88
Annual div
$1.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.8K
Annual income
$1,098.22
Full RPBAX 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 — RPBAX vs DVY

📍 RPBAX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodRPBAXDVY
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, RPBAX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

RPBAX
Annual income on $10K today (after 15% tax)
$597.41/yr
After 10yr DRIP, annual income (after tax)
$933.49/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, RPBAX beats the other by $565.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RPBAX: 50%DVY: 50%
100% DVY50/50100% RPBAX
Portfolio after 10yr
$28.4K
Annual income
$765.56/yr
Blended yield
2.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RPBAX buys
0
DVY buys
0
No recent congressional trades found for RPBAX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRPBAXDVY
Forward yield7.03% ✓3.46%
Annual dividend / share$1.96$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.8K ✓$25.0K
Annual income after 10y$1,098.22 ✓$432.91
Total dividends collected$9.0K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearRPBAX PortfolioRPBAX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,403$702.83$11,046$346.43+$357.00 → RPBAX
2$12,950$749.00$12,177$357.65+$773.00 → RPBAX
3$14,652$794.98$13,398$368.47+$1.3K → RPBAX
4$16,518$840.59$14,715$378.89+$1.8K → RPBAX
5$18,560$885.66$16,134$388.90+$2.4K → RPBAX
6$20,789$930.04$17,662$398.51+$3.1K → RPBAX
7$23,218$973.60$19,306$407.71+$3.9K → RPBAX
8$25,859$1,016.21$21,074$416.50+$4.8K → RPBAX
9$28,727$1,057.78$22,974$424.90+$5.8K → RPBAX
10$31,836$1,098.22$25,015$432.91+$6.8K → RPBAX

RPBAX vs DVY: Complete Analysis 2026

RPBAX — Stock

The fund normally invests approximately 65% of its total assets in common stocks and 35% in fixed income securities. It will invest at least 25% of its total assets in fixed income senior securities and may invest up to 35% of its total assets in foreign securities.

Full RPBAX 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.