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SASS vs DVY: Dividend Comparison 2026

SASS yields 8.55% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SASS wins by $10.2K in total portfolio value
10 years
SASS
SASS
● Live price
8.55%
Share price
$23.39
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.2K
Annual income
$1,467.26
Full SASS 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 — SASS vs DVY

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

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

Tax Bracket Optimizer

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

SASS
Annual income on $10K today (after 15% tax)
$726.76/yr
After 10yr DRIP, annual income (after tax)
$1,247.17/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, SASS beats the other by $879.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SASS: 50%DVY: 50%
100% DVY50/50100% SASS
Portfolio after 10yr
$30.1K
Annual income
$950.08/yr
Blended yield
3.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SASS buys
0
DVY buys
0
No recent congressional trades found for SASS or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSASSDVY
Forward yield8.55% ✓3.46%
Annual dividend / share$2.00$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.2K ✓$25.0K
Annual income after 10y$1,467.26 ✓$432.91
Total dividends collected$11.6K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSASS PortfolioSASS Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,555$855.01$11,046$346.43+$509.00 → SASS
2$13,287$923.33$12,177$357.65+$1.1K → SASS
3$15,210$992.29$13,398$368.47+$1.8K → SASS
4$17,336$1,061.54$14,715$378.89+$2.6K → SASS
5$19,680$1,130.79$16,134$388.90+$3.5K → SASS
6$22,257$1,199.72$17,662$398.51+$4.6K → SASS
7$25,084$1,268.07$19,306$407.71+$5.8K → SASS
8$28,175$1,335.59$21,074$416.50+$7.1K → SASS
9$31,549$1,402.05$22,974$424.90+$8.6K → SASS
10$35,225$1,467.26$25,015$432.91+$10.2K → SASS

SASS vs DVY: Complete Analysis 2026

SASS — Stock

M.D. Sass Concentrated Equities ETF is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing in a concentrated portfolio of U.S. equities selected through fundamental research.

Full SASS 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.