HomeCompareSASWX vs DVY

SASWX vs DVY: Dividend Comparison 2026

SASWX yields 9.08% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SASWX wins by $11.5K in total portfolio value
10 years
SASWX
SASWX
● Live price
9.08%
Share price
$22.03
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.5K
Annual income
$1,609.09
Full SASWX 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 — SASWX vs DVY

📍 SASWX 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 PeriodSASWXDVY
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, SASWX + DVY cover 0 of 12 monthsgood coverage

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

SASWX
Annual income on $10K today (after 15% tax)
$771.67/yr
After 10yr DRIP, annual income (after tax)
$1,367.73/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, SASWX beats the other by $999.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SASWX: 50%DVY: 50%
100% DVY50/50100% SASWX
Portfolio after 10yr
$30.7K
Annual income
$1,021.00/yr
Blended yield
3.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SASWX buys
0
DVY buys
0
No recent congressional trades found for SASWX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSASWXDVY
Forward yield9.08%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$36.5K$25.0K
Annual income after 10y$1,609.09$432.91
Total dividends collected$12.6K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSASWX PortfolioSASWX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,608$907.85$11,046$346.43+$562.00SASWX
2$13,405$984.88$12,177$357.65+$1.2KSASWX
3$15,407$1,062.98$13,398$368.47+$2.0KSASWX
4$17,627$1,141.75$14,715$378.89+$2.9KSASWX
5$20,082$1,220.83$16,134$388.90+$3.9KSASWX
6$22,787$1,299.85$17,662$398.51+$5.1KSASWX
7$25,761$1,378.49$19,306$407.71+$6.5KSASWX
8$29,020$1,456.42$21,074$416.50+$7.9KSASWX
9$32,585$1,533.37$22,974$424.90+$9.6KSASWX
10$36,475$1,609.09$25,015$432.91+$11.5KSASWX

SASWX vs DVY: Complete Analysis 2026

SASWXStock

Under normal circumstances, the fund invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization (small-cap) companies. Small-cap companies will generally include companies whose market capitalizations are equal to or less than the largest company in the Russell 2000® Index during the most recent 12-month period.

Full SASWX 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.