HomeCompareSCWFX vs DVY

SCWFX vs DVY: Dividend Comparison 2026

SCWFX yields 4.93% · DVY yields 3.46%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SCWFX wins by $2.6K in total portfolio value
10 years
SCWFX
SCWFX
● Live price
4.93%
Share price
$71.27
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.6K
Annual income
$675.86
Full SCWFX 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 — SCWFX vs DVY

📍 SCWFX 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 PeriodSCWFXDVY
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, SCWFX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SCWFX
Annual income on $10K today (after 15% tax)
$419.06/yr
After 10yr DRIP, annual income (after tax)
$574.48/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, SCWFX beats the other by $206.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SCWFX: 50%DVY: 50%
100% DVY50/50100% SCWFX
Portfolio after 10yr
$26.3K
Annual income
$554.38/yr
Blended yield
2.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SCWFX buys
0
DVY buys
0
No recent congressional trades found for SCWFX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSCWFXDVY
Forward yield4.93%3.46%
Annual dividend / share$3.51$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.6K$25.0K
Annual income after 10y$675.86$432.91
Total dividends collected$5.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSCWFX PortfolioSCWFX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,193$493.01$11,046$346.43+$147.00SCWFX
2$12,492$515.73$12,177$357.65+$315.00SCWFX
3$13,905$537.94$13,398$368.47+$507.00SCWFX
4$15,438$559.59$14,715$378.89+$723.00SCWFX
5$17,099$580.63$16,134$388.90+$965.00SCWFX
6$18,897$601.04$17,662$398.51+$1.2KSCWFX
7$20,840$620.79$19,306$407.71+$1.5KSCWFX
8$22,939$639.85$21,074$416.50+$1.9KSCWFX
9$25,203$658.21$22,974$424.90+$2.2KSCWFX
10$27,643$675.86$25,015$432.91+$2.6KSCWFX

SCWFX vs DVY: Complete Analysis 2026

SCWFXStock

Normally the fund invests at least 80% of its net assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.

Full SCWFX 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.