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SDMF vs DVY: Dividend Comparison 2026

SDMF yields 7.99% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SDMF wins by $8.9K in total portfolio value
10 years
SDMF
SDMF
● Live price
7.99%
Share price
$25.02
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.0K
Annual income
$1,325.70
Full SDMF calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — SDMF vs DVY

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

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

Tax Bracket Optimizer

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

SDMF
Annual income on $10K today (after 15% tax)
$679.46/yr
After 10yr DRIP, annual income (after tax)
$1,126.85/yr
DVY
Annual income on $10K today (after 15% tax)
$297.17/yr
After 10yr DRIP, annual income (after tax)
$372.11/yr
At 15% tax rate, SDMF beats the other by $754.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SDMF: 50%DVY: 50%
100% DVY50/50100% SDMF
Portfolio after 10yr
$29.5K
Annual income
$881.74/yr
Blended yield
2.99%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SDMF buys
0
DVY buys
0
No recent congressional trades found for SDMF or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDMFDVY
Forward yield7.99% ✓3.50%
Annual dividend / share$2.00$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.0K ✓$25.1K
Annual income after 10y$1,325.70 ✓$437.78
Total dividends collected$10.7K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSDMF PortfolioSDMF Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,499$799.36$11,050$349.62+$449.00 → SDMF
2$13,163$859.08$12,184$361.04+$979.00 → SDMF
3$15,004$919.06$13,409$372.07+$1.6K → SDMF
4$17,033$979.03$14,730$382.68+$2.3K → SDMF
5$19,264$1,038.73$16,154$392.89+$3.1K → SDMF
6$21,711$1,097.93$17,688$402.69+$4.0K → SDMF
7$24,387$1,156.41$19,338$412.07+$5.0K → SDMF
8$27,308$1,213.98$21,113$421.04+$6.2K → SDMF
9$30,490$1,270.46$23,020$429.61+$7.5K → SDMF
10$33,950$1,325.70$25,070$437.78+$8.9K → SDMF

SDMF vs DVY: Complete Analysis 2026

SDMF — Stock

SDMF is a passively managed alternative fund that aims to replicate the performance of the largest managed futures funds. The fund uses a 10-factor replication strategy to reflect the performance various futures contracts across major asset classes.

Full SDMF 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.