HomeCompareSDVSX vs PM

SDVSX vs PM: Dividend Comparison 2026

SDVSX yields 10.22% · PM yields 3.48%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PM wins by $10.3K in total portfolio value· pulled ahead in Year 3
10 years
SDVSX
SDVSX
● Live price
10.22%
Share price
$16.29
Annual div
$1.67
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.3K
Annual income
$1,942.38
Full SDVSX calculator →
PM
Philip Morris International
● Live price
3.48%
Share price
$165.34
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,492.02
Full PM calculator →

Portfolio growth — SDVSX vs PM

📍 PM pulled ahead of the other in Year 3

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 PeriodSDVSXPM
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, SDVSX + PM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SDVSX
Annual income on $10K today (after 15% tax)
$868.93/yr
After 10yr DRIP, annual income (after tax)
$1,651.02/yr
PM
Annual income on $10K today (after 15% tax)
$296.12/yr
After 10yr DRIP, annual income (after tax)
$2,118.22/yr
At 15% tax rate, PM beats the other by $467.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SDVSX + PM for your $10,000?

SDVSX: 50%PM: 50%
100% PM50/50100% SDVSX
Portfolio after 10yr
$44.4K
Annual income
$2,217.20/yr
Blended yield
4.99%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

SDVSX
No analyst data
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.5% upside vs current
Range: $180.00 — $205.00
Altman Z
4.0
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SDVSX buys
0
PM buys
0
No recent congressional trades found for SDVSX or PM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDVSXPM
Forward yield10.22%3.48%
Annual dividend / share$1.67$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$39.3K$49.6K
Annual income after 10y$1,942.38$2,492.02
Total dividends collected$14.8K$11.7K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: SDVSX vs PM ($10,000, DRIP)

YearSDVSX PortfolioSDVSX Income/yrPM PortfolioPM Income/yrGap
1$11,722$1,022.27$11,648$408.29+$74.00SDVSX
2$13,663$1,119.93$13,589$495.90+$74.00SDVSX
3← crossover$15,839$1,219.93$15,877$603.21$38.00PM
4$18,270$1,321.73$18,580$734.88$310.00PM
5$20,973$1,424.81$21,781$896.75$808.00PM
6$23,970$1,528.66$25,578$1,096.12$1.6KPM
7$27,281$1,632.78$30,092$1,342.17$2.8KPM
8$30,927$1,736.73$35,470$1,646.46$4.5KPM
9$34,932$1,840.06$41,892$2,023.58$7.0KPM
10$39,320$1,942.38$49,578$2,492.02$10.3KPM

SDVSX vs PM: Complete Analysis 2026

SDVSXStock

The investment seeks to provide current income that exceeds the dividend yield of the S&P 500 Index and that grows over a period of years; long-term capital appreciation is a secondary consideration. The fund seeks to achieve its objectives by investing, under normal market conditions, at least 80% of its net assets in dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities, and closed-end investment companies. The fund may invest up to 20% of its net assets in securities of issuers domiciled outside the U.S.

Full SDVSX Calculator →

PMConsumer Staples

Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.

Full PM Calculator →
📬

Get this SDVSX vs PM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SDVSX vs SCHDSDVSX vs JEPISDVSX vs OSDVSX vs KOSDVSX vs MAINSDVSX vs MOSDVSX vs BTISDVSX vs PEP

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.