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SGASF vs DVY: Dividend Comparison 2026

SGASF yields 2.49% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $1.6K in total portfolio value
10 years
SGASF
SGASF
● Live price
2.49%
Share price
$80.44
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.4K
Annual income
$291.93
Full SGASF 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 — SGASF vs DVY

📍 DVY pulled ahead of the other in Year 1

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 PeriodSGASFDVY
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, SGASF + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SGASF
Annual income on $10K today (after 15% tax)
$211.34/yr
After 10yr DRIP, annual income (after tax)
$248.14/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, DVY beats the other by $119.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGASF: 50%DVY: 50%
100% DVY50/50100% SGASF
Portfolio after 10yr
$24.2K
Annual income
$362.41/yr
Blended yield
1.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGASF buys
0
DVY buys
0
No recent congressional trades found for SGASF or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGASFDVY
Forward yield2.49%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$23.4K$25.0K ✓
Annual income after 10y$291.93$432.91 ✓
Total dividends collected$2.7K$3.9K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSGASF PortfolioSGASF Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,949$248.64$11,046$346.43$97.00 → DVY
2$11,969$254.41$12,177$357.65$208.00 → DVY
3$13,067$259.94$13,398$368.47$331.00 → DVY
4$14,247$265.21$14,715$378.89$468.00 → DVY
5$15,515$270.25$16,134$388.90$619.00 → DVY
6$16,876$275.04$17,662$398.51$786.00 → DVY
7$18,337$279.59$19,306$407.71$969.00 → DVY
8$19,904$283.92$21,074$416.50$1.2K → DVY
9$21,586$288.03$22,974$424.90$1.4K → DVY
10$23,388$291.93$25,015$432.91$1.6K → DVY

SGASF vs DVY: Complete Analysis 2026

SGASF — Stock

The investment objective of the Fund is to track the performance of US equities with a higher weighting applied to equities exhibiting low valuation characteristics.

Full SGASF 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.