Is SGRT or DVY a better dividend investment in 2026?

SGRT currently yields 0.15% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: DVY offers higher current income.

What is the dividend yield difference between SGRT and DVY?

SGRT has a forward dividend yield of 0.15% ($0.04/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 3.35 percentage points.

Home › Compare › SGRT vs DVY

SGRT vs DVY: Dividend Comparison 2026

SGRT yields 0.15% · DVY yields 3.50%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 DVY wins by $5.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SGRT

● Live price

0.15%

Share price

$26.68

Annual div

$0.04

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$19.9K

Annual income

$15.11

Full SGRT calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — SGRT 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 Period	SGRT	DVY
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, SGRT + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SGRT pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SGRT

Annual income on $10K today (after 15% tax)

$12.72/yr

After 10yr DRIP, annual income (after tax)

$12.84/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, DVY beats the other by $359.27/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SGRT: 50%DVY: 50%

100% DVY50/50100% SGRT

Portfolio after 10yr

$22.5K

Annual income

$226.44/yr

Blended yield

1.01%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGRT buys

DVY buys

No recent congressional trades found for SGRT or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSGRTDVY

Forward yield	0.15%	3.50% ✓
Annual dividend / share	$0.04	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$19.9K	$25.1K ✓
Annual income after 10y	$15.11	$437.78 ✓
Total dividends collected	$150.00 ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SGRT Portfolio	SGRT Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$10,715	$14.96	$11,050	$349.62	$335.00 → DVY
2	$11,480	$14.98	$12,184	$361.04	$704.00 → DVY
3	$12,299	$15.00	$13,409	$372.07	$1.1K → DVY
4	$13,175	$15.02	$14,730	$382.68	$1.6K → DVY
5	$14,112	$15.04	$16,154	$392.89	$2.0K → DVY
6	$15,115	$15.05	$17,688	$402.69	$2.6K → DVY
7	$16,188	$15.07	$19,338	$412.07	$3.1K → DVY
8	$17,336	$15.08	$21,113	$421.04	$3.8K → DVY
9	$18,565	$15.10	$23,020	$429.61	$4.5K → DVY
10	$19,879	$15.11	$25,070	$437.78	$5.2K → DVY

SGRT vs DVY: Complete Analysis 2026

SGRT — Stock

The fund is an actively-managed exchange-traded fund (“ETF”) that invests in equity securities of U.S. domiciled, large-cap companies (typically companies with a market capitalization of $10 billion or more) whose shares are listed on U.S. exchanges. The fund is non-diversified.

Full SGRT 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 →

📬

Get this SGRT vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SGRT vs SCHD SGRT vs JEPI SGRT vs O SGRT vs KO SGRT vs MAIN

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