Is SHSAX or DVY a better dividend investment in 2026?

SHSAX currently yields 11.15% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: SHSAX offers higher current income.

What is the dividend yield difference between SHSAX and DVY?

SHSAX has a forward dividend yield of 11.15% ($6.88/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 7.69 percentage points.

Home › Compare › SHSAX vs DVY

SHSAX vs DVY: Dividend Comparison 2026

SHSAX yields 11.15% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 SHSAX wins by $16.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SHSAX

● Live price

11.15%

Share price

$61.74

Annual div

$6.88

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$41.8K

Annual income

$2,240.30

Full SHSAX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — SHSAX vs DVY

📍 SHSAX 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 Period	SHSAX	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%.

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Dividend Calendar Overlap

Combined, SHSAX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SHSAX pays

DVY pays

Both pay

Neither

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Tax Bracket Optimizer

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

SHSAX

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

$947.69/yr

After 10yr DRIP, annual income (after tax)

$1,904.26/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, SHSAX beats the other by $1,536.28/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

SHSAX: 50%DVY: 50%

100% DVY50/50100% SHSAX

Portfolio after 10yr

$33.4K

Annual income

$1,336.60/yr

Blended yield

4.00%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHSAX buys

DVY buys

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

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

MetricSHSAXDVY

Forward yield	11.15% ✓	3.46%
Annual dividend / share	$6.88 ✓	$5.25
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$41.8K ✓	$25.0K
Annual income after 10y	$2,240.30 ✓	$432.91
Total dividends collected	$16.7K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SHSAX Portfolio	SHSAX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,815	$1,114.93	$11,046	$346.43	+$769.00 → SHSAX
2	$13,873	$1,231.11	$12,177	$357.65	+$1.7K → SHSAX
3	$16,195	$1,351.00	$13,398	$368.47	+$2.8K → SHSAX
4	$18,803	$1,473.95	$14,715	$378.89	+$4.1K → SHSAX
5	$21,718	$1,599.32	$16,134	$388.90	+$5.6K → SHSAX
6	$24,965	$1,726.46	$17,662	$398.51	+$7.3K → SHSAX
7	$28,567	$1,854.72	$19,306	$407.71	+$9.3K → SHSAX
8	$32,551	$1,983.50	$21,074	$416.50	+$11.5K → SHSAX
9	$36,941	$2,112.21	$22,974	$424.90	+$14.0K → SHSAX
10	$41,767	$2,240.30	$25,015	$432.91	+$16.8K → SHSAX

SHSAX vs DVY: Complete Analysis 2026

SHSAX — Stock

The investment seeks to provide long-term growth of capital. The fund invests at least 80% of its total assets in equity securities, primarily common stock, of companies in health sciences and related industries. The health sciences sector can include companies in health care equipment and supplies, health care providers and services, biotechnology, and pharmaceuticals. It will concentrate its investments (i.e., invest more than 25% of its assets) in health sciences or related industries, and may invest in companies located in non-U.S. countries.

Full SHSAX 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.