Is SMBYX or DVY a better dividend investment in 2026?

SMBYX currently yields 7.79% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: SMBYX offers higher current income.

What is the dividend yield difference between SMBYX and DVY?

SMBYX has a forward dividend yield of 7.79% ($2.97/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 4.33 percentage points.

Home › Compare › SMBYX vs DVY

SMBYX vs DVY: Dividend Comparison 2026

SMBYX yields 7.79% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 SMBYX wins by $8.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SMBYX

● Live price

7.79%

Share price

$38.15

Annual div

$2.97

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$33.5K

Annual income

$1,275.16

Full SMBYX 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 — SMBYX vs DVY

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SMBYX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SMBYX

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

$661.91/yr

After 10yr DRIP, annual income (after tax)

$1,083.89/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, SMBYX beats the other by $715.91/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SMBYX: 50%DVY: 50%

100% DVY50/50100% SMBYX

Portfolio after 10yr

$29.3K

Annual income

$854.03/yr

Blended yield

2.92%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMBYX buys

DVY buys

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

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

MetricSMBYXDVY

Forward yield	7.79% ✓	3.46%
Annual dividend / share	$2.97	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$33.5K ✓	$25.0K
Annual income after 10y	$1,275.16 ✓	$432.91
Total dividends collected	$10.3K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SMBYX Portfolio	SMBYX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,479	$778.72	$11,046	$346.43	+$433.00 → SMBYX
2	$13,118	$835.39	$12,177	$357.65	+$941.00 → SMBYX
3	$14,928	$892.21	$13,398	$368.47	+$1.5K → SMBYX
4	$16,922	$948.92	$14,715	$378.89	+$2.2K → SMBYX
5	$19,112	$1,005.30	$16,134	$388.90	+$3.0K → SMBYX
6	$21,511	$1,061.11	$17,662	$398.51	+$3.8K → SMBYX
7	$24,133	$1,116.17	$19,306	$407.71	+$4.8K → SMBYX
8	$26,992	$1,170.30	$21,074	$416.50	+$5.9K → SMBYX
9	$30,105	$1,223.34	$22,974	$424.90	+$7.1K → SMBYX
10	$33,488	$1,275.16	$25,015	$432.91	+$8.5K → SMBYX

SMBYX vs DVY: Complete Analysis 2026

SMBYX — Stock

Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of medium capitalization companies. The fund may invest up to 20% of its assets in equity securities of companies other than medium capitalization companies. The fund may also invest up to 25% of its net assets in securities of foreign issuers.

Full SMBYX 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 SMBYX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SMBYX vs SCHD SMBYX vs JEPI SMBYX vs O SMBYX vs KO SMBYX 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.