HomeCompareSMDV vs DVY

SMDV vs DVY: Dividend Comparison 2026

SMDV yields 2.54% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $1.6K in total portfolio value
10 years
SMDV
SMDV
● Live price
2.54%
Share price
$68.11
Annual div
$1.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.5K
Annual income
$299.19
Full SMDV calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — SMDV vs DVY

📍 DVY 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 PeriodSMDVDVY
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, SMDV + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SMDV 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.

SMDV
Annual income on $10K today (after 15% tax)
$215.86/yr
After 10yr DRIP, annual income (after tax)
$254.31/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 $117.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMDV: 50%DVY: 50%
100% DVY50/50100% SMDV
Portfolio after 10yr
$24.3K
Annual income
$368.48/yr
Blended yield
1.52%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMDV buys
0
DVY buys
0
No recent congressional trades found for SMDV or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMDVDVY
Forward yield2.54%3.50%
Annual dividend / share$1.73$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.5K$25.1K
Annual income after 10y$299.19$437.78
Total dividends collected$2.8K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSMDV PortfolioSMDV Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,954$253.96$11,050$349.62$96.00DVY
2$11,981$259.98$12,184$361.04$203.00DVY
3$13,085$265.75$13,409$372.07$324.00DVY
4$14,272$271.26$14,730$382.68$458.00DVY
5$15,548$276.51$16,154$392.89$606.00DVY
6$16,918$281.52$17,688$402.69$770.00DVY
7$18,388$286.28$19,338$412.07$950.00DVY
8$19,966$290.81$21,113$421.04$1.1KDVY
9$21,659$295.11$23,020$429.61$1.4KDVY
10$23,474$299.19$25,070$437.78$1.6KDVY

SMDV vs DVY: Complete Analysis 2026

SMDVStock

Under normal circumstances, the fund will invest at least 80% of its total assets in component securities of the index. The index contains a minimum of 40 stocks, which are equally weighted, and no single sector is allowed to comprise more than 30% of the index weight.

Full SMDV Calculator →

DVYETF

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.