Is SMUYX or DVY a better dividend investment in 2026?

SMUYX currently yields 5.25% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: SMUYX offers higher current income.

What is the dividend yield difference between SMUYX and DVY?

SMUYX has a forward dividend yield of 5.25% ($0.53/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 1.79 percentage points.

Home › Compare › SMUYX vs DVY

SMUYX vs DVY: Dividend Comparison 2026

SMUYX yields 5.25% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 SMUYX wins by $3.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SMUYX

● Live price

5.25%

Share price

$10.15

Annual div

$0.53

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.2K

Annual income

$733.44

Full SMUYX 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 — SMUYX vs DVY

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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SMUYX 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.

SMUYX

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

$445.85/yr

After 10yr DRIP, annual income (after tax)

$623.42/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, SMUYX beats the other by $255.45/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 SMUYX + DVY for your $10,000?

SMUYX: 50%DVY: 50%

100% DVY50/50100% SMUYX

Portfolio after 10yr

$26.6K

Annual income

$583.17/yr

Blended yield

2.19%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMUYX buys

DVY buys

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

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

MetricSMUYXDVY

Forward yield	5.25% ✓	3.46%
Annual dividend / share	$0.53	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$28.2K ✓	$25.0K
Annual income after 10y	$733.44 ✓	$432.91
Total dividends collected	$6.3K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SMUYX Portfolio	SMUYX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,225	$524.53	$11,046	$346.43	+$179.00 → SMUYX
2	$12,560	$550.25	$12,177	$357.65	+$383.00 → SMUYX
3	$14,015	$575.45	$13,398	$368.47	+$617.00 → SMUYX
4	$15,596	$600.09	$14,715	$378.89	+$881.00 → SMUYX
5	$17,312	$624.11	$16,134	$388.90	+$1.2K → SMUYX
6	$19,171	$647.45	$17,662	$398.51	+$1.5K → SMUYX
7	$21,184	$670.08	$19,306	$407.71	+$1.9K → SMUYX
8	$23,358	$691.97	$21,074	$416.50	+$2.3K → SMUYX
9	$25,707	$713.09	$22,974	$424.90	+$2.7K → SMUYX
10	$28,239	$733.44	$25,015	$432.91	+$3.2K → SMUYX

SMUYX vs DVY: Complete Analysis 2026

SMUYX — Stock

The advisor employs a strategy intended to generate an absolute (i.e., positive) return in various market cycles with reduced correlation to the stock and bond markets. The fund allocates its assets among a variety of investment strategies through the use of: (i) affiliated and unaffiliated funds, including open-end funds, closed-end funds and exchange traded funds (underlying funds); and/or (ii) one or more investment sub-advisers (each, a Sub-Adviser and collectively, the Sub-Advisers).

Full SMUYX 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.