HomeCompareSOF vs DVY

SOF vs DVY: Dividend Comparison 2026

SOF yields 3.75% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SOF wins by $488.00 in total portfolio value
10 years
SOF
SOF
● Live price
3.75%
Share price
$100.61
Annual div
$3.77
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.5K
Annual income
$476.67
Full SOF calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — SOF vs DVY

📍 SOF 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 PeriodSOFDVY
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, SOF + DVY cover 0 of 12 monthsgood coverage

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

SOF
Annual income on $10K today (after 15% tax)
$318.47/yr
After 10yr DRIP, annual income (after tax)
$405.17/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, SOF beats the other by $37.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOF: 50%DVY: 50%
100% DVY50/50100% SOF
Portfolio after 10yr
$25.3K
Annual income
$454.78/yr
Blended yield
1.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOF buys
0
DVY buys
0
No recent congressional trades found for SOF or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOFDVY
Forward yield3.75%3.46%
Annual dividend / share$3.77$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.5K$25.0K
Annual income after 10y$476.67$432.91
Total dividends collected$4.3K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOF PortfolioSOF Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,075$374.67$11,046$346.43+$29.00SOF
2$12,238$387.79$12,177$357.65+$61.00SOF
3$13,495$400.48$13,398$368.47+$97.00SOF
4$14,852$412.73$14,715$378.89+$137.00SOF
5$16,316$424.53$16,134$388.90+$182.00SOF
6$17,894$435.87$17,662$398.51+$232.00SOF
7$19,594$446.75$19,306$407.71+$288.00SOF
8$21,422$457.18$21,074$416.50+$348.00SOF
9$23,389$467.15$22,974$424.90+$415.00SOF
10$25,503$476.67$25,015$432.91+$488.00SOF

SOF vs DVY: Complete Analysis 2026

SOFStock

The fund is an actively managed ETF that seeks to closely replicate the performance of the SOFR, as published by the Federal Reserve Bank of New York. Under normal market circumstances, the fund will invest at least 80% of its net assets in investment instruments selected by Samsung Asset Management, Inc., the fund’s sub-adviser with the goal of achieving the returns that closely replicate the performance of SOFR after fund fees and expenses and prior to any distributions payable by the fund. The fund is non-diversified.

Full SOF 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.