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SOFL vs DVY: Dividend Comparison 2026

SOFL yields 8.76% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SOFL wins by $10.7K in total portfolio value
10 years
SOFL
SOFL
● Live price
8.76%
Share price
$22.84
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.7K
Annual income
$1,521.81
Full SOFL 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 — SOFL vs DVY

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

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
SOFL pays
DVY pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

SOFL
Annual income on $10K today (after 15% tax)
$744.31/yr
After 10yr DRIP, annual income (after tax)
$1,293.54/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, SOFL beats the other by $925.56/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOFL: 50%DVY: 50%
100% DVY50/50100% SOFL
Portfolio after 10yr
$30.4K
Annual income
$977.35/yr
Blended yield
3.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOFL buys
0
DVY buys
0
No recent congressional trades found for SOFL or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOFLDVY
Forward yield8.76% ✓3.46%
Annual dividend / share$2.00$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.7K ✓$25.0K
Annual income after 10y$1,521.81 ✓$432.91
Total dividends collected$12.0K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSOFL PortfolioSOFL Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,576$875.66$11,046$346.43+$530.00 → SOFL
2$13,333$947.32$12,177$357.65+$1.2K → SOFL
3$15,286$1,019.78$13,398$368.47+$1.9K → SOFL
4$17,449$1,092.67$14,715$378.89+$2.7K → SOFL
5$19,836$1,165.67$16,134$388.90+$3.7K → SOFL
6$22,463$1,238.44$17,662$398.51+$4.8K → SOFL
7$25,346$1,310.70$19,306$407.71+$6.0K → SOFL
8$28,503$1,382.18$21,074$416.50+$7.4K → SOFL
9$31,951$1,452.62$22,974$424.90+$9.0K → SOFL
10$35,709$1,521.81$25,015$432.91+$10.7K → SOFL

SOFL vs DVY: Complete Analysis 2026

SOFL — Stock

The fund is an actively managed ETF that attempts to achieve, before fees and expenses, two times (200%) the daily percentage change in the performance of the index by employing derivatives, namely swap agreements and/or listed options contracts. The fund is non-diversified.

Full SOFL 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.