Home › Compare › SPBW vs DVY

SPBW vs DVY: Dividend Comparison 2026

SPBW yields 7.38% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPBW wins by $7.5K in total portfolio value
10 years
SPBW
SPBW
● Live price
7.38%
Share price
$27.09
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.6K
Annual income
$1,179.17
Full SPBW 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 — SPBW vs DVY

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

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

Tax Bracket Optimizer

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

SPBW
Annual income on $10K today (after 15% tax)
$627.54/yr
After 10yr DRIP, annual income (after tax)
$1,002.29/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, SPBW beats the other by $630.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPBW: 50%DVY: 50%
100% DVY50/50100% SPBW
Portfolio after 10yr
$28.8K
Annual income
$808.47/yr
Blended yield
2.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPBW buys
0
DVY buys
0
No recent congressional trades found for SPBW or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPBWDVY
Forward yield7.38% ✓3.50%
Annual dividend / share$2.00$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.6K ✓$25.1K
Annual income after 10y$1,179.17 ✓$437.78
Total dividends collected$9.6K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSPBW PortfolioSPBW Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,438$738.28$11,050$349.62+$388.00 → SPBW
2$13,028$789.22$12,184$361.04+$844.00 → SPBW
3$14,780$840.11$13,409$372.07+$1.4K → SPBW
4$16,706$890.74$14,730$382.68+$2.0K → SPBW
5$18,816$940.91$16,154$392.89+$2.7K → SPBW
6$21,123$990.44$17,688$402.69+$3.4K → SPBW
7$23,641$1,039.16$19,338$412.07+$4.3K → SPBW
8$26,383$1,086.94$21,113$421.04+$5.3K → SPBW
9$29,364$1,133.64$23,020$429.61+$6.3K → SPBW
10$32,598$1,179.17$25,070$437.78+$7.5K → SPBW

SPBW vs DVY: Complete Analysis 2026

SPBW — Stock

The fund seeks to provide capital appreciation with downside risk mitigation.

Full SPBW 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 SPBW vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SPBW vs SCHDSPBW vs JEPISPBW vs OSPBW vs KOSPBW 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.