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SPBX vs DVY: Dividend Comparison 2026

SPBX yields 7.44% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPBX wins by $7.7K in total portfolio value
10 years
SPBX
SPBX
● Live price
7.44%
Share price
$26.88
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.7K
Annual income
$1,192.62
Full SPBX 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 — SPBX vs DVY

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

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

Tax Bracket Optimizer

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

SPBX
Annual income on $10K today (after 15% tax)
$632.44/yr
After 10yr DRIP, annual income (after tax)
$1,013.73/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, SPBX beats the other by $641.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPBX: 50%DVY: 50%
100% DVY50/50100% SPBX
Portfolio after 10yr
$28.9K
Annual income
$815.20/yr
Blended yield
2.82%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPBX buys
0
DVY buys
0
No recent congressional trades found for SPBX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPBXDVY
Forward yield7.44% ✓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$32.7K ✓$25.1K
Annual income after 10y$1,192.62 ✓$437.78
Total dividends collected$9.7K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSPBX PortfolioSPBX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,444$744.05$11,050$349.62+$394.00 → SPBX
2$13,041$795.79$12,184$361.04+$857.00 → SPBX
3$14,801$847.50$13,409$372.07+$1.4K → SPBX
4$16,736$898.98$14,730$382.68+$2.0K → SPBX
5$18,858$950.01$16,154$392.89+$2.7K → SPBX
6$21,178$1,000.40$17,688$402.69+$3.5K → SPBX
7$23,711$1,050.00$19,338$412.07+$4.4K → SPBX
8$26,469$1,098.66$21,113$421.04+$5.4K → SPBX
9$29,468$1,146.23$23,020$429.61+$6.4K → SPBX
10$32,724$1,192.62$25,070$437.78+$7.7K → SPBX

SPBX vs DVY: Complete Analysis 2026

SPBX — Stock

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

Full SPBX 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.