Is SRIFX or DVY a better dividend investment in 2026?

SRIFX currently yields 8.55% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: SRIFX offers higher current income.

What is the dividend yield difference between SRIFX and DVY?

SRIFX has a forward dividend yield of 8.55% ($2.00/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 5.05 percentage points.

Home › Compare › SRIFX vs DVY

SRIFX vs DVY: Dividend Comparison 2026

SRIFX yields 8.55% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 SRIFX wins by $10.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SRIFX

● Live price

8.55%

Share price

$23.41

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$35.2K

Annual income

$1,465.94

Full SRIFX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — SRIFX vs DVY

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

Jan

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Feb

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Mar

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Apr

—

May

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Jun

—

Jul

—

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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SRIFX 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.

SRIFX

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

$726.33/yr

After 10yr DRIP, annual income (after tax)

$1,246.05/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, SRIFX beats the other by $873.94/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 SRIFX + DVY for your $10,000?

SRIFX: 50%DVY: 50%

100% DVY50/50100% SRIFX

Portfolio after 10yr

$30.1K

Annual income

$951.86/yr

Blended yield

3.16%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SRIFX buys

DVY buys

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

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

MetricSRIFXDVY

Forward yield	8.55% ✓	3.50%
Annual dividend / share	$2.00	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$35.2K ✓	$25.1K
Annual income after 10y	$1,465.94 ✓	$437.78
Total dividends collected	$11.6K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SRIFX Portfolio	SRIFX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,555	$854.51	$11,050	$349.62	+$505.00 → SRIFX
2	$13,286	$922.75	$12,184	$361.04	+$1.1K → SRIFX
3	$15,208	$991.62	$13,409	$372.07	+$1.8K → SRIFX
4	$17,333	$1,060.79	$14,730	$382.68	+$2.6K → SRIFX
5	$19,676	$1,129.94	$16,154	$392.89	+$3.5K → SRIFX
6	$22,252	$1,198.78	$17,688	$402.69	+$4.6K → SRIFX
7	$25,077	$1,267.04	$19,338	$412.07	+$5.7K → SRIFX
8	$28,167	$1,334.46	$21,113	$421.04	+$7.1K → SRIFX
9	$31,540	$1,400.83	$23,020	$429.61	+$8.5K → SRIFX
10	$35,213	$1,465.94	$25,070	$437.78	+$10.1K → SRIFX

SRIFX vs DVY: Complete Analysis 2026

SRIFX — Stock

The fund is a fund-of-funds, which invests in mutual funds and ETFs ("underlying funds"). It seeks to invest substantially all and, under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, in sustainable impact investments. Sustainable impact investing incorporates non-financial performance indicators that measure a company's management of risks associated with environmental sustainability, social concerns, and corporate governance ("ESG Factors") in an effort to generate long-term competitive investment performance and positive societal impact.

Full SRIFX 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.