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STMDX vs DVY: Dividend Comparison 2026

STMDX yields 5.56% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 STMDX wins by $3.8K in total portfolio value
10 years
STMDX
STMDX
● Live price
5.56%
Share price
$34.40
Annual div
$1.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.8K
Annual income
$792.11
Full STMDX 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 — STMDX vs DVY

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

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

Tax Bracket Optimizer

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

STMDX
Annual income on $10K today (after 15% tax)
$472.24/yr
After 10yr DRIP, annual income (after tax)
$673.29/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, STMDX beats the other by $301.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

STMDX: 50%DVY: 50%
100% DVY50/50100% STMDX
Portfolio after 10yr
$27.0K
Annual income
$614.94/yr
Blended yield
2.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

STMDX buys
0
DVY buys
0
No recent congressional trades found for STMDX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSTMDXDVY
Forward yield5.56% ✓3.50%
Annual dividend / share$1.91$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.8K ✓$25.1K
Annual income after 10y$792.11 ✓$437.78
Total dividends collected$6.8K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSTMDX PortfolioSTMDX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,256$555.58$11,050$349.62+$206.00 → STMDX
2$12,628$584.43$12,184$361.04+$444.00 → STMDX
3$14,125$612.79$13,409$372.07+$716.00 → STMDX
4$15,754$640.58$14,730$382.68+$1.0K → STMDX
5$17,524$667.73$16,154$392.89+$1.4K → STMDX
6$19,445$694.18$17,688$402.69+$1.8K → STMDX
7$21,526$719.88$19,338$412.07+$2.2K → STMDX
8$23,778$744.79$21,113$421.04+$2.7K → STMDX
9$26,211$768.87$23,020$429.61+$3.2K → STMDX
10$28,838$792.11$25,070$437.78+$3.8K → STMDX

STMDX vs DVY: Complete Analysis 2026

STMDX — Stock

To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in securities of real estate and real estate-related companies, or in companies which own significant real estate assets at the time of purchase ("real estate companies") including Real Estate Investment Trusts ("REITs").

Full STMDX 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.