HomeCompareSVAL vs VYM

SVAL vs VYM: Dividend Comparison 2026

SVAL yields 2.50% · VYM yields 2.37%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VYM wins by $4.4K in total portfolio value
10 years
SVAL
SVAL
● Live price
2.50%
Share price
$35.98
Annual div
$0.90
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.4K
Annual income
$294.07
Full SVAL calculator →
VYM
Vanguard High Dividend Yield ETF
● Live price
2.37%
Share price
$148.10
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$272.94
Full VYM calculator →

Portfolio growth — SVAL vs VYM

📍 VYM 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 PeriodSVALVYM
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, SVAL + VYM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SVAL pays
VYM pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

SVAL
Annual income on $10K today (after 15% tax)
$212.68/yr
After 10yr DRIP, annual income (after tax)
$249.96/yr
VYM
Annual income on $10K today (after 15% tax)
$201.60/yr
After 10yr DRIP, annual income (after tax)
$232.00/yr
At 15% tax rate, SVAL beats the other by $17.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SVAL + VYM for your $10,000?

SVAL: 50%VYM: 50%
100% VYM50/50100% SVAL
Portfolio after 10yr
$25.6K
Annual income
$283.50/yr
Blended yield
1.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVAL buys
0
VYM buys
0
No recent congressional trades found for SVAL or VYM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVALVYM
Forward yield2.50%2.37%
Annual dividend / share$0.90$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.4K$27.8K
Annual income after 10y$294.07$272.94
Total dividends collected$2.7K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: SVAL vs VYM ($10,000, DRIP)

YearSVAL PortfolioSVAL Income/yrVYM PortfolioVYM Income/yrGap
1← crossover$10,950$250.21$11,147$237.17$197.00VYM
2$11,973$256.06$12,404$242.33$431.00VYM
3$13,073$261.65$13,780$247.16$707.00VYM
4$14,255$267.00$15,285$251.67$1.0KVYM
5$15,525$272.09$16,932$255.88$1.4KVYM
6$16,888$276.95$18,733$259.81$1.8KVYM
7$18,352$281.57$20,701$263.46$2.3KVYM
8$19,923$285.95$22,852$266.86$2.9KVYM
9$21,607$290.12$25,201$270.01$3.6KVYM
10$23,414$294.07$27,768$272.94$4.4KVYM

SVAL vs VYM: Complete Analysis 2026

SVALStock

The iShares US Small Cap Value Factor ETF seeks to track the investment results of an index composed of U.S. small-capitalization stocks with prominent value characteristics.

Full SVAL Calculator →

VYMETF

Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.

Full VYM Calculator →
📬

Get this SVAL vs VYM comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SVAL vs SCHDSVAL vs JEPISVAL vs OSVAL vs KOSVAL vs MAINSVAL vs VIGSVAL vs DGROSVAL vs HDV

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.