Is SVUBX or DVY a better dividend investment in 2026?

SVUBX currently yields 18.87% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: SVUBX offers higher current income.

What is the dividend yield difference between SVUBX and DVY?

SVUBX has a forward dividend yield of 18.87% ($2.00/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 15.41 percentage points.

Home › Compare › SVUBX vs DVY

SVUBX vs DVY: Dividend Comparison 2026

SVUBX yields 18.87% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 SVUBX wins by $43.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SVUBX

● Live price

18.87%

Share price

$10.60

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$68.1K

Annual income

$5,960.70

Full SVUBX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — SVUBX vs DVY

📍 SVUBX 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 Period	SVUBX	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%.

📅

Dividend Calendar Overlap

Combined, SVUBX + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SVUBX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SVUBX

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

$1,603.77/yr

After 10yr DRIP, annual income (after tax)

$5,066.59/yr

DVY

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

$294.47/yr

After 10yr DRIP, annual income (after tax)

$367.97/yr

At 15% tax rate, SVUBX beats the other by $4,698.62/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SVUBX: 50%DVY: 50%

100% DVY50/50100% SVUBX

Portfolio after 10yr

$46.6K

Annual income

$3,196.80/yr

Blended yield

6.87%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVUBX buys

DVY buys

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

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

MetricSVUBXDVY

Forward yield	18.87% ✓	3.46%
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	$68.1K ✓	$25.0K
Annual income after 10y	$5,960.70 ✓	$432.91
Total dividends collected	$37.6K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	SVUBX Portfolio	SVUBX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$12,587	$1,886.79	$11,046	$346.43	+$1.5K → SVUBX
2	$15,687	$2,219.50	$12,177	$357.65	+$3.5K → SVUBX
3	$19,371	$2,585.27	$13,398	$368.47	+$6.0K → SVUBX
4	$23,710	$2,983.45	$14,715	$378.89	+$9.0K → SVUBX
5	$28,783	$3,412.90	$16,134	$388.90	+$12.6K → SVUBX
6	$34,670	$3,872.02	$17,662	$398.51	+$17.0K → SVUBX
7	$41,455	$4,358.83	$19,306	$407.71	+$22.1K → SVUBX
8	$49,228	$4,871.00	$21,074	$416.50	+$28.2K → SVUBX
9	$58,080	$5,405.90	$22,974	$424.90	+$35.1K → SVUBX
10	$68,106	$5,960.70	$25,015	$432.91	+$43.1K → SVUBX

SVUBX vs DVY: Complete Analysis 2026

SVUBX — Stock

The investment seeks capital growth. The fund normally invests at least 80% of its investable assets in equity and equity-related securities of mid-cap companies. The subadviser considers mid-cap companies to be companies with market capitalizations within the market cap range of companies included in the Russell Midcap Index (measured at the time of purchase). Most of the fund's assets will typically be invested in U.S. equity and equity-related securities, including up to 25% of its total assets in real estate investment trusts (REITs).

Full SVUBX 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 SVUBX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SVUBX vs SCHD SVUBX vs JEPI SVUBX vs O SVUBX vs KO SVUBX 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.