Home › Compare › SWANX vs DVY

SWANX vs DVY: Dividend Comparison 2026

SWANX yields 6.97% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SWANX wins by $6.7K in total portfolio value
10 years
SWANX
SWANX
● Live price
6.97%
Share price
$23.19
Annual div
$1.62
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.7K
Annual income
$1,086.10
Full SWANX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — SWANX vs DVY

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

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

Tax Bracket Optimizer

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

SWANX
Annual income on $10K today (after 15% tax)
$592.80/yr
After 10yr DRIP, annual income (after tax)
$923.19/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, SWANX beats the other by $555.21/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWANX: 50%DVY: 50%
100% DVY50/50100% SWANX
Portfolio after 10yr
$28.4K
Annual income
$759.50/yr
Blended yield
2.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWANX buys
0
DVY buys
0
No recent congressional trades found for SWANX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWANXDVY
Forward yield6.97% ✓3.46%
Annual dividend / share$1.62$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.7K ✓$25.0K
Annual income after 10y$1,086.10 ✓$432.91
Total dividends collected$9.0K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWANX PortfolioSWANX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,397$697.41$11,046$346.43+$351.00 → SWANX
2$12,938$742.87$12,177$357.65+$761.00 → SWANX
3$14,632$788.12$13,398$368.47+$1.2K → SWANX
4$16,489$832.99$14,715$378.89+$1.8K → SWANX
5$18,521$877.31$16,134$388.90+$2.4K → SWANX
6$20,738$920.93$17,662$398.51+$3.1K → SWANX
7$23,153$963.73$19,306$407.71+$3.8K → SWANX
8$25,780$1,005.58$21,074$416.50+$4.7K → SWANX
9$28,631$1,046.40$22,974$424.90+$5.7K → SWANX
10$31,721$1,086.10$25,015$432.91+$6.7K → SWANX

SWANX vs DVY: Complete Analysis 2026

SWANX — Stock

The fund seeks long-term capital growth.

Full SWANX 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 SWANX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SWANX vs SCHDSWANX vs JEPISWANX vs OSWANX vs KOSWANX 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.