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SWANX vs VYM: Dividend Comparison 2026

SWANX yields 7.18% · VYM yields 2.37%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SWANX wins by $4.4K in total portfolio value
10 years
SWANX
SWANX
● Live price
7.18%
Share price
$22.54
Annual div
$1.62
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.1K
Annual income
$1,131.41
Full SWANX 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 — SWANX vs VYM

📍 SWANX 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 PeriodSWANXVYM
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, SWANX + VYM cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
SWANX pays
VYM 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)
$609.90/yr
After 10yr DRIP, annual income (after tax)
$961.70/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, SWANX beats the other by $729.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWANX: 50%VYM: 50%
100% VYM50/50100% SWANX
Portfolio after 10yr
$30.0K
Annual income
$702.18/yr
Blended yield
2.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWANX buys
0
VYM buys
0
No recent congressional trades found for SWANX or VYM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWANXVYM
Forward yield7.18% ✓2.37%
Annual dividend / share$1.62$3.51 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.1K ✓$27.8K
Annual income after 10y$1,131.41 ✓$272.94
Total dividends collected$9.3K ✓$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWANX PortfolioSWANX Income/yrVYM PortfolioVYM Income/yrGap
1← crossover$11,418$717.52$11,147$237.17+$271.00 → SWANX
2$12,982$765.64$12,404$242.33+$578.00 → SWANX
3$14,705$813.62$13,780$247.16+$925.00 → SWANX
4$16,595$861.28$15,285$251.67+$1.3K → SWANX
5$18,666$908.43$16,932$255.88+$1.7K → SWANX
6$20,927$954.90$18,733$259.81+$2.2K → SWANX
7$23,392$1,000.55$20,701$263.46+$2.7K → SWANX
8$26,075$1,045.26$22,852$266.86+$3.2K → SWANX
9$28,989$1,088.91$25,201$270.01+$3.8K → SWANX
10$32,150$1,131.41$27,768$272.94+$4.4K → SWANX

SWANX vs VYM: Complete Analysis 2026

SWANX — Stock

The fund seeks long-term capital growth.

Full SWANX Calculator →

VYM — ETF

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 →
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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.