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SWLGX vs DVY: Dividend Comparison 2026

SWLGX yields 0.51% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $4.6K in total portfolio value
10 years
SWLGX
SWLGX
● Live price
0.51%
Share price
$15.81
Annual div
$0.08
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.4K
Annual income
$52.29
Full SWLGX 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 — SWLGX vs DVY

📍 DVY 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 PeriodSWLGXDVY
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, SWLGX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SWLGX
Annual income on $10K today (after 15% tax)
$43.01/yr
After 10yr DRIP, annual income (after tax)
$44.45/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, DVY beats the other by $323.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWLGX: 50%DVY: 50%
100% DVY50/50100% SWLGX
Portfolio after 10yr
$22.7K
Annual income
$242.60/yr
Blended yield
1.07%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWLGX buys
0
DVY buys
0
No recent congressional trades found for SWLGX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWLGXDVY
Forward yield0.51%3.46% ✓
Annual dividend / share$0.08$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.4K$25.0K ✓
Annual income after 10y$52.29$432.91 ✓
Total dividends collected$515.00 ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWLGX PortfolioSWLGX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,751$50.60$11,046$346.43$295.00 → DVY
2$11,554$50.84$12,177$357.65$623.00 → DVY
3$12,414$51.06$13,398$368.47$984.00 → DVY
4$13,334$51.28$14,715$378.89$1.4K → DVY
5$14,319$51.47$16,134$388.90$1.8K → DVY
6$15,373$51.66$17,662$398.51$2.3K → DVY
7$16,501$51.83$19,306$407.71$2.8K → DVY
8$17,708$52.00$21,074$416.50$3.4K → DVY
9$19,000$52.15$22,974$424.90$4.0K → DVY
10$20,382$52.29$25,015$432.91$4.6K → DVY

SWLGX vs DVY: Complete Analysis 2026

SWLGX — Stock

The fund's goal is to track the performance of a benchmark index that measures the total return of large capitalization U.S. growth stocks.

Full SWLGX 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.