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SWLSX vs DVY: Dividend Comparison 2026

SWLSX yields 1.34% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $3.5K in total portfolio value
10 years
SWLSX
SWLSX
● Live price
1.34%
Share price
$37.02
Annual div
$0.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.6K
Annual income
$146.04
Full SWLSX calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — SWLSX 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 PeriodSWLSXDVY
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, SWLSX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SWLSX
Annual income on $10K today (after 15% tax)
$113.82/yr
After 10yr DRIP, annual income (after tax)
$124.13/yr
DVY
Annual income on $10K today (after 15% tax)
$297.17/yr
After 10yr DRIP, annual income (after tax)
$372.11/yr
At 15% tax rate, DVY beats the other by $247.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWLSX: 50%DVY: 50%
100% DVY50/50100% SWLSX
Portfolio after 10yr
$23.3K
Annual income
$291.91/yr
Blended yield
1.25%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWLSX buys
0
DVY buys
0
No recent congressional trades found for SWLSX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWLSXDVY
Forward yield1.34%3.50% ✓
Annual dividend / share$0.50$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.6K$25.1K ✓
Annual income after 10y$146.04$437.78 ✓
Total dividends collected$1.4K$4.0K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWLSX PortfolioSWLSX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,834$133.90$11,050$349.62$216.00 → DVY
2$11,728$135.58$12,184$361.04$456.00 → DVY
3$12,686$137.16$13,409$372.07$723.00 → DVY
4$13,713$138.66$14,730$382.68$1.0K → DVY
5$14,813$140.08$16,154$392.89$1.3K → DVY
6$15,991$141.41$17,688$402.69$1.7K → DVY
7$17,253$142.68$19,338$412.07$2.1K → DVY
8$18,605$143.87$21,113$421.04$2.5K → DVY
9$20,052$144.99$23,020$429.61$3.0K → DVY
10$21,601$146.04$25,070$437.78$3.5K → DVY

SWLSX vs DVY: Complete Analysis 2026

SWLSX — Stock

The fund seeks long-term capital growth.

Full SWLSX 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.