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SWMCX vs DVY: Dividend Comparison 2026

SWMCX yields 2.15% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $2.2K in total portfolio value
10 years
SWMCX
SWMCX
● Live price
2.15%
Share price
$14.20
Annual div
$0.31
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.9K
Annual income
$247.61
Full SWMCX 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 — SWMCX 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 PeriodSWMCXDVY
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, SWMCX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SWMCX
Annual income on $10K today (after 15% tax)
$183.11/yr
After 10yr DRIP, annual income (after tax)
$210.47/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 $161.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWMCX: 50%DVY: 50%
100% DVY50/50100% SWMCX
Portfolio after 10yr
$24.0K
Annual income
$342.69/yr
Blended yield
1.43%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWMCX buys
0
DVY buys
0
No recent congressional trades found for SWMCX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWMCXDVY
Forward yield2.15%3.50% ✓
Annual dividend / share$0.31$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.9K$25.1K ✓
Annual income after 10y$247.61$437.78 ✓
Total dividends collected$2.3K$4.0K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWMCX PortfolioSWMCX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,915$215.42$11,050$349.62$135.00 → DVY
2$11,899$219.76$12,184$361.04$285.00 → DVY
3$12,956$223.89$13,409$372.07$453.00 → DVY
4$14,091$227.83$14,730$382.68$639.00 → DVY
5$15,309$231.58$16,154$392.89$845.00 → DVY
6$16,616$235.13$17,688$402.69$1.1K → DVY
7$18,017$238.51$19,338$412.07$1.3K → DVY
8$19,520$241.71$21,113$421.04$1.6K → DVY
9$21,131$244.74$23,020$429.61$1.9K → DVY
10$22,858$247.61$25,070$437.78$2.2K → DVY

SWMCX vs DVY: Complete Analysis 2026

SWMCX — Stock

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

Full SWMCX 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.