Home › Compare › SWTSX vs DVY

SWTSX vs DVY: Dividend Comparison 2026

SWTSX yields 1.15% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $3.7K in total portfolio value
10 years
SWTSX
SWTSX
● Live price
1.15%
Share price
$15.73
Annual div
$0.18
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.3K
Annual income
$123.62
Full SWTSX 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 — SWTSX 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 PeriodSWTSXDVY
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, SWTSX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SWTSX
Annual income on $10K today (after 15% tax)
$97.54/yr
After 10yr DRIP, annual income (after tax)
$105.08/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 $262.90/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWTSX: 50%DVY: 50%
100% DVY50/50100% SWTSX
Portfolio after 10yr
$23.2K
Annual income
$278.26/yr
Blended yield
1.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWTSX buys
0
DVY buys
0
No recent congressional trades found for SWTSX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWTSXDVY
Forward yield1.15%3.46% ✓
Annual dividend / share$0.18$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.3K$25.0K ✓
Annual income after 10y$123.62$432.91 ✓
Total dividends collected$1.2K$3.9K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWTSX PortfolioSWTSX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,815$114.75$11,046$346.43$231.00 → DVY
2$11,688$115.98$12,177$357.65$489.00 → DVY
3$12,623$117.14$13,398$368.47$775.00 → DVY
4$13,625$118.24$14,715$378.89$1.1K → DVY
5$14,698$119.27$16,134$388.90$1.4K → DVY
6$15,847$120.25$17,662$398.51$1.8K → DVY
7$17,077$121.17$19,306$407.71$2.2K → DVY
8$18,395$122.04$21,074$416.50$2.7K → DVY
9$19,805$122.85$22,974$424.90$3.2K → DVY
10$21,315$123.62$25,015$432.91$3.7K → DVY

SWTSX vs DVY: Complete Analysis 2026

SWTSX — Stock

The fund’s goal is to track the total return of the entire U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market IndexSM.

Full SWTSX 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 SWTSX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SWTSX vs SCHDSWTSX vs JEPISWTSX vs OSWTSX vs KOSWTSX 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.