Home › Compare › SZNE vs DVY

SZNE vs DVY: Dividend Comparison 2026

SZNE yields 1.39% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $3.3K in total portfolio value
10 years
SZNE
SZNE
● Live price
1.39%
Share price
$36.10
Annual div
$0.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.7K
Annual income
$152.17
Full SZNE 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 — SZNE 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 PeriodSZNEDVY
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, SZNE + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SZNE
Annual income on $10K today (after 15% tax)
$118.19/yr
After 10yr DRIP, annual income (after tax)
$129.34/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 $238.63/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SZNE: 50%DVY: 50%
100% DVY50/50100% SZNE
Portfolio after 10yr
$23.3K
Annual income
$292.53/yr
Blended yield
1.25%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SZNE buys
0
DVY buys
0
No recent congressional trades found for SZNE or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSZNEDVY
Forward yield1.39%3.46% ✓
Annual dividend / share$0.50$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.7K$25.0K ✓
Annual income after 10y$152.17$432.91 ✓
Total dividends collected$1.5K$3.9K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSZNE PortfolioSZNE Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,839$139.05$11,046$346.43$207.00 → DVY
2$11,739$140.86$12,177$357.65$438.00 → DVY
3$12,703$142.57$13,398$368.47$695.00 → DVY
4$13,736$144.19$14,715$378.89$979.00 → DVY
5$14,844$145.72$16,134$388.90$1.3K → DVY
6$16,030$147.16$17,662$398.51$1.6K → DVY
7$17,300$148.53$19,306$407.71$2.0K → DVY
8$18,661$149.81$21,074$416.50$2.4K → DVY
9$20,119$151.03$22,974$424.90$2.9K → DVY
10$21,679$152.17$25,015$432.91$3.3K → DVY

SZNE vs DVY: Complete Analysis 2026

SZNE — Stock

A strategy-driven large cap exchange traded fund (ETF) that seeks to track the investment returns of an index that alternates exposure semi-annually to certain sectors in the S&P 500 Equal Weight Index.

Full SZNE 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 SZNE vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SZNE vs SCHDSZNE vs JEPISZNE vs OSZNE vs KOSZNE 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.