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TAXF vs DVY: Dividend Comparison 2026

TAXF yields 3.79% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TAXF wins by $510.00 in total portfolio value
10 years
TAXF
TAXF
● Live price
3.79%
Share price
$50.09
Annual div
$1.90
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$483.62
Full TAXF 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 — TAXF vs DVY

📍 TAXF pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTAXFDVY
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, TAXF + DVY cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
TAXF pays
DVY pays
Both pay
Neither
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Tax Bracket Optimizer

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

TAXF
Annual income on $10K today (after 15% tax)
$322.22/yr
After 10yr DRIP, annual income (after tax)
$411.08/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, TAXF beats the other by $38.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TAXF: 50%DVY: 50%
100% DVY50/50100% TAXF
Portfolio after 10yr
$25.3K
Annual income
$460.70/yr
Blended yield
1.82%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TAXF buys
0
DVY buys
0
No recent congressional trades found for TAXF or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTAXFDVY
Forward yield3.79% ✓3.50%
Annual dividend / share$1.90$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.6K ✓$25.1K
Annual income after 10y$483.62 ✓$437.78
Total dividends collected$4.3K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTAXF PortfolioTAXF Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,079$379.08$11,050$349.62+$29.00 → TAXF
2$12,247$392.51$12,184$361.04+$63.00 → TAXF
3$13,510$405.50$13,409$372.07+$101.00 → TAXF
4$14,874$418.05$14,730$382.68+$144.00 → TAXF
5$16,345$430.14$16,154$392.89+$191.00 → TAXF
6$17,931$441.77$17,688$402.69+$243.00 → TAXF
7$19,639$452.93$19,338$412.07+$301.00 → TAXF
8$21,477$463.62$21,113$421.04+$364.00 → TAXF
9$23,455$473.85$23,020$429.61+$435.00 → TAXF
10$25,580$483.62$25,070$437.78+$510.00 → TAXF

TAXF vs DVY: Complete Analysis 2026

TAXF — Stock

Seeks current income that is exempt from federal income tax

Full TAXF 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.