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TAXM vs DVY: Dividend Comparison 2026

TAXM yields 3.45% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $28.00 in total portfolio value
10 years
TAXM
TAXM
● Live price
3.45%
Share price
$49.83
Annual div
$1.72
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$430.41
Full TAXM 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 — TAXM 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 PeriodTAXMDVY
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, TAXM + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

TAXM
Annual income on $10K today (after 15% tax)
$293.07/yr
After 10yr DRIP, annual income (after tax)
$365.85/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 $2.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TAXM: 50%DVY: 50%
100% DVY50/50100% TAXM
Portfolio after 10yr
$25.0K
Annual income
$431.66/yr
Blended yield
1.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TAXM buys
0
DVY buys
0
No recent congressional trades found for TAXM or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTAXMDVY
Forward yield3.45%3.46% ✓
Annual dividend / share$1.72$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.0K$25.0K
Annual income after 10y$430.41$432.91 ✓
Total dividends collected$3.9K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTAXM PortfolioTAXM Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,045$344.79$11,046$346.43$1.00 → DVY
2$12,174$355.90$12,177$357.65$3.00 → DVY
3$13,393$366.62$13,398$368.47$5.00 → DVY
4$14,707$376.94$14,715$378.89$8.00 → DVY
5$16,123$386.85$16,134$388.90$11.00 → DVY
6$17,648$396.36$17,662$398.51$14.00 → DVY
7$19,289$405.47$19,306$407.71$17.00 → DVY
8$21,054$414.18$21,074$416.50$20.00 → DVY
9$22,950$422.49$22,974$424.90$24.00 → DVY
10$24,987$430.41$25,015$432.91$28.00 → DVY

TAXM vs DVY: Complete Analysis 2026

TAXM — Stock

The fund invests, under normal circumstances, at least 80% of its total assets (plus the amount of any borrowings for investment purposes) either directly or indirectly (e.g., through derivatives) in a portfolio of U.S. dollar-denominated, investment-grade fixed income debt instruments.

Full TAXM 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.