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TAXR vs DVY: Dividend Comparison 2026

TAXR yields 9.20% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TAXR wins by $11.8K in total portfolio value
10 years
TAXR
TAXR
● Live price
9.20%
Share price
$21.73
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.8K
Annual income
$1,643.83
Full TAXR 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 — TAXR vs DVY

📍 TAXR 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 PeriodTAXRDVY
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, TAXR + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

TAXR
Annual income on $10K today (after 15% tax)
$782.33/yr
After 10yr DRIP, annual income (after tax)
$1,397.26/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, TAXR beats the other by $1,029.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TAXR: 50%DVY: 50%
100% DVY50/50100% TAXR
Portfolio after 10yr
$30.9K
Annual income
$1,038.36/yr
Blended yield
3.36%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TAXR buys
0
DVY buys
0
No recent congressional trades found for TAXR or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTAXRDVY
Forward yield9.20% ✓3.46%
Annual dividend / share$2.00$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.8K ✓$25.0K
Annual income after 10y$1,643.83 ✓$432.91
Total dividends collected$12.8K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTAXR PortfolioTAXR Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,620$920.39$11,046$346.43+$574.00 → TAXR
2$13,433$999.56$12,177$357.65+$1.3K → TAXR
3$15,454$1,079.91$13,398$368.47+$2.1K → TAXR
4$17,696$1,161.04$14,715$378.89+$3.0K → TAXR
5$20,178$1,242.57$16,134$388.90+$4.0K → TAXR
6$22,914$1,324.11$17,662$398.51+$5.3K → TAXR
7$25,924$1,405.32$19,306$407.71+$6.6K → TAXR
8$29,224$1,485.86$21,074$416.50+$8.2K → TAXR
9$32,835$1,565.46$22,974$424.90+$9.9K → TAXR
10$36,778$1,643.83$25,015$432.91+$11.8K → TAXR

TAXR vs DVY: Complete Analysis 2026

TAXR — Stock

TAXR is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in TAXR shares.

Full TAXR 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.