Home › Compare › TRBCX vs DVY

TRBCX vs DVY: Dividend Comparison 2026

TRBCX yields 6.14% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TRBCX wins by $4.9K in total portfolio value
10 years
TRBCX
TRBCX
● Live price
6.14%
Share price
$179.68
Annual div
$11.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.0K
Annual income
$907.91
Full TRBCX 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 — TRBCX vs DVY

📍 TRBCX 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 PeriodTRBCXDVY
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, TRBCX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

TRBCX
Annual income on $10K today (after 15% tax)
$521.90/yr
After 10yr DRIP, annual income (after tax)
$771.72/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, TRBCX beats the other by $399.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRBCX: 50%DVY: 50%
100% DVY50/50100% TRBCX
Portfolio after 10yr
$27.5K
Annual income
$672.84/yr
Blended yield
2.44%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRBCX buys
0
DVY buys
0
No recent congressional trades found for TRBCX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRBCXDVY
Forward yield6.14% ✓3.50%
Annual dividend / share$11.03 ✓$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.0K ✓$25.1K
Annual income after 10y$907.91 ✓$437.78
Total dividends collected$7.7K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTRBCX PortfolioTRBCX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,314$614.00$11,050$349.62+$264.00 → TRBCX
2$12,755$649.23$12,184$361.04+$571.00 → TRBCX
3$14,332$684.05$13,409$372.07+$923.00 → TRBCX
4$16,054$718.33$14,730$382.68+$1.3K → TRBCX
5$17,929$751.98$16,154$392.89+$1.8K → TRBCX
6$19,969$784.90$17,688$402.69+$2.3K → TRBCX
7$22,184$817.01$19,338$412.07+$2.8K → TRBCX
8$24,585$848.25$21,113$421.04+$3.5K → TRBCX
9$27,185$878.56$23,020$429.61+$4.2K → TRBCX
10$29,996$907.91$25,070$437.78+$4.9K → TRBCX

TRBCX vs DVY: Complete Analysis 2026

TRBCX — Stock

The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of large and medium-sized blue chip growth companies. It focuses on companies with leading market positions, seasoned management, and strong financial fundamentals. The fund is non-diversified.

Full TRBCX 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 TRBCX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TRBCX vs SCHDTRBCX vs JEPITRBCX vs OTRBCX vs KOTRBCX 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.