HomeCompareTRLCX vs DVY

TRLCX vs DVY: Dividend Comparison 2026

TRLCX yields 8.44% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TRLCX wins by $9.9K in total portfolio value
10 years
TRLCX
TRLCX
● Live price
8.44%
Share price
$24.08
Annual div
$2.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.0K
Annual income
$1,437.91
Full TRLCX 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 — TRLCX vs DVY

📍 TRLCX 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 PeriodTRLCXDVY
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%.
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Dividend Calendar Overlap

Combined, TRLCX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
TRLCX 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.

TRLCX
Annual income on $10K today (after 15% tax)
$717.17/yr
After 10yr DRIP, annual income (after tax)
$1,222.22/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, TRLCX beats the other by $850.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRLCX: 50%DVY: 50%
100% DVY50/50100% TRLCX
Portfolio after 10yr
$30.0K
Annual income
$937.85/yr
Blended yield
3.12%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRLCX buys
0
DVY buys
0
No recent congressional trades found for TRLCX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRLCXDVY
Forward yield8.44%3.50%
Annual dividend / share$2.03$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.0K$25.1K
Annual income after 10y$1,437.91$437.78
Total dividends collected$11.4K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTRLCX PortfolioTRLCX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,544$843.73$11,050$349.62+$494.00TRLCX
2$13,262$910.26$12,184$361.04+$1.1KTRLCX
3$15,168$977.34$13,409$372.07+$1.8KTRLCX
4$17,274$1,044.65$14,730$382.68+$2.5KTRLCX
5$19,595$1,111.89$16,154$392.89+$3.4KTRLCX
6$22,146$1,178.78$17,688$402.69+$4.5KTRLCX
7$24,941$1,245.05$19,338$412.07+$5.6KTRLCX
8$27,997$1,310.47$21,113$421.04+$6.9KTRLCX
9$31,332$1,374.82$23,020$429.61+$8.3KTRLCX
10$34,963$1,437.91$25,070$437.78+$9.9KTRLCX

TRLCX vs DVY: Complete Analysis 2026

TRLCXStock

Under normal circumstances, the fund invests at least 80% of its assets in large-cap equity securities. It invests primarily in equity securities of large domestic companies, as defined by the fund's benchmark index, the Russell 1000® Value Index, that the fund's investment adviser believes appear undervalued by the market based on an evaluation of their potential worth. The fund may invest up to 20% of its assets in foreign investments.

Full TRLCX Calculator →

DVYETF

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.