Is TRRDX or DVY a better dividend investment in 2026?

TRRDX currently yields 4.52% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: TRRDX offers higher current income.

What is the dividend yield difference between TRRDX and DVY?

TRRDX has a forward dividend yield of 4.52% ($1.50/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 1.02 percentage points.

Home › Compare › TRRDX vs DVY

TRRDX vs DVY: Dividend Comparison 2026

TRRDX yields 4.52% · DVY yields 3.50%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 TRRDX wins by $1.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

TRRDX

● Live price

4.52%

Share price

$33.26

Annual div

$1.50

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.9K

Annual income

$603.20

Full TRRDX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — TRRDX vs DVY

📍 TRRDX 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 Period	TRRDX	DVY
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, TRRDX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

—

May

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Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

TRRDX 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.

TRRDX

Annual income on $10K today (after 15% tax)

$383.88/yr

After 10yr DRIP, annual income (after tax)

$512.72/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, TRRDX beats the other by $140.61/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

TRRDX: 50%DVY: 50%

100% DVY50/50100% TRRDX

Portfolio after 10yr

$26.0K

Annual income

$520.49/yr

Blended yield

2.00%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRRDX buys

DVY buys

No recent congressional trades found for TRRDX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricTRRDXDVY

Forward yield	4.52% ✓	3.50%
Annual dividend / share	$1.50	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.9K ✓	$25.1K
Annual income after 10y	$603.20 ✓	$437.78
Total dividends collected	$5.3K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	TRRDX Portfolio	TRRDX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,152	$451.62	$11,050	$349.62	+$102.00 → TRRDX
2	$12,403	$470.69	$12,184	$361.04	+$219.00 → TRRDX
3	$13,760	$489.25	$13,409	$372.07	+$351.00 → TRRDX
4	$15,231	$507.29	$14,730	$382.68	+$501.00 → TRRDX
5	$16,822	$524.77	$16,154	$392.89	+$668.00 → TRRDX
6	$18,541	$541.67	$17,688	$402.69	+$853.00 → TRRDX
7	$20,397	$557.97	$19,338	$412.07	+$1.1K → TRRDX
8	$22,398	$573.66	$21,113	$421.04	+$1.3K → TRRDX
9	$24,555	$588.74	$23,020	$429.61	+$1.5K → TRRDX
10	$26,877	$603.20	$25,070	$437.78	+$1.8K → TRRDX

TRRDX vs DVY: Complete Analysis 2026

TRRDX — Stock

The fund invests in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. Its allocation among T. Rowe Price mutual funds will change over time in relation to its target retirement date. The fund is managed based on the specific retirement year (target date 2040) included in its name and assumes a retirement age of 65.

Full TRRDX 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.