HomeCompareTRSDX vs DVY

TRSDX vs DVY: Dividend Comparison 2026

TRSDX yields 22.71% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TRSDX wins by $61.1K in total portfolio value
10 years
TRSDX
TRSDX
● Live price
22.71%
Share price
$8.81
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$86.1K
Annual income
$8,911.27
Full TRSDX 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 — TRSDX vs DVY

📍 TRSDX 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 PeriodTRSDXDVY
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, TRSDX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TRSDX
Annual income on $10K today (after 15% tax)
$1,930.30/yr
After 10yr DRIP, annual income (after tax)
$7,574.58/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, TRSDX beats the other by $7,206.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRSDX: 50%DVY: 50%
100% DVY50/50100% TRSDX
Portfolio after 10yr
$55.6K
Annual income
$4,672.08/yr
Blended yield
8.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRSDX buys
0
DVY buys
0
No recent congressional trades found for TRSDX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRSDXDVY
Forward yield22.71%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$86.1K$25.0K
Annual income after 10y$8,911.27$432.91
Total dividends collected$52.1K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTRSDX PortfolioTRSDX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$12,971$2,270.95$11,046$346.43+$1.9KTRSDX
2$16,632$2,752.93$12,177$357.65+$4.5KTRSDX
3$21,095$3,298.98$13,398$368.47+$7.7KTRSDX
4$26,482$3,910.53$14,715$378.89+$11.8KTRSDX
5$32,924$4,588.03$16,134$388.90+$16.8KTRSDX
6$40,560$5,330.91$17,662$398.51+$22.9KTRSDX
7$49,536$6,137.59$19,306$407.71+$30.2KTRSDX
8$60,010$7,005.59$21,074$416.50+$38.9KTRSDX
9$72,142$7,931.53$22,974$424.90+$49.2KTRSDX
10$86,103$8,911.27$25,015$432.91+$61.1KTRSDX

TRSDX vs DVY: Complete Analysis 2026

TRSDXStock

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small and mid-capitalization companies organized in the United States that the Adviser believes should generate excess returns, as compared to the Russell 2500TM Growth Index, with below-market risk over time, namely companies with superior operating and financial characteristics and proven records of increasing earnings on a consistent and sustainable basis.

Full TRSDX 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.