Is TRULX or DVY a better dividend investment in 2026?

TRULX currently yields 7.67% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: TRULX offers higher current income.

What is the dividend yield difference between TRULX and DVY?

TRULX has a forward dividend yield of 7.67% ($3.14/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 4.17 percentage points.

Home › Compare › TRULX vs DVY

TRULX vs DVY: Dividend Comparison 2026

TRULX yields 7.67% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 TRULX wins by $8.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

TRULX

● Live price

7.67%

Share price

$40.86

Annual div

$3.14

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$33.2K

Annual income

$1,247.78

Full TRULX 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 — TRULX vs DVY

📍 TRULX 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 Period	TRULX	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%.

📅

Dividend Calendar Overlap

Combined, TRULX + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

TRULX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

TRULX

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

$652.25/yr

After 10yr DRIP, annual income (after tax)

$1,060.61/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, TRULX beats the other by $688.50/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

TRULX: 50%DVY: 50%

100% DVY50/50100% TRULX

Portfolio after 10yr

$29.2K

Annual income

$842.78/yr

Blended yield

2.89%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRULX buys

DVY buys

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

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

MetricTRULXDVY

Forward yield	7.67% ✓	3.50%
Annual dividend / share	$3.14	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$33.2K ✓	$25.1K
Annual income after 10y	$1,247.78 ✓	$437.78
Total dividends collected	$10.1K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	TRULX Portfolio	TRULX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,467	$767.35	$11,050	$349.62	+$417.00 → TRULX
2	$13,092	$822.38	$12,184	$361.04	+$908.00 → TRULX
3	$14,886	$877.50	$13,409	$372.07	+$1.5K → TRULX
4	$16,861	$932.47	$14,730	$382.68	+$2.1K → TRULX
5	$19,028	$987.05	$16,154	$392.89	+$2.9K → TRULX
6	$21,401	$1,041.06	$17,688	$402.69	+$3.7K → TRULX
7	$23,994	$1,094.29	$19,338	$412.07	+$4.7K → TRULX
8	$26,820	$1,146.58	$21,113	$421.04	+$5.7K → TRULX
9	$29,895	$1,197.79	$23,020	$429.61	+$6.9K → TRULX
10	$33,235	$1,247.78	$25,070	$437.78	+$8.2K → TRULX

TRULX vs DVY: Complete Analysis 2026

TRULX — Stock

The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the stocks of large-cap U.S. companies. It defines a large-cap company as one whose market cap is larger than the median market cap of companies in the Russell 1000® Index. The fund uses fundamental, bottom-up research and takes a core approach to stock selection, which includes both growth and value styles of investing.

Full TRULX 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 TRULX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TRULX vs SCHD TRULX vs JEPI TRULX vs O TRULX vs KO TRULX 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.