Is UBVAX or DVY a better dividend investment in 2026?

UBVAX currently yields 9.16% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: UBVAX offers higher current income.

What is the dividend yield difference between UBVAX and DVY?

UBVAX has a forward dividend yield of 9.16% ($7.09/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 5.66 percentage points.

Home › Compare › UBVAX vs DVY

UBVAX vs DVY: Dividend Comparison 2026

UBVAX yields 9.16% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 UBVAX wins by $11.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

UBVAX

● Live price

9.16%

Share price

$77.44

Annual div

$7.09

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$36.7K

Annual income

$1,631.20

Full UBVAX 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 — UBVAX vs DVY

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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UBVAX 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.

UBVAX

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

$778.47/yr

After 10yr DRIP, annual income (after tax)

$1,386.52/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, UBVAX beats the other by $1,014.41/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 UBVAX + DVY for your $10,000?

UBVAX: 50%DVY: 50%

100% DVY50/50100% UBVAX

Portfolio after 10yr

$30.9K

Annual income

$1,034.49/yr

Blended yield

3.35%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UBVAX buys

DVY buys

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

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

MetricUBVAXDVY

Forward yield	9.16% ✓	3.50%
Annual dividend / share	$7.09 ✓	$5.25
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$36.7K ✓	$25.1K
Annual income after 10y	$1,631.20 ✓	$437.78
Total dividends collected	$12.7K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	UBVAX Portfolio	UBVAX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,616	$915.85	$11,050	$349.62	+$566.00 → UBVAX
2	$13,423	$994.24	$12,184	$361.04	+$1.2K → UBVAX
3	$15,437	$1,073.77	$13,409	$372.07	+$2.0K → UBVAX
4	$17,671	$1,154.05	$14,730	$382.68	+$2.9K → UBVAX
5	$20,143	$1,234.68	$16,154	$392.89	+$4.0K → UBVAX
6	$22,868	$1,315.30	$17,688	$402.69	+$5.2K → UBVAX
7	$25,865	$1,395.57	$19,338	$412.07	+$6.5K → UBVAX
8	$29,150	$1,475.17	$21,113	$421.04	+$8.0K → UBVAX
9	$32,745	$1,553.80	$23,020	$429.61	+$9.7K → UBVAX
10	$36,668	$1,631.20	$25,070	$437.78	+$11.6K → UBVAX

UBVAX vs DVY: Complete Analysis 2026

UBVAX — Stock

The investment seeks capital appreciation. The fund seeks to achieve its objective by investing in common stocks of U.S. companies that the fund's sub-adviser believes have value characteristics. Such common stocks include, but are not limited to, stocks of small capitalization companies, similar to those that are included in the Russell 2000 Value Index and real estate investment trusts (REITs). In selecting stocks for the fund, the sub-adviser applies principles based on behavioral finance.

Full UBVAX 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.