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UCON vs DVY: Dividend Comparison 2026

UCON yields 4.66% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 UCON wins by $2.1K in total portfolio value
10 years
UCON
UCON
● Live price
4.66%
Share price
$24.77
Annual div
$1.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.1K
Annual income
$628.73
Full UCON 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 — UCON vs DVY

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

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

UCON
Annual income on $10K today (after 15% tax)
$396.43/yr
After 10yr DRIP, annual income (after tax)
$534.42/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, UCON beats the other by $162.31/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UCON: 50%DVY: 50%
100% DVY50/50100% UCON
Portfolio after 10yr
$26.1K
Annual income
$533.26/yr
Blended yield
2.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UCON buys
0
DVY buys
0
No recent congressional trades found for UCON or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUCONDVY
Forward yield4.66% ✓3.50%
Annual dividend / share$1.16$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.1K ✓$25.1K
Annual income after 10y$628.73 ✓$437.78
Total dividends collected$5.5K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearUCON PortfolioUCON Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,166$466.38$11,050$349.62+$116.00 → UCON
2$12,435$486.71$12,184$361.04+$251.00 → UCON
3$13,812$506.54$13,409$372.07+$403.00 → UCON
4$15,304$525.82$14,730$382.68+$574.00 → UCON
5$16,920$544.53$16,154$392.89+$766.00 → UCON
6$18,667$562.64$17,688$402.69+$979.00 → UCON
7$20,554$580.12$19,338$412.07+$1.2K → UCON
8$22,590$596.97$21,113$421.04+$1.5K → UCON
9$24,784$613.18$23,020$429.61+$1.8K → UCON
10$27,148$628.73$25,070$437.78+$2.1K → UCON

UCON vs DVY: Complete Analysis 2026

UCON — Stock

The investment objective of the First Trust Smith Unconstrained Bond ETF (the "Fund") is to seek to maximize long-term total return. Under normal market conditions, the Fund invests at least 80% of its net assets (including investment borrowings) in a portfolio of fixed income securities.

Full UCON 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.