HomeCompareUSMCX vs DVY

USMCX vs DVY: Dividend Comparison 2026

USMCX yields 18.02% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 USMCX wins by $39.5K in total portfolio value
10 years
USMCX
USMCX
● Live price
18.02%
Share price
$11.10
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$64.6K
Annual income
$5,421.64
Full USMCX 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 — USMCX vs DVY

📍 USMCX 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 PeriodUSMCXDVY
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, USMCX + DVY cover 0 of 12 monthsgood coverage

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

USMCX
Annual income on $10K today (after 15% tax)
$1,531.53/yr
After 10yr DRIP, annual income (after tax)
$4,608.39/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, USMCX beats the other by $4,236.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

USMCX: 50%DVY: 50%
100% DVY50/50100% USMCX
Portfolio after 10yr
$44.8K
Annual income
$2,929.71/yr
Blended yield
6.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

USMCX buys
0
DVY buys
0
No recent congressional trades found for USMCX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUSMCXDVY
Forward yield18.02%3.50%
Annual dividend / share$2.00$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$64.6K$25.1K
Annual income after 10y$5,421.64$437.78
Total dividends collected$34.8K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearUSMCX PortfolioUSMCX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$12,502$1,801.80$11,050$349.62+$1.5KUSMCX
2$15,482$2,105.21$12,184$361.04+$3.3KUSMCX
3$19,002$2,436.52$13,409$372.07+$5.6KUSMCX
4$23,127$2,794.89$14,730$382.68+$8.4KUSMCX
5$27,925$3,179.07$16,154$392.89+$11.8KUSMCX
6$33,468$3,587.47$17,688$402.69+$15.8KUSMCX
7$39,829$4,018.19$19,338$412.07+$20.5KUSMCX
8$47,086$4,469.06$21,113$421.04+$26.0KUSMCX
9$55,319$4,937.71$23,020$429.61+$32.3KUSMCX
10$64,613$5,421.64$25,070$437.78+$39.5KUSMCX

USMCX vs DVY: Complete Analysis 2026

USMCXStock

The investment seeks long-term capital appreciation, with emphasis on the protection of capital during unfavorable market conditions. The fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in investments that are tied economically to the U.S. It pursues its investment goal primarily through investments in equity securities that broadly represent the U.S. equities market; derivative instruments related to the U.S. equities market; and fixed income securities (including money market and other short-term or variable-rate, high quality securities and related ETFs).

Full USMCX 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.