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UTAMX vs DVY: Dividend Comparison 2026

UTAMX yields 13.85% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 UTAMX wins by $24.6K in total portfolio value
10 years
UTAMX
UTAMX
● Live price
13.85%
Share price
$14.44
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.7K
Annual income
$3,267.60
Full UTAMX 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 — UTAMX vs DVY

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

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

Tax Bracket Optimizer

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

UTAMX
Annual income on $10K today (after 15% tax)
$1,176.96/yr
After 10yr DRIP, annual income (after tax)
$2,777.46/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, UTAMX beats the other by $2,405.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UTAMX: 50%DVY: 50%
100% DVY50/50100% UTAMX
Portfolio after 10yr
$37.4K
Annual income
$1,852.69/yr
Blended yield
4.96%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UTAMX buys
0
DVY buys
0
No recent congressional trades found for UTAMX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUTAMXDVY
Forward yield13.85% ✓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$49.7K ✓$25.1K
Annual income after 10y$3,267.60 ✓$437.78
Total dividends collected$22.9K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearUTAMX PortfolioUTAMX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$12,085$1,384.66$11,050$349.62+$1.0K → UTAMX
2$14,494$1,563.84$12,184$361.04+$2.3K → UTAMX
3$17,262$1,752.98$13,409$372.07+$3.9K → UTAMX
4$20,421$1,951.11$14,730$382.68+$5.7K → UTAMX
5$24,008$2,157.22$16,154$392.89+$7.9K → UTAMX
6$28,059$2,370.19$17,688$402.69+$10.4K → UTAMX
7$32,612$2,588.88$19,338$412.07+$13.3K → UTAMX
8$37,707$2,812.11$21,113$421.04+$16.6K → UTAMX
9$43,385$3,038.74$23,020$429.61+$20.4K → UTAMX
10$49,690$3,267.60$25,070$437.78+$24.6K → UTAMX

UTAMX vs DVY: Complete Analysis 2026

UTAMX — Stock

UTAMX is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in UTAMX shares.

Full UTAMX 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.