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VALSX vs DVY: Dividend Comparison 2026

VALSX yields 9.41% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $3.7K in total portfolio value· pulled ahead in Year 3
10 years
VALSX
VALSX
● Live price
9.41%
Share price
$28.55
Annual div
$2.69
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.3K
Annual income
$1.00
Full VALSX 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 — VALSX vs DVY

📍 DVY pulled ahead of the other in Year 3

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 PeriodVALSXDVY
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, VALSX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

VALSX
Annual income on $10K today (after 15% tax)
$799.70/yr
After 10yr DRIP, annual income (after tax)
$0.85/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, DVY beats the other by $371.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VALSX: 50%DVY: 50%
100% DVY50/50100% VALSX
Portfolio after 10yr
$23.2K
Annual income
$219.39/yr
Blended yield
0.95%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VALSX buys
0
DVY buys
0
No recent congressional trades found for VALSX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVALSXDVY
Forward yield9.41% ✓3.50%
Annual dividend / share$2.69$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0% ✓
Portfolio after 10y$21.3K$25.1K ✓
Annual income after 10y$1.00$437.78 ✓
Total dividends collected$967.00 ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearVALSX PortfolioVALSX Income/yrDVY PortfolioDVY Income/yrGap
1$11,170$470.41$11,050$349.62+$120.00 → VALSX
2$12,198$245.55$12,184$361.04+$14.00 → VALSX
3← crossover$13,177$125.29$13,409$372.07$232.00 → DVY
4$14,163$63.25$14,730$382.68$567.00 → DVY
5$15,186$31.77$16,154$392.89$968.00 → DVY
6$16,265$15.92$17,688$402.69$1.4K → DVY
7$17,411$7.97$19,338$412.07$1.9K → DVY
8$18,634$3.98$21,113$421.04$2.5K → DVY
9$19,940$1.99$23,020$429.61$3.1K → DVY
10$21,337$1.00$25,070$437.78$3.7K → DVY

VALSX vs DVY: Complete Analysis 2026

VALSX — Stock

The fund invests at least 80% of the fund's net assets in a diversified portfolio of U.S. equity securities with favorable growth prospects. It may invest in small, mid or large capitalization companies, including foreign companies. There are no set limitations of investments according to a company’s size or to a sector weighting.

Full VALSX 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.