HomeCompareVWNEX vs DVY

VWNEX vs DVY: Dividend Comparison 2026

VWNEX yields 8.03% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VWNEX wins by $9.0K in total portfolio value
10 years
VWNEX
VWNEX
● Live price
8.03%
Share price
$72.89
Annual div
$5.86
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.0K
Annual income
$1,335.46
Full VWNEX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — VWNEX vs DVY

📍 VWNEX 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 PeriodVWNEXDVY
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, VWNEX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

VWNEX
Annual income on $10K today (after 15% tax)
$682.80/yr
After 10yr DRIP, annual income (after tax)
$1,135.14/yr
DVY
Annual income on $10K today (after 15% tax)
$294.47/yr
After 10yr DRIP, annual income (after tax)
$367.97/yr
At 15% tax rate, VWNEX beats the other by $767.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VWNEX: 50%DVY: 50%
100% DVY50/50100% VWNEX
Portfolio after 10yr
$29.5K
Annual income
$884.18/yr
Blended yield
2.99%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VWNEX buys
0
DVY buys
0
No recent congressional trades found for VWNEX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVWNEXDVY
Forward yield8.03%3.46%
Annual dividend / share$5.86$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.0K$25.0K
Annual income after 10y$1,335.46$432.91
Total dividends collected$10.7K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearVWNEX PortfolioVWNEX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,503$803.30$11,046$346.43+$457.00VWNEX
2$13,172$863.61$12,177$357.65+$995.00VWNEX
3$15,018$924.20$13,398$368.47+$1.6KVWNEX
4$17,054$984.80$14,715$378.89+$2.3KVWNEX
5$19,293$1,045.15$16,134$388.90+$3.2KVWNEX
6$21,749$1,105.01$17,662$398.51+$4.1KVWNEX
7$24,436$1,164.16$19,306$407.71+$5.1KVWNEX
8$27,368$1,222.40$21,074$416.50+$6.3KVWNEX
9$30,564$1,279.55$22,974$424.90+$7.6KVWNEX
10$34,039$1,335.46$25,015$432.91+$9.0KVWNEX

VWNEX vs DVY: Complete Analysis 2026

VWNEXStock

Since its 1958 inception, this aggressive large-capitalization value fund has held fast to its distinctive strategy. Throughout its history, the fund has sought to be ahead of the market, investing in stocks that are temporarily out of favor, but that the fund’s advisors believe will eventually become profitable investments. This approach can lead to greater short-term volatility because it may take time for the market to recognize a stock’s value. Investors in this fund should have a long-term time horizon and a tolerance for stock market volatility.

Full VWNEX 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 →
📬

Get this VWNEX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

VWNEX vs SCHDVWNEX vs JEPIVWNEX vs OVWNEX vs KOVWNEX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.