Is WAGSX or DVY a better dividend investment in 2026?

WAGSX currently yields 18.30% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: WAGSX offers higher current income.

What is the dividend yield difference between WAGSX and DVY?

WAGSX has a forward dividend yield of 18.30% ($2.00/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 14.80 percentage points.

Home › Compare › WAGSX vs DVY

WAGSX vs DVY: Dividend Comparison 2026

WAGSX yields 18.30% · DVY yields 3.50%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 WAGSX wins by $40.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

WAGSX

● Live price

18.30%

Share price

$10.93

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$65.7K

Annual income

$5,595.26

Full WAGSX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — WAGSX vs DVY

📍 WAGSX 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 Period	WAGSX	DVY
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, WAGSX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

—

May

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Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

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Dec

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WAGSX 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.

WAGSX

Annual income on $10K today (after 15% tax)

$1,555.35/yr

After 10yr DRIP, annual income (after tax)

$4,755.97/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, WAGSX beats the other by $4,383.86/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

WAGSX: 50%DVY: 50%

100% DVY50/50100% WAGSX

Portfolio after 10yr

$45.4K

Annual income

$3,016.52/yr

Blended yield

6.64%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WAGSX buys

DVY buys

No recent congressional trades found for WAGSX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricWAGSXDVY

Forward yield	18.30% ✓	3.50%
Annual dividend / share	$2.00	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$65.7K ✓	$25.1K
Annual income after 10y	$5,595.26 ✓	$437.78
Total dividends collected	$35.7K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	WAGSX Portfolio	WAGSX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$12,530	$1,829.83	$11,050	$349.62	+$1.5K → WAGSX
2	$15,550	$2,142.75	$12,184	$361.04	+$3.4K → WAGSX
3	$19,123	$2,485.21	$13,409	$372.07	+$5.7K → WAGSX
4	$23,318	$2,856.42	$14,730	$382.68	+$8.6K → WAGSX
5	$28,206	$3,255.17	$16,154	$392.89	+$12.1K → WAGSX
6	$33,860	$3,679.85	$17,688	$402.69	+$16.2K → WAGSX
7	$40,359	$4,128.53	$19,338	$412.07	+$21.0K → WAGSX
8	$47,783	$4,598.99	$21,113	$421.04	+$26.7K → WAGSX
9	$56,217	$5,088.77	$23,020	$429.61	+$33.2K → WAGSX
10	$65,747	$5,595.26	$25,070	$437.78	+$40.7K → WAGSX

WAGSX vs DVY: Complete Analysis 2026

WAGSX — Stock

The fund invests primarily in foreign and domestic companies of all market capitalizations. Under normal market conditions, it will invest the fund's assets primarily in equity securities, typically common stock, issued by foreign and domestic companies. The fund may invest a significant portion of its net assets in companies tied economically to foreign countries, which may include countries in developed, emerging or frontier markets. It is non-diversified.

Full WAGSX 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.