Is WBVDX or DVY a better dividend investment in 2026?

WBVDX currently yields 13.67% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: WBVDX offers higher current income.

What is the dividend yield difference between WBVDX and DVY?

WBVDX has a forward dividend yield of 13.67% ($2.00/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 10.21 percentage points.

Home › Compare › WBVDX vs DVY

WBVDX vs DVY: Dividend Comparison 2026

WBVDX yields 13.67% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 WBVDX wins by $24.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

WBVDX

● Live price

13.67%

Share price

$14.63

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$49.1K

Annual income

$3,192.67

Full WBVDX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — WBVDX vs DVY

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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WBVDX 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.

WBVDX

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

$1,162.00/yr

After 10yr DRIP, annual income (after tax)

$2,713.77/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, WBVDX beats the other by $2,345.80/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 WBVDX + DVY for your $10,000?

WBVDX: 50%DVY: 50%

100% DVY50/50100% WBVDX

Portfolio after 10yr

$37.1K

Annual income

$1,812.78/yr

Blended yield

4.89%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WBVDX buys

DVY buys

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

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

MetricWBVDXDVY

Forward yield	13.67% ✓	3.46%
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	$49.1K ✓	$25.0K
Annual income after 10y	$3,192.67 ✓	$432.91
Total dividends collected	$22.4K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	WBVDX Portfolio	WBVDX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$12,067	$1,367.05	$11,046	$346.43	+$1.0K → WBVDX
2	$14,453	$1,541.71	$12,177	$357.65	+$2.3K → WBVDX
3	$17,191	$1,725.80	$13,398	$368.47	+$3.8K → WBVDX
4	$20,313	$1,918.38	$14,715	$378.89	+$5.6K → WBVDX
5	$23,853	$2,118.46	$16,134	$388.90	+$7.7K → WBVDX
6	$27,848	$2,324.94	$17,662	$398.51	+$10.2K → WBVDX
7	$32,334	$2,536.72	$19,306	$407.71	+$13.0K → WBVDX
8	$37,350	$2,752.68	$21,074	$416.50	+$16.3K → WBVDX
9	$42,936	$2,971.70	$22,974	$424.90	+$20.0K → WBVDX
10	$49,134	$3,192.67	$25,015	$432.91	+$24.1K → WBVDX

WBVDX vs DVY: Complete Analysis 2026

WBVDX — Stock

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of small capitalized (small cap) companies. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index at the time of the fund's investment.

Full WBVDX 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.