HomeCompareWGIFX vs DVY

WGIFX vs DVY: Dividend Comparison 2026

WGIFX yields 10.95% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WGIFX wins by $16.2K in total portfolio value
10 years
WGIFX
WGIFX
● Live price
10.95%
Share price
$70.23
Annual div
$7.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.2K
Annual income
$2,172.47
Full WGIFX 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 — WGIFX vs DVY

📍 WGIFX 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 PeriodWGIFXDVY
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, WGIFX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WGIFX
Annual income on $10K today (after 15% tax)
$930.35/yr
After 10yr DRIP, annual income (after tax)
$1,846.60/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, WGIFX beats the other by $1,478.63/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WGIFX: 50%DVY: 50%
100% DVY50/50100% WGIFX
Portfolio after 10yr
$33.1K
Annual income
$1,302.68/yr
Blended yield
3.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WGIFX buys
0
DVY buys
0
No recent congressional trades found for WGIFX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWGIFXDVY
Forward yield10.95%3.46%
Annual dividend / share$7.69$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.2K$25.0K
Annual income after 10y$2,172.47$432.91
Total dividends collected$16.3K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWGIFX PortfolioWGIFX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,795$1,094.53$11,046$346.43+$749.00WGIFX
2$13,827$1,206.49$12,177$357.65+$1.6KWGIFX
3$16,116$1,321.84$13,398$368.47+$2.7KWGIFX
4$18,684$1,439.94$14,715$378.89+$4.0KWGIFX
5$21,553$1,560.17$16,134$388.90+$5.4KWGIFX
6$24,743$1,681.93$17,662$398.51+$7.1KWGIFX
7$28,280$1,804.60$19,306$407.71+$9.0KWGIFX
8$32,187$1,927.60$21,074$416.50+$11.1KWGIFX
9$36,490$2,050.40$22,974$424.90+$13.5KWGIFX
10$41,217$2,172.47$25,015$432.91+$16.2KWGIFX

WGIFX vs DVY: Complete Analysis 2026

WGIFXStock

The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in a number of countries outside the United States, including in developing countries.

Full WGIFX 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 WGIFX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

WGIFX vs SCHDWGIFX vs JEPIWGIFX vs OWGIFX vs KOWGIFX 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.