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WLCVFX vs DVY: Dividend Comparison 2026

WLCVFX yields 7.64% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WLCVFX wins by $8.1K in total portfolio value
10 years
WLCVFX
WLCVFX
● Live price
7.64%
Share price
$26.19
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.2K
Annual income
$1,238.93
Full WLCVFX 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 — WLCVFX vs DVY

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

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

Tax Bracket Optimizer

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

WLCVFX
Annual income on $10K today (after 15% tax)
$649.10/yr
After 10yr DRIP, annual income (after tax)
$1,053.09/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, WLCVFX beats the other by $685.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WLCVFX: 50%DVY: 50%
100% DVY50/50100% WLCVFX
Portfolio after 10yr
$29.1K
Annual income
$835.92/yr
Blended yield
2.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WLCVFX buys
0
DVY buys
0
No recent congressional trades found for WLCVFX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWLCVFXDVY
Forward yield7.64% ✓3.46%
Annual dividend / share$2.00$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.2K ✓$25.0K
Annual income after 10y$1,238.93 ✓$432.91
Total dividends collected$10.1K ✓$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWLCVFX PortfolioWLCVFX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,464$763.65$11,046$346.43+$418.00 → WLCVFX
2$13,084$818.15$12,177$357.65+$907.00 → WLCVFX
3$14,873$872.72$13,398$368.47+$1.5K → WLCVFX
4$16,841$927.12$14,715$378.89+$2.1K → WLCVFX
5$19,001$981.14$16,134$388.90+$2.9K → WLCVFX
6$21,366$1,034.56$17,662$398.51+$3.7K → WLCVFX
7$23,949$1,087.20$19,306$407.71+$4.6K → WLCVFX
8$26,764$1,138.90$21,074$416.50+$5.7K → WLCVFX
9$29,827$1,189.52$22,974$424.90+$6.9K → WLCVFX
10$33,154$1,238.93$25,015$432.91+$8.1K → WLCVFX

WLCVFX vs DVY: Complete Analysis 2026

WLCVFX — Stock

WLCVFX is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in WLCVFX shares.

Full WLCVFX 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.