HomeCompareWMGYX vs DVY

WMGYX vs DVY: Dividend Comparison 2026

WMGYX yields 10.93% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WMGYX wins by $16.1K in total portfolio value
10 years
WMGYX
WMGYX
● Live price
10.93%
Share price
$23.20
Annual div
$2.53
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.2K
Annual income
$2,165.84
Full WMGYX 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 — WMGYX vs DVY

📍 WMGYX 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 PeriodWMGYXDVY
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, WMGYX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WMGYX
Annual income on $10K today (after 15% tax)
$928.64/yr
After 10yr DRIP, annual income (after tax)
$1,840.96/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, WMGYX beats the other by $1,472.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WMGYX: 50%DVY: 50%
100% DVY50/50100% WMGYX
Portfolio after 10yr
$33.1K
Annual income
$1,299.37/yr
Blended yield
3.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WMGYX buys
0
DVY buys
0
No recent congressional trades found for WMGYX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWMGYXDVY
Forward yield10.93%3.46%
Annual dividend / share$2.53$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$2,165.84$432.91
Total dividends collected$16.2K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWMGYX PortfolioWMGYX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,793$1,092.52$11,046$346.43+$747.00WMGYX
2$13,822$1,204.07$12,177$357.65+$1.6KWMGYX
3$16,109$1,318.97$13,398$368.47+$2.7KWMGYX
4$18,673$1,436.59$14,715$378.89+$4.0KWMGYX
5$21,536$1,556.33$16,134$388.90+$5.4KWMGYX
6$24,721$1,677.56$17,662$398.51+$7.1KWMGYX
7$28,251$1,799.69$19,306$407.71+$8.9KWMGYX
8$32,151$1,922.13$21,074$416.50+$11.1KWMGYX
9$36,446$2,044.35$22,974$424.90+$13.5KWMGYX
10$41,163$2,165.84$25,015$432.91+$16.1KWMGYX

WMGYX vs DVY: Complete Analysis 2026

WMGYXStock

The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality and/or offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of acquisition.

Full WMGYX 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 WMGYX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

WMGYX vs SCHDWMGYX vs JEPIWMGYX vs OWMGYX vs KOWMGYX 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.