HomeCompareWMKGX vs DVY

WMKGX vs DVY: Dividend Comparison 2026

WMKGX yields 22.59% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WMKGX wins by $60.5K in total portfolio value
10 years
WMKGX
WMKGX
● Live price
22.59%
Share price
$20.71
Annual div
$4.68
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$85.5K
Annual income
$8,807.27
Full WMKGX 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 — WMKGX vs DVY

📍 WMKGX 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 PeriodWMKGXDVY
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, WMKGX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WMKGX
Annual income on $10K today (after 15% tax)
$1,920.32/yr
After 10yr DRIP, annual income (after tax)
$7,486.18/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, WMKGX beats the other by $7,118.21/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WMKGX: 50%DVY: 50%
100% DVY50/50100% WMKGX
Portfolio after 10yr
$55.3K
Annual income
$4,620.09/yr
Blended yield
8.36%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WMKGX buys
0
DVY buys
0
No recent congressional trades found for WMKGX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWMKGXDVY
Forward yield22.59%3.46%
Annual dividend / share$4.68$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$85.5K$25.0K
Annual income after 10y$8,807.27$432.91
Total dividends collected$51.6K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWMKGX PortfolioWMKGX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$12,959$2,259.20$11,046$346.43+$1.9KWMKGX
2$16,603$2,736.21$12,177$357.65+$4.4KWMKGX
3$21,041$3,276.13$13,398$368.47+$7.6KWMKGX
4$26,394$3,880.31$14,715$378.89+$11.7KWMKGX
5$32,791$4,549.09$16,134$388.90+$16.7KWMKGX
6$40,368$5,281.85$17,662$398.51+$22.7KWMKGX
7$49,271$6,076.98$19,306$407.71+$30.0KWMKGX
8$59,652$6,931.96$21,074$416.50+$38.6KWMKGX
9$71,671$7,843.43$22,974$424.90+$48.7KWMKGX
10$85,495$8,807.27$25,015$432.91+$60.5KWMKGX

WMKGX vs DVY: Complete Analysis 2026

WMKGXStock

The fund pursues its investment objective primarily by selecting equity securities of large capitalization companies. Equity securities may include common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and exchange traded funds (ETFs) and other investment companies. The fund will invest primarily in securities issued by domestic companies. It may purchase ETFs or other investment companies in order to achieve exposure to a specific market sector, to achieve exposure to foreign markets or for other reasons consistent with its investment strategy.

Full WMKGX 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 →
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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.