Is XMVM or DVY a better dividend investment in 2026?

XMVM currently yields 2.09% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: DVY offers higher current income.

What is the dividend yield difference between XMVM and DVY?

XMVM has a forward dividend yield of 2.09% ($1.35/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 1.41 percentage points.

Home › Compare › XMVM vs DVY

XMVM vs DVY: Dividend Comparison 2026

XMVM yields 2.09% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 DVY wins by $2.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

XMVM

● Live price

2.09%

Share price

$64.67

Annual div

$1.35

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$22.7K

Annual income

$238.62

Full XMVM calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — XMVM vs DVY

📍 DVY 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 Period	XMVM	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%.

📅

Dividend Calendar Overlap

Combined, XMVM + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

XMVM pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

XMVM

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

$177.24/yr

After 10yr DRIP, annual income (after tax)

$202.83/yr

DVY

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

$297.17/yr

After 10yr DRIP, annual income (after tax)

$372.11/yr

At 15% tax rate, DVY beats the other by $169.29/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

XMVM: 50%DVY: 50%

100% DVY50/50100% XMVM

Portfolio after 10yr

$23.9K

Annual income

$338.20/yr

Blended yield

1.41%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

XMVM buys

DVY buys

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

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

MetricXMVMDVY

Forward yield	2.09%	3.50% ✓
Annual dividend / share	$1.35	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$22.7K	$25.1K ✓
Annual income after 10y	$238.62	$437.78 ✓
Total dividends collected	$2.2K	$4.0K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	XMVM Portfolio	XMVM Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$10,909	$208.52	$11,050	$349.62	$141.00 → DVY
2	$11,885	$212.59	$12,184	$361.04	$299.00 → DVY
3	$12,933	$216.46	$13,409	$372.07	$476.00 → DVY
4	$14,059	$220.14	$14,730	$382.68	$671.00 → DVY
5	$15,266	$223.64	$16,154	$392.89	$888.00 → DVY
6	$16,562	$226.97	$17,688	$402.69	$1.1K → DVY
7	$17,951	$230.12	$19,338	$412.07	$1.4K → DVY
8	$19,441	$233.11	$21,113	$421.04	$1.7K → DVY
9	$21,038	$235.94	$23,020	$429.61	$2.0K → DVY
10	$22,749	$238.62	$25,070	$437.78	$2.3K → DVY

XMVM vs DVY: Complete Analysis 2026

XMVM — Stock

The Invesco S&P MidCap Value with Momentum ETF (Fund) is based on the S&P MidCap 400 High Momentum Value Index (Index). The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index is composed of 80 securities in the S&P MidCap 400 Index having both the highest "value scores" and "momentum scores". The Fund and the Index are rebalanced and reconstituted semi-annually on the third Friday of June and December.

Full XMVM 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 →

📬

Get this XMVM vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

XMVM vs SCHD XMVM vs JEPI XMVM vs O XMVM vs KO XMVM 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.