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XOEF vs DVY: Dividend Comparison 2026

XOEF yields 0.88% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $4.1K in total portfolio value
10 years
XOEF
XOEF
● Live price
0.88%
Share price
$26.19
Annual div
$0.23
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.9K
Annual income
$93.38
Full XOEF calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — XOEF 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 PeriodXOEFDVY
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, XOEF + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

XOEF
Annual income on $10K today (after 15% tax)
$74.96/yr
After 10yr DRIP, annual income (after tax)
$79.37/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 $292.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XOEF: 50%DVY: 50%
100% DVY50/50100% XOEF
Portfolio after 10yr
$23.0K
Annual income
$265.58/yr
Blended yield
1.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

XOEF buys
0
DVY buys
0
No recent congressional trades found for XOEF or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXOEFDVY
Forward yield0.88%3.50% ✓
Annual dividend / share$0.23$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.9K$25.1K ✓
Annual income after 10y$93.38$437.78 ✓
Total dividends collected$910.00 ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearXOEF PortfolioXOEF Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,788$88.19$11,050$349.62$262.00 → DVY
2$11,632$88.91$12,184$361.04$552.00 → DVY
3$12,536$89.60$13,409$372.07$873.00 → DVY
4$13,504$90.24$14,730$382.68$1.2K → DVY
5$14,540$90.85$16,154$392.89$1.6K → DVY
6$15,649$91.42$17,688$402.69$2.0K → DVY
7$16,837$91.96$19,338$412.07$2.5K → DVY
8$18,108$92.46$21,113$421.04$3.0K → DVY
9$19,468$92.94$23,020$429.61$3.6K → DVY
10$20,924$93.38$25,070$437.78$4.1K → DVY

XOEF vs DVY: Complete Analysis 2026

XOEF — Stock

The iShares S&P 500 ex S&P 100 ETF seeks to track the investment results of an index composed of the large capitalization U.S. equities within the S&P 500 Index excluding companies within the S&P 100 Index.

Full XOEF 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.