Is ZDIVX or DVY a better dividend investment in 2026?

ZDIVX currently yields 3.70% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: ZDIVX offers higher current income.

What is the dividend yield difference between ZDIVX and DVY?

ZDIVX has a forward dividend yield of 3.70% ($1.04/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 0.20 percentage points.

Home › Compare › ZDIVX vs DVY

ZDIVX vs DVY: Dividend Comparison 2026

ZDIVX yields 3.70% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 ZDIVX wins by $352.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

ZDIVX

● Live price

3.70%

Share price

$28.19

Annual div

$1.04

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.4K

Annual income

$469.37

Full ZDIVX 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 — ZDIVX vs DVY

📍 ZDIVX 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 Period	ZDIVX	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%.

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Dividend Calendar Overlap

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

Jan

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Feb

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Mar

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Apr

—

May

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Jun

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Jul

—

Aug

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Sep

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Oct

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Nov

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Dec

—

ZDIVX pays

DVY pays

Both pay

Neither

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Tax Bracket Optimizer

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

ZDIVX

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

$314.52/yr

After 10yr DRIP, annual income (after tax)

$398.96/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, ZDIVX beats the other by $26.85/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

ZDIVX: 50%DVY: 50%

100% DVY50/50100% ZDIVX

Portfolio after 10yr

$25.2K

Annual income

$453.57/yr

Blended yield

1.80%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ZDIVX buys

DVY buys

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

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

MetricZDIVXDVY

Forward yield	3.70% ✓	3.50%
Annual dividend / share	$1.04	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$25.4K ✓	$25.1K
Annual income after 10y	$469.37 ✓	$437.78
Total dividends collected	$4.2K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	ZDIVX Portfolio	ZDIVX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,070	$370.02	$11,050	$349.62	+$20.00 → ZDIVX
2	$12,228	$382.82	$12,184	$361.04	+$44.00 → ZDIVX
3	$13,479	$395.19	$13,409	$372.07	+$70.00 → ZDIVX
4	$14,830	$407.13	$14,730	$382.68	+$100.00 → ZDIVX
5	$16,286	$418.62	$16,154	$392.89	+$132.00 → ZDIVX
6	$17,856	$429.67	$17,688	$402.69	+$168.00 → ZDIVX
7	$19,546	$440.26	$19,338	$412.07	+$208.00 → ZDIVX
8	$21,365	$450.41	$21,113	$421.04	+$252.00 → ZDIVX
9	$23,320	$460.11	$23,020	$429.61	+$300.00 → ZDIVX
10	$25,422	$469.37	$25,070	$437.78	+$352.00 → ZDIVX

ZDIVX vs DVY: Complete Analysis 2026

ZDIVX — Stock

The fund will invest at least 80% of its net assets plus borrowings for investment purposes in equity securities of dividend paying companies organized or headquartered in the United States. Its equity investments include common stock, preferred stock, rights and warrants. The advisor intends to invest the fund's assets in the equity securities of companies that the advisor believes are undervalued based on their earnings, dividends, assets, or other financial measures.

Full ZDIVX 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.