HomeCompareATAX vs VYM

ATAX vs VYM: Dividend Comparison 2026

ATAX yields 344.64% · VYM yields 2.37%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ATAX wins by $135.0K in total portfolio value
10 years
ATAX
ATAX
● Live price
344.64%
Share price
$18.60
Annual div
$64.10
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$162.8K
Annual income
$278.00
Full ATAX calculator →
VYM
Vanguard High Dividend Yield ETF
● Live price
2.37%
Share price
$148.10
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$272.94
Full VYM calculator →

Portfolio growth — ATAX vs VYM

📍 ATAX 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 PeriodATAXVYM
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, ATAX + VYM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
ATAX pays
VYM pays
Both pay
Neither
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Tax Bracket Optimizer

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

ATAX
Annual income on $10K today (after 15% tax)
$29,294.77/yr
After 10yr DRIP, annual income (after tax)
$236.30/yr
VYM
Annual income on $10K today (after 15% tax)
$201.60/yr
After 10yr DRIP, annual income (after tax)
$232.00/yr
At 15% tax rate, ATAX beats the other by $4.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of ATAX + VYM for your $10,000?

ATAX: 50%VYM: 50%
100% VYM50/50100% ATAX
Portfolio after 10yr
$95.3K
Annual income
$275.47/yr
Blended yield
0.29%
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Analyst Conviction Gap

Where Wall Street is most bullish on ATAX right now

ATAX
Analyst Ratings
3
Buy
1
Hold
Consensus: Buy
Altman Z
2154120.1
Piotroski
4/9
VYM
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ATAX buys
0
VYM buys
0
No recent congressional trades found for ATAX or VYM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricATAXVYM
Forward yield344.64%2.37%
Annual dividend / share$64.10$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$162.8K$27.8K
Annual income after 10y$278.00$272.94
Total dividends collected$88.8K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: ATAX vs VYM ($10,000, DRIP)

YearATAX PortfolioATAX Income/yrVYM PortfolioVYM Income/yrGap
1← crossover$27,932$17,232.22$11,147$237.17+$16.8KATAX
2$52,380$22,492.25$12,404$242.33+$40.0KATAX
3$75,756$19,709.56$13,780$247.16+$62.0KATAX
4$94,379$13,320.37$15,285$251.67+$79.1KATAX
5$108,740$7,754.65$16,932$255.88+$91.8KATAX
6$120,527$4,175.06$18,733$259.81+$101.8KATAX
7$131,127$2,162.44$20,701$263.46+$110.4KATAX
8$141,405$1,099.35$22,852$266.86+$118.6KATAX
9$151,857$553.98$25,201$270.01+$126.7KATAX
10$162,765$278.00$27,768$272.94+$135.0KATAX

ATAX vs VYM: Complete Analysis 2026

ATAXStock

America First Multifamily Investors, L.P. acquires, holds, sells, and deals in a portfolio of mortgage revenue bonds (MRBs) that are issued to provide construction and/or permanent financing for multifamily and student housing, and residential and commercial properties. It operates through five segments: Affordable Multifamily MRB Investments, Seniors and Skilled Nursing MRB Investments, MF Properties, Market-Rate Joint Venture Investments, and Public Housing Capital Fund Trusts. As of December 31, 2021, the company owned 74 MRBs issued by state and local housing authorities in order to provide construction or permanent financing for 76 multifamily and seniors housing properties comprising a total of 12,584 rental units located in 17 states; and nine governmental issuer loans related to affordable multifamily properties containing a total of 1,832 rental units located in six states in the United States. America First Capital Associates Limited Partnership Two serves as the general partner of the company. America First Multifamily Investors, L.P. was incorporated in 1998 and is based in Omaha, Nebraska.

Full ATAX Calculator →

VYMETF

Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.

Full VYM 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.