Is BREE or VYM a better dividend investment in 2026?

BREE currently yields 9.22% with a 5% 5-year dividend growth rate. VYM yields 2.41% with 7.8% growth. The better choice depends on your goal: BREE offers higher current income.

What is the dividend yield difference between BREE and VYM?

BREE has a forward dividend yield of 9.22% ($2.00/share annually). VYM yields 2.41% ($3.51/share annually). The yield gap is 6.81 percentage points.

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BREE vs VYM: Dividend Comparison 2026

BREE yields 9.22% · VYM yields 2.41%● Live data

vsPost on X →

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

🏆 BREE wins by $9.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BREE

● Live price

9.22%

Share price

$21.70

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$36.8K

Annual income

$1,647.38

Full BREE calculator →

VYM

Vanguard High Dividend Yield ETF

● Live price

2.41%

Share price

$145.48

Annual div

$3.51

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$27.8K

Annual income

$278.55

Full VYM calculator →

Portfolio growth — BREE vs VYM

📍 BREE 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	BREE	VYM
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, BREE + VYM cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BREE pays

VYM pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

BREE

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

$783.41/yr

After 10yr DRIP, annual income (after tax)

$1,400.27/yr

VYM

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

$205.23/yr

After 10yr DRIP, annual income (after tax)

$236.77/yr

At 15% tax rate, BREE beats the other by $1,163.51/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 BREE + VYM for your $10,000?

BREE: 50%VYM: 50%

100% VYM50/50100% BREE

Portfolio after 10yr

$32.3K

Annual income

$962.96/yr

Blended yield

2.98%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BREE buys

VYM buys

Politician	Chamber	Ticker	Type	Amount	Date
Carol Devine Miller	🏢 House	$VYM	▲ Buy	$15,001 - $50,000	2022-11-02

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

MetricBREEVYM

Forward yield	9.22% ✓	2.41%
Annual dividend / share	$2.00	$3.51 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$36.8K ✓	$27.8K
Annual income after 10y	$1,647.38 ✓	$278.55
Total dividends collected	$12.9K ✓	$2.6K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	BREE Portfolio	BREE Income/yr	VYM Portfolio	VYM Income/yr	Gap
1← crossover	$11,622	$921.66	$11,151	$241.44	+$471.00 → BREE
2	$13,436	$1,001.05	$12,413	$246.79	+$1.0K → BREE
3	$15,458	$1,081.63	$13,794	$251.79	+$1.7K → BREE
4	$17,703	$1,163.01	$15,306	$256.47	+$2.4K → BREE
5	$20,188	$1,244.78	$16,960	$260.84	+$3.2K → BREE
6	$22,927	$1,326.58	$18,768	$264.92	+$4.2K → BREE
7	$25,940	$1,408.05	$20,745	$268.71	+$5.2K → BREE
8	$29,245	$1,488.87	$22,905	$272.24	+$6.3K → BREE
9	$32,861	$1,568.74	$25,265	$275.51	+$7.6K → BREE
10	$36,808	$1,647.38	$27,842	$278.55	+$9.0K → BREE

BREE vs VYM: Complete Analysis 2026

BREE — Stock

EVPF is an actively managed ETF that invests primarily in preferred securities and other income-producing instruments. The portfolio emphasizes preferred and hybrid securities, often issued by financial services companies, in pursuit of income and total return.

Full BREE Calculator →

VYM — ETF

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.