Is JABAX or DVY a better dividend investment in 2026?

JABAX currently yields 9.17% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: JABAX offers higher current income.

What is the dividend yield difference between JABAX and DVY?

JABAX has a forward dividend yield of 9.17% ($4.18/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 5.71 percentage points.

Home › Compare › JABAX vs DVY

JABAX vs DVY: Dividend Comparison 2026

JABAX yields 9.17% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 JABAX wins by $11.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JABAX

● Live price

9.17%

Share price

$45.62

Annual div

$4.18

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$36.7K

Annual income

$1,633.45

Full JABAX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — JABAX vs DVY

📍 JABAX 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	JABAX	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, JABAX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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JABAX 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.

JABAX

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

$779.16/yr

After 10yr DRIP, annual income (after tax)

$1,388.43/yr

DVY

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

$294.47/yr

After 10yr DRIP, annual income (after tax)

$367.97/yr

At 15% tax rate, JABAX beats the other by $1,020.46/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 JABAX + DVY for your $10,000?

JABAX: 50%DVY: 50%

100% DVY50/50100% JABAX

Portfolio after 10yr

$30.9K

Annual income

$1,033.17/yr

Blended yield

3.35%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JABAX buys

DVY buys

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

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

MetricJABAXDVY

Forward yield	9.17% ✓	3.46%
Annual dividend / share	$4.18	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$36.7K ✓	$25.0K
Annual income after 10y	$1,633.45 ✓	$432.91
Total dividends collected	$12.8K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JABAX Portfolio	JABAX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,617	$916.66	$11,046	$346.43	+$571.00 → JABAX
2	$13,425	$995.19	$12,177	$357.65	+$1.2K → JABAX
3	$15,440	$1,074.87	$13,398	$368.47	+$2.0K → JABAX
4	$17,676	$1,155.29	$14,715	$378.89	+$3.0K → JABAX
5	$20,149	$1,236.08	$16,134	$388.90	+$4.0K → JABAX
6	$22,876	$1,316.87	$17,662	$398.51	+$5.2K → JABAX
7	$25,875	$1,397.31	$19,306	$407.71	+$6.6K → JABAX
8	$29,163	$1,477.07	$21,074	$416.50	+$8.1K → JABAX
9	$32,761	$1,555.87	$22,974	$424.90	+$9.8K → JABAX
10	$36,687	$1,633.45	$25,015	$432.91	+$11.7K → JABAX

JABAX vs DVY: Complete Analysis 2026

JABAX — Stock

The fund pursues its investment objective by normally investing 35-65% of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25% of its assets in fixed-income senior securities. The fund may also invest in money market instruments and commercial loans. It may invest in fixed and floating rate obligations with varying durations. The fund will limit its investments in high-yield/high-risk bonds to 35% of the fixed-income portion of its net assets.

Full JABAX 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.