HomeCompareJAGG vs DVY

JAGG vs DVY: Dividend Comparison 2026

JAGG yields 4.22% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JAGG wins by $1.3K in total portfolio value
10 years
JAGG
JAGG
● Live price
4.22%
Share price
$47.25
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.3K
Annual income
$553.66
Full JAGG 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 — JAGG vs DVY

📍 JAGG 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 PeriodJAGGDVY
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, JAGG + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JAGG
Annual income on $10K today (after 15% tax)
$358.94/yr
After 10yr DRIP, annual income (after tax)
$470.61/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, JAGG beats the other by $98.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAGG: 50%DVY: 50%
100% DVY50/50100% JAGG
Portfolio after 10yr
$25.7K
Annual income
$495.72/yr
Blended yield
1.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAGG buys
0
DVY buys
0
No recent congressional trades found for JAGG or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAGGDVY
Forward yield4.22%3.50%
Annual dividend / share$2.00$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.3K$25.1K
Annual income after 10y$553.66$437.78
Total dividends collected$4.9K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJAGG PortfolioJAGG Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,122$422.28$11,050$349.62+$72.00JAGG
2$12,340$438.95$12,184$361.04+$156.00JAGG
3$13,659$455.14$13,409$372.07+$250.00JAGG
4$15,086$470.83$14,730$382.68+$356.00JAGG
5$16,628$485.99$16,154$392.89+$474.00JAGG
6$18,292$500.63$17,688$402.69+$604.00JAGG
7$20,087$514.71$19,338$412.07+$749.00JAGG
8$22,022$528.25$21,113$421.04+$909.00JAGG
9$24,104$541.23$23,020$429.61+$1.1KJAGG
10$26,345$553.66$25,070$437.78+$1.3KJAGG

JAGG vs DVY: Complete Analysis 2026

JAGGStock

Under normal circumstances, the fund invests at least 80% of its assets in bonds denominated in U.S. dollars. The fund is actively managed and seeks to provide long-term return by principally investing in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities, all of which are rated investment grade by a nationally recognized statistical rating organization or that are unrated but are deemed by the fund's adviser, J.P. Morgan Investment Management Inc. to be of comparable quality.

Full JAGG Calculator →

DVYETF

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 →
📬

Get this JAGG vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JAGG vs SCHDJAGG vs JEPIJAGG vs OJAGG vs KOJAGG vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.