HomeCompareJDFAX vs DIVO

JDFAX vs DIVO: Dividend Comparison 2026

JDFAX yields 4.45% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $4.0K in total portfolio value
10 years
JDFAX
JDFAX
● Live price
4.45%
Share price
$9.27
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$592.18
Full JDFAX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — JDFAX vs DIVO

📍 DIVO 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 PeriodJDFAXDIVO
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, JDFAX + DIVO cover 0 of 12 monthsgood coverage

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

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

JDFAX
Annual income on $10K today (after 15% tax)
$378.40/yr
After 10yr DRIP, annual income (after tax)
$503.35/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, DIVO beats the other by $331.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JDFAX + DIVO for your $10,000?

JDFAX: 50%DIVO: 50%
100% DIVO50/50100% JDFAX
Portfolio after 10yr
$28.7K
Annual income
$786.93/yr
Blended yield
2.74%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDFAX buys
0
DIVO buys
0
No recent congressional trades found for JDFAX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDFAXDIVO
Forward yield4.45%6.49%
Annual dividend / share$0.41$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.8K$30.7K
Annual income after 10y$592.18$981.68
Total dividends collected$5.2K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: JDFAX vs DIVO ($10,000, DRIP)

YearJDFAX PortfolioJDFAX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,145$445.18$11,349$649.42$204.00DIVO
2$12,389$463.70$12,833$688.83$444.00DIVO
3$13,738$481.73$14,459$727.90$721.00DIVO
4$15,199$499.24$16,238$766.49$1.0KDIVO
5$16,779$516.19$18,179$804.47$1.4KDIVO
6$18,486$532.58$20,293$841.71$1.8KDIVO
7$20,329$548.37$22,591$878.14$2.3KDIVO
8$22,315$563.58$25,087$913.65$2.8KDIVO
9$24,455$578.18$27,791$948.18$3.3KDIVO
10$26,759$592.18$30,718$981.68$4.0KDIVO

JDFAX vs DIVO: Complete Analysis 2026

JDFAXStock

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, government notes and bonds, corporate bonds, commercial and residential mortgage-backed securities, asset-backed securities, credit risk transfer securities (“CRTs”), and money market instruments. It will invest at least 65% of its net assets in investment grade debt securities. The fund will limit its investment in high-yield/high-risk bonds (also known as "junk" bonds) to 35% or less of its net assets.

Full JDFAX Calculator →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO 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.