HomeCompareJDMAX vs DIVO

JDMAX vs DIVO: Dividend Comparison 2026

JDMAX yields 8.30% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JDMAX wins by $3.9K in total portfolio value
10 years
JDMAX
JDMAX
● Live price
8.30%
Share price
$124.96
Annual div
$10.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.6K
Annual income
$1,402.11
Full JDMAX 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 — JDMAX vs DIVO

📍 JDMAX 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 PeriodJDMAXDIVO
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, JDMAX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JDMAX
Annual income on $10K today (after 15% tax)
$705.32/yr
After 10yr DRIP, annual income (after tax)
$1,191.79/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, JDMAX beats the other by $357.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JDMAX: 50%DIVO: 50%
100% DIVO50/50100% JDMAX
Portfolio after 10yr
$32.7K
Annual income
$1,191.90/yr
Blended yield
3.65%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDMAX buys
0
DIVO buys
0
No recent congressional trades found for JDMAX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDMAXDIVO
Forward yield8.30%6.49%
Annual dividend / share$10.37$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.6K$30.7K
Annual income after 10y$1,402.11$981.68
Total dividends collected$11.2K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJDMAX PortfolioJDMAX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,530$829.78$11,349$649.42+$181.00JDMAX
2$13,231$894.13$12,833$688.83+$398.00JDMAX
3$15,116$958.94$14,459$727.90+$657.00JDMAX
4$17,198$1,023.89$16,238$766.49+$960.00JDMAX
5$19,491$1,088.71$18,179$804.47+$1.3KJDMAX
6$22,008$1,153.12$20,293$841.71+$1.7KJDMAX
7$24,766$1,216.87$22,591$878.14+$2.2KJDMAX
8$27,779$1,279.76$25,087$913.65+$2.7KJDMAX
9$31,065$1,341.56$27,791$948.18+$3.3KJDMAX
10$34,642$1,402.11$30,718$981.68+$3.9KJDMAX

JDMAX vs DIVO: Complete Analysis 2026

JDMAXStock

The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.

Full JDMAX 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 →
📬

Get this JDMAX vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JDMAX vs SCHDJDMAX vs JEPIJDMAX vs OJDMAX vs KOJDMAX 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.