HomeCompareJFRDX vs DIVO

JFRDX vs DIVO: Dividend Comparison 2026

JFRDX yields 14.93% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JFRDX wins by $22.5K in total portfolio value
10 years
JFRDX
JFRDX
● Live price
14.93%
Share price
$46.66
Annual div
$6.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$53.2K
Annual income
$3,755.86
Full JFRDX 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 — JFRDX vs DIVO

📍 JFRDX 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 PeriodJFRDXDIVO
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, JFRDX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JFRDX 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.

JFRDX
Annual income on $10K today (after 15% tax)
$1,269.16/yr
After 10yr DRIP, annual income (after tax)
$3,192.48/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, JFRDX beats the other by $2,358.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JFRDX: 50%DIVO: 50%
100% DIVO50/50100% JFRDX
Portfolio after 10yr
$42.0K
Annual income
$2,368.77/yr
Blended yield
5.64%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JFRDX buys
0
DIVO buys
0
No recent congressional trades found for JFRDX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJFRDXDIVO
Forward yield14.93%6.49%
Annual dividend / share$6.97$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$53.2K$30.7K
Annual income after 10y$3,755.86$981.68
Total dividends collected$25.7K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJFRDX PortfolioJFRDX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,193$1,493.13$11,349$649.42+$844.00JFRDX
2$14,748$1,701.49$12,833$688.83+$1.9KJFRDX
3$17,704$1,923.39$14,459$727.90+$3.2KJFRDX
4$21,101$2,157.82$16,238$766.49+$4.9KJFRDX
5$24,982$2,403.62$18,179$804.47+$6.8KJFRDX
6$29,390$2,659.50$20,293$841.71+$9.1KJFRDX
7$34,371$2,924.10$22,591$878.14+$11.8KJFRDX
8$39,973$3,196.00$25,087$913.65+$14.9KJFRDX
9$46,245$3,473.74$27,791$948.18+$18.5KJFRDX
10$53,238$3,755.86$30,718$981.68+$22.5KJFRDX

JFRDX vs DIVO: Complete Analysis 2026

JFRDXStock

The fund pursues its investment objective by normally investing primarily in a portfolio of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities. It is non-diversified.

Full JFRDX 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.