HomeCompareJGBSX vs DVY

JGBSX vs DVY: Dividend Comparison 2026

JGBSX yields 0.38% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $4.8K in total portfolio value
10 years
JGBSX
JGBSX
● Live price
0.38%
Share price
$7.67
Annual div
$0.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.2K
Annual income
$39.14
Full JGBSX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — JGBSX vs DVY

📍 DVY 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 PeriodJGBSXDVY
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, JGBSX + DVY cover 0 of 12 monthsgood coverage

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

JGBSX
Annual income on $10K today (after 15% tax)
$32.45/yr
After 10yr DRIP, annual income (after tax)
$33.27/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, DVY beats the other by $334.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JGBSX: 50%DVY: 50%
100% DVY50/50100% JGBSX
Portfolio after 10yr
$22.6K
Annual income
$236.02/yr
Blended yield
1.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JGBSX buys
0
DVY buys
0
No recent congressional trades found for JGBSX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJGBSXDVY
Forward yield0.38%3.46%
Annual dividend / share$0.03$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.2K$25.0K
Annual income after 10y$39.14$432.91
Total dividends collected$387.00$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJGBSX PortfolioJGBSX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,738$38.18$11,046$346.43$308.00DVY
2$11,528$38.31$12,177$357.65$649.00DVY
3$12,374$38.44$13,398$368.47$1.0KDVY
4$13,278$38.56$14,715$378.89$1.4KDVY
5$14,246$38.67$16,134$388.90$1.9KDVY
6$15,282$38.78$17,662$398.51$2.4KDVY
7$16,391$38.88$19,306$407.71$2.9KDVY
8$17,577$38.97$21,074$416.50$3.5KDVY
9$18,847$39.06$22,974$424.90$4.1KDVY
10$20,205$39.14$25,015$432.91$4.8KDVY

JGBSX vs DVY: Complete Analysis 2026

JGBSXStock

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, corporate bonds, government notes and bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It invests in corporate debt securities of issuers in a number of different countries, which may include the United States. The fund may invest up to 35% of its net assets in high-yield/high-risk debt securities.

Full JGBSX 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 →
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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.