HomeCompareJIGAX vs DVY

JIGAX vs DVY: Dividend Comparison 2026

JIGAX yields 8.31% · DVY yields 3.46%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JIGAX wins by $9.7K in total portfolio value
10 years
JIGAX
JIGAX
● Live price
8.31%
Share price
$85.10
Annual div
$7.07
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.7K
Annual income
$1,405.52
Full JIGAX 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 — JIGAX vs DVY

📍 JIGAX 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 PeriodJIGAXDVY
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, JIGAX + DVY cover 0 of 12 monthsgood coverage

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

JIGAX
Annual income on $10K today (after 15% tax)
$706.45/yr
After 10yr DRIP, annual income (after tax)
$1,194.69/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, JIGAX beats the other by $826.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JIGAX: 50%DVY: 50%
100% DVY50/50100% JIGAX
Portfolio after 10yr
$29.8K
Annual income
$919.21/yr
Blended yield
3.08%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JIGAX buys
0
DVY buys
0
No recent congressional trades found for JIGAX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJIGAXDVY
Forward yield8.31%3.46%
Annual dividend / share$7.07$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.7K$25.0K
Annual income after 10y$1,405.52$432.91
Total dividends collected$11.2K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJIGAX PortfolioJIGAX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,531$831.12$11,046$346.43+$485.00JIGAX
2$13,234$895.68$12,177$357.65+$1.1KJIGAX
3$15,121$960.70$13,398$368.47+$1.7KJIGAX
4$17,205$1,025.87$14,715$378.89+$2.5KJIGAX
5$19,501$1,090.92$16,134$388.90+$3.4KJIGAX
6$22,021$1,155.57$17,662$398.51+$4.4KJIGAX
7$24,782$1,219.56$19,306$407.71+$5.5KJIGAX
8$27,800$1,282.68$21,074$416.50+$6.7KJIGAX
9$31,091$1,344.73$22,974$424.90+$8.1KJIGAX
10$34,672$1,405.52$25,015$432.91+$9.7KJIGAX

JIGAX vs DVY: Complete Analysis 2026

JIGAXStock

The investment seeks to provide long-term capital growth. Under normal circumstances, the fund invests at least 80% of its assets in equity investments of large and mid capitalization companies located in the U.S. "Assets" means net assets, plus the amount of borrowings for investment purposes. It invests primarily in a broad portfolio of equity securities that the adviser believes have characteristics such as attractive valuations, high quality and/or strong momentum that should lead to relative outperformance.

Full JIGAX 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.