HomeCompareJPMF vs DVY

JPMF vs DVY: Dividend Comparison 2026

JPMF yields 9.59% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JPMF wins by $12.7K in total portfolio value
10 years
JPMF
JPMF
● Live price
9.59%
Share price
$20.85
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.7K
Annual income
$1,754.22
Full JPMF calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — JPMF vs DVY

📍 JPMF 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 PeriodJPMFDVY
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, JPMF + DVY cover 0 of 12 monthsgood coverage

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

JPMF
Annual income on $10K today (after 15% tax)
$815.35/yr
After 10yr DRIP, annual income (after tax)
$1,491.09/yr
DVY
Annual income on $10K today (after 15% tax)
$297.17/yr
After 10yr DRIP, annual income (after tax)
$372.11/yr
At 15% tax rate, JPMF beats the other by $1,118.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JPMF: 50%DVY: 50%
100% DVY50/50100% JPMF
Portfolio after 10yr
$31.4K
Annual income
$1,096.00/yr
Blended yield
3.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPMF buys
0
DVY buys
0
No recent congressional trades found for JPMF or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPMFDVY
Forward yield9.59%3.50%
Annual dividend / share$2.00$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.7K$25.1K
Annual income after 10y$1,754.22$437.78
Total dividends collected$13.6K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJPMF PortfolioJPMF Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,659$959.23$11,050$349.62+$609.00JPMF
2$13,521$1,045.23$12,184$361.04+$1.3KJPMF
3$15,600$1,132.80$13,409$372.07+$2.2KJPMF
4$17,913$1,221.50$14,730$382.68+$3.2KJPMF
5$20,478$1,310.89$16,154$392.89+$4.3KJPMF
6$23,312$1,400.54$17,688$402.69+$5.6KJPMF
7$26,434$1,490.06$19,338$412.07+$7.1KJPMF
8$29,864$1,579.07$21,113$421.04+$8.8KJPMF
9$33,621$1,667.23$23,020$429.61+$10.6KJPMF
10$37,729$1,754.22$25,070$437.78+$12.7KJPMF

JPMF vs DVY: Complete Analysis 2026

JPMFStock

The investment seeks to provide long-term total return. The fund will generally invest its assets globally to gain exposure, either directly or through the use of derivatives, to equity securities (across market capitalizations) in developed markets, debt securities (including below investment grade or high yield securities), commodities and currencies (including in emerging markets). It may invest in fixed income securities of any average weighted maturity or duration. The fund may use both long and short positions (achieved primarily through the use of derivative instruments). It is non-diversified.

Full JPMF 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.