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JRE vs DVY: Dividend Comparison 2026

JRE yields 5.60% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JRE wins by $3.8K in total portfolio value
10 years
JRE
JRE
● Live price
5.60%
Share price
$24.14
Annual div
$1.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.9K
Annual income
$799.72
Full JRE 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 — JRE vs DVY

📍 JRE 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 PeriodJREDVY
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, JRE + DVY cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
JRE pays
DVY pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

JRE
Annual income on $10K today (after 15% tax)
$475.60/yr
After 10yr DRIP, annual income (after tax)
$679.76/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, JRE beats the other by $307.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JRE: 50%DVY: 50%
100% DVY50/50100% JRE
Portfolio after 10yr
$27.0K
Annual income
$618.75/yr
Blended yield
2.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JRE buys
0
DVY buys
0
No recent congressional trades found for JRE or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJREDVY
Forward yield5.60% ✓3.50%
Annual dividend / share$1.35$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.9K ✓$25.1K
Annual income after 10y$799.72 ✓$437.78
Total dividends collected$6.8K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJRE PortfolioJRE Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,260$559.53$11,050$349.62+$210.00 → JRE
2$12,636$588.79$12,184$361.04+$452.00 → JRE
3$14,139$617.57$13,409$372.07+$730.00 → JRE
4$15,774$645.78$14,730$382.68+$1.0K → JRE
5$17,552$673.34$16,154$392.89+$1.4K → JRE
6$19,480$700.20$17,688$402.69+$1.8K → JRE
7$21,570$726.31$19,338$412.07+$2.2K → JRE
8$23,832$751.62$21,113$421.04+$2.7K → JRE
9$26,276$776.10$23,020$429.61+$3.3K → JRE
10$28,915$799.72$25,070$437.78+$3.8K → JRE

JRE vs DVY: Complete Analysis 2026

JRE — Stock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. real estate-related companies. Such companies may include those in the real estate industry or real estate-related industries. It may also invest up to 15% of its net assets in securities of Canadian issuers. The fund is non-diversified.

Full JRE Calculator →

DVY — ETF

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.