HomeCompareJRO vs VYM

JRO vs VYM: Dividend Comparison 2026

JRO yields 8.45% · VYM yields 2.41%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VYM wins by $1.9K in total portfolio value· pulled ahead in Year 7
10 years
JRO
JRO
● Live price
8.45%
Share price
$7.88
Annual div
$0.67
5Y div CAGR
-15.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.9K
Annual income
$195.83
Full JRO calculator →
VYM
Vanguard High Dividend Yield ETF
● Live price
2.41%
Share price
$145.48
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$278.55
Full VYM calculator →

Portfolio growth — JRO vs VYM

📍 VYM pulled ahead of the other in Year 7

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 PeriodJROVYM
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, JRO + VYM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JRO pays
VYM pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

JRO
Annual income on $10K today (after 15% tax)
$718.40/yr
After 10yr DRIP, annual income (after tax)
$166.46/yr
VYM
Annual income on $10K today (after 15% tax)
$205.23/yr
After 10yr DRIP, annual income (after tax)
$236.77/yr
At 15% tax rate, VYM beats the other by $70.31/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JRO + VYM for your $10,000?

JRO: 50%VYM: 50%
100% VYM50/50100% JRO
Portfolio after 10yr
$26.9K
Annual income
$237.19/yr
Blended yield
0.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JRO buys
0
VYM buys
1
PoliticianChamberTickerTypeAmountDate
Carol Devine Miller🏢 House$VYM▲ Buy$15,001 - $50,0002022-11-02
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJROVYM
Forward yield8.45%2.41%
Annual dividend / share$0.67$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-15.9%0%
Portfolio after 10y$25.9K$27.8K
Annual income after 10y$195.83$278.55
Total dividends collected$4.2K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: JRO vs VYM ($10,000, DRIP)

YearJRO PortfolioJRO Income/yrVYM PortfolioVYM Income/yrGap
1$11,411$710.79$11,151$241.44+$260.00JRO
2$12,847$637.49$12,413$246.79+$434.00JRO
3$14,310$564.12$13,794$251.79+$516.00JRO
4$15,806$493.89$15,306$256.47+$500.00JRO
5$17,341$428.76$16,960$260.84+$381.00JRO
6$18,925$369.73$18,768$264.92+$157.00JRO
7← crossover$20,567$317.14$20,745$268.71$178.00VYM
8$22,277$270.89$22,905$272.24$628.00VYM
9$24,067$230.62$25,265$275.51$1.2KVYM
10$25,948$195.83$27,842$278.55$1.9KVYM

JRO vs VYM: Complete Analysis 2026

JROStock

Nuveen Floating Rate Income Opportunity Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Symphony Asset Management LLC. It invests in fixed income markets of the United States. The fund invests in adjustable rate loans, primarily in senior loans. It benchmarks the performance of its portfolio against the Barclays U.S. Aggregate Bond Index and CSFB Leveraged Loan Index. Nuveen Floating Rate Income Opportunity Fund was formed on April 27, 2004 and is domiciled in the United States.

Full JRO Calculator →

VYMETF

Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.

Full VYM 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.