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JTA vs YUM: Dividend Comparison 2026

JTA yields 179.04% · YUM yields 1.86%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JTA wins by $63.72M in total portfolio value
10 years
JTA
JTA
● Live price
179.04%
Share price
$11.53
Annual div
$20.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$63.83M
Annual income
$30,412,773.89
Full JTA calculator →
YUM
YUM
● Live price
1.86%
Share price
$154.59
Annual div
$2.88
5Y div CAGR
51.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$107.9K
Annual income
$40,443.52
Full YUM calculator →

Portfolio growth — JTA vs YUM

📍 JTA 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 PeriodJTAYUM
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, JTA + YUM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JTA pays
YUM pays
Both pay
Neither
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Tax Bracket Optimizer

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

JTA
Annual income on $10K today (after 15% tax)
$15,218.32/yr
After 10yr DRIP, annual income (after tax)
$25,850,857.81/yr
YUM
Annual income on $10K today (after 15% tax)
$158.35/yr
After 10yr DRIP, annual income (after tax)
$34,376.99/yr
At 15% tax rate, JTA beats the other by $25,816,480.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JTA + YUM for your $10,000?

JTA: 50%YUM: 50%
100% YUM50/50100% JTA
Portfolio after 10yr
$31.97M
Annual income
$15,226,608.71/yr
Blended yield
47.63%
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Analyst Conviction Gap

Where Wall Street is most bullish on YUM right now

JTA
Analyst Ratings
1
Hold
Consensus: Hold
YUM
Analyst Ratings
18
Buy
30
Hold
3
Sell
Consensus: Hold
Price Target
$173.15
+12.0% upside vs current
Range: $158.00 — $190.00
Altman Z
2.6
Piotroski
6/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JTA buys
0
YUM buys
0
No recent congressional trades found for JTA or YUM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJTAYUM
Forward yield179.04%1.86%
Annual dividend / share$20.64$2.88
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%51.4%
Portfolio after 10y$63.83M$107.9K
Annual income after 10y$30,412,773.89$40,443.52
Total dividends collected$59.77M$81.2K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary
Analyst consensusHoldHold

Year-by-year: JTA vs YUM ($10,000, DRIP)

YearJTA PortfolioJTA Income/yrYUM PortfolioYUM Income/yrGap
1← crossover$28,604$17,903.90$10,982$282.06+$17.6KJTA
2$78,468$47,861.82$12,189$438.29+$66.3KJTA
3$206,669$122,707.96$13,731$688.32+$192.9KJTA
4$523,180$302,044.63$15,789$1,097.12+$507.4KJTA
5$1,274,404$714,601.41$18,679$1,785.08+$1.26MJTA
6$2,990,419$1,626,806.92$22,975$2,988.18+$2.97MJTA
7$6,767,357$3,567,608.16$29,784$5,200.49+$6.74MJTA
8$14,786,439$7,545,366.70$41,408$9,539.16+$14.75MJTA
9$31,229,305$15,407,815.72$63,071$18,765.27+$31.17MJTA
10$63,828,130$30,412,773.89$107,930$40,443.52+$63.72MJTA

JTA vs YUM: Complete Analysis 2026

JTAStock

Nuveen Tax Advantaged Total Return Strategy Fund (the Fund) is a diversified, closed-end investment company. The Fund's investment objective is to achieve a high level of after-tax total return consisting primarily of tax-advantaged dividend income and capital appreciation. It invests a substantial majority of its assets in common and preferred stocks whose dividends qualify for reduced income tax treatment. It also invests a portion of its assets in senior loans to generate additional income and help mitigate the potential net asset value and income volatility of the Fund's leverage structure due to changes in long-term and short-term interest rates. It invests at least 60% of its managed assets in dividend-paying common stocks. It also invests 15% to 25% in senior loans and other debt instruments, as well as 5% to 15% in preferred stocks that are eligible to pay tax-advantaged dividends. The Fund's investment advisor is Nuveen Fund Advisors, LLC.

Full JTA Calculator →

YUMConsumer Discretionary

YUM! Brands, Inc., together with its subsidiaries, develops, operates, and franchises quick service restaurants worldwide. It operates through four segments: the KFC Division, the Taco Bell Division, the Pizza Hut Division, and the Habit Burger Grill Division. The company operates restaurants under the KFC, Pizza Hut, Taco Bell, and The Habit Burger Grill brands, which specialize in chicken, pizza, made-to-order chargrilled burgers, sandwiches, Mexican-style food categories, and other food products. As of December 31, 2021, it had 26,934 KFC units; 18,381 Pizza Hut units; 7,791 Taco Bell units; and 318 The Habit Burger Grill units in approximately 157 countries and territories. The company was formerly known as TRICON Global Restaurants, Inc. and changed its name to YUM! Brands, Inc. in May 2002. YUM! Brands, Inc. was incorporated in 1997 and is headquartered in Louisville, Kentucky.

Full YUM 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.