HomeCompareJUCTX vs DVY

JUCTX vs DVY: Dividend Comparison 2026

JUCTX yields 4.73% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JUCTX wins by $2.3K in total portfolio value
10 years
JUCTX
JUCTX
● Live price
4.73%
Share price
$8.99
Annual div
$0.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.3K
Annual income
$640.20
Full JUCTX 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 — JUCTX vs DVY

📍 JUCTX 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 PeriodJUCTXDVY
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, JUCTX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JUCTX
Annual income on $10K today (after 15% tax)
$402.00/yr
After 10yr DRIP, annual income (after tax)
$544.17/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, JUCTX beats the other by $176.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JUCTX: 50%DVY: 50%
100% DVY50/50100% JUCTX
Portfolio after 10yr
$26.1K
Annual income
$536.55/yr
Blended yield
2.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JUCTX buys
0
DVY buys
0
No recent congressional trades found for JUCTX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJUCTXDVY
Forward yield4.73%3.46%
Annual dividend / share$0.43$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.3K$25.0K
Annual income after 10y$640.20$432.91
Total dividends collected$5.6K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJUCTX PortfolioJUCTX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,173$472.94$11,046$346.43+$127.00JUCTX
2$12,449$493.84$12,177$357.65+$272.00JUCTX
3$13,835$514.24$13,398$368.47+$437.00JUCTX
4$15,337$534.09$14,715$378.89+$622.00JUCTX
5$16,964$553.36$16,134$388.90+$830.00JUCTX
6$18,724$572.02$17,662$398.51+$1.1KJUCTX
7$20,624$590.05$19,306$407.71+$1.3KJUCTX
8$22,675$607.43$21,074$416.50+$1.6KJUCTX
9$24,887$624.15$22,974$424.90+$1.9KJUCTX
10$27,269$640.20$25,015$432.91+$2.3KJUCTX

JUCTX vs DVY: Complete Analysis 2026

JUCTXStock

The investment seeks to maximize total return, consistent with preservation of capital. 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 bonds. Its average portfolio duration may range from negative 2 years to plus 4 years. The fund may invest in derivatives, which are instruments that have a value derived from, or directly linked to, an underlying asset, such as equity securities, fixed-income securities, commodities, currencies, interest rates, or market indices.

Full JUCTX 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.