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JULD vs DVY: Dividend Comparison 2026

JULD yields 3.80% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JULD wins by $530.00 in total portfolio value
10 years
JULD
JULD
● Live price
3.80%
Share price
$24.84
Annual div
$0.94
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$485.43
Full JULD 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 — JULD vs DVY

📍 JULD 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 PeriodJULDDVY
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, JULD + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

JULD
Annual income on $10K today (after 15% tax)
$323.19/yr
After 10yr DRIP, annual income (after tax)
$412.62/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, JULD beats the other by $40.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JULD: 50%DVY: 50%
100% DVY50/50100% JULD
Portfolio after 10yr
$25.3K
Annual income
$461.61/yr
Blended yield
1.82%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JULD buys
0
DVY buys
0
No recent congressional trades found for JULD or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJULDDVY
Forward yield3.80% ✓3.50%
Annual dividend / share$0.94$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.6K ✓$25.1K
Annual income after 10y$485.43 ✓$437.78
Total dividends collected$4.4K ✓$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJULD PortfolioJULD Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,080$380.23$11,050$349.62+$30.00 → JULD
2$12,250$393.74$12,184$361.04+$66.00 → JULD
3$13,514$406.81$13,409$372.07+$105.00 → JULD
4$14,879$419.44$14,730$382.68+$149.00 → JULD
5$16,352$431.61$16,154$392.89+$198.00 → JULD
6$17,940$443.31$17,688$402.69+$252.00 → JULD
7$19,651$454.54$19,338$412.07+$313.00 → JULD
8$21,492$465.30$21,113$421.04+$379.00 → JULD
9$23,472$475.60$23,020$429.61+$452.00 → JULD
10$25,600$485.43$25,070$437.78+$530.00 → JULD

JULD vs DVY: Complete Analysis 2026

JULD — Stock

The fund is an actively managed exchange-traded fund (“ETF”) that invests in U.S. Treasury bills (the “U.S. Treasuries”) and FLexible EXchange® Options (“FLEX Options”) that use as a reference asset a broad-based U.S. equity index, specifically the S&P 500® Price Return Index (the “U.S. Equity index”). -null-. The fund is non-diversified.

Full JULD 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.