HomeCompareJULT vs DVY

JULT vs DVY: Dividend Comparison 2026

JULT yields 4.55% · DVY yields 3.46%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JULT wins by $1.9K in total portfolio value
10 years
JULT
JULT
● Live price
4.55%
Share price
$43.97
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.9K
Annual income
$608.76
Full JULT 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 — JULT vs DVY

📍 JULT 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 PeriodJULTDVY
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, JULT + DVY cover 0 of 12 monthsgood coverage

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

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

JULT
Annual income on $10K today (after 15% tax)
$386.63/yr
After 10yr DRIP, annual income (after tax)
$517.45/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, JULT beats the other by $149.47/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

JULT: 50%DVY: 50%
100% DVY50/50100% JULT
Portfolio after 10yr
$26.0K
Annual income
$520.83/yr
Blended yield
2.01%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JULT buys
0
DVY buys
0
No recent congressional trades found for JULT or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJULTDVY
Forward yield4.55%3.46%
Annual dividend / share$2.00$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.9K$25.0K
Annual income after 10y$608.76$432.91
Total dividends collected$5.4K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJULT PortfolioJULT Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,155$454.86$11,046$346.43+$109.00JULT
2$12,410$474.19$12,177$357.65+$233.00JULT
3$13,772$493.03$13,398$368.47+$374.00JULT
4$15,247$511.34$14,715$378.89+$532.00JULT
5$16,843$529.08$16,134$388.90+$709.00JULT
6$18,569$546.24$17,662$398.51+$907.00JULT
7$20,431$562.79$19,306$407.71+$1.1KJULT
8$22,440$578.74$21,074$416.50+$1.4KJULT
9$24,605$594.06$22,974$424.90+$1.6KJULT
10$26,936$608.76$25,015$432.91+$1.9KJULT

JULT vs DVY: Complete Analysis 2026

JULTStock

The fund seeks to match, at the end of the outcome period, the share price returns of the SPDR S&P 500 ETF Trust (the underlying ETF), up to a specified upside cap, while providing a buffer against the first 10% of underlying ETF losses. The cap and the buffer will be reduced after taking into account management fees and other fund fees and expenses.

Full JULT 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.