Is JVLIX or DVY a better dividend investment in 2026?

JVLIX currently yields 6.68% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: JVLIX offers higher current income.

What is the dividend yield difference between JVLIX and DVY?

JVLIX has a forward dividend yield of 6.68% ($1.64/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 3.22 percentage points.

Home › Compare › JVLIX vs DVY

JVLIX vs DVY: Dividend Comparison 2026

JVLIX yields 6.68% · DVY yields 3.46%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JVLIX wins by $6.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JVLIX

● Live price

6.68%

Share price

$24.56

Annual div

$1.64

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.1K

Annual income

$1,021.42

Full JVLIX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — JVLIX vs DVY

📍 JVLIX 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 Period	JVLIX	DVY
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, JVLIX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Dec

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JVLIX 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.

JVLIX

Annual income on $10K today (after 15% tax)

$567.77/yr

After 10yr DRIP, annual income (after tax)

$868.21/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, JVLIX beats the other by $500.23/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 JVLIX + DVY for your $10,000?

JVLIX: 50%DVY: 50%

100% DVY50/50100% JVLIX

Portfolio after 10yr

$28.1K

Annual income

$727.16/yr

Blended yield

2.59%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JVLIX buys

DVY buys

No recent congressional trades found for JVLIX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJVLIXDVY

Forward yield	6.68% ✓	3.46%
Annual dividend / share	$1.64	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$31.1K ✓	$25.0K
Annual income after 10y	$1,021.42 ✓	$432.91
Total dividends collected	$8.5K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JVLIX Portfolio	JVLIX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,368	$667.96	$11,046	$346.43	+$322.00 → JVLIX
2	$12,873	$709.66	$12,177	$357.65	+$696.00 → JVLIX
3	$14,526	$751.07	$13,398	$368.47	+$1.1K → JVLIX
4	$16,334	$792.02	$14,715	$378.89	+$1.6K → JVLIX
5	$18,310	$832.38	$16,134	$388.90	+$2.2K → JVLIX
6	$20,464	$872.02	$17,662	$398.51	+$2.8K → JVLIX
7	$22,807	$910.83	$19,306	$407.71	+$3.5K → JVLIX
8	$25,352	$948.72	$21,074	$416.50	+$4.3K → JVLIX
9	$28,113	$985.61	$22,974	$424.90	+$5.1K → JVLIX
10	$31,102	$1,021.42	$25,015	$432.91	+$6.1K → JVLIX

JVLIX vs DVY: Complete Analysis 2026

JVLIX — Stock

The fund normally invests at least 80% of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with a market capitalization of $1 billion or greater and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities. The fund may participate as a purchaser in initial public offerings of securities (IPO).

Full JVLIX 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.