HomeCompareJVLIX vs VYM

JVLIX vs VYM: Dividend Comparison 2026

JVLIX yields 6.68% · VYM yields 2.37%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JVLIX wins by $3.3K in total portfolio value
10 years
JVLIX
JVLIX
● Live price
6.68%
Share price
$24.56
Annual div
$1.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,021.42
Full JVLIX calculator →
VYM
Vanguard High Dividend Yield ETF
● Live price
2.37%
Share price
$148.10
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$272.94
Full VYM calculator →

Portfolio growth — JVLIX vs VYM

📍 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 PeriodJVLIXVYM
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 + VYM cover 0 of 12 monthsgood coverage

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

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
VYM
Annual income on $10K today (after 15% tax)
$201.60/yr
After 10yr DRIP, annual income (after tax)
$232.00/yr
At 15% tax rate, JVLIX beats the other by $636.21/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JVLIX + VYM for your $10,000?

JVLIX: 50%VYM: 50%
100% VYM50/50100% JVLIX
Portfolio after 10yr
$29.4K
Annual income
$647.18/yr
Blended yield
2.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JVLIX buys
0
VYM buys
0
No recent congressional trades found for JVLIX or VYM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJVLIXVYM
Forward yield6.68%2.37%
Annual dividend / share$1.64$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.1K$27.8K
Annual income after 10y$1,021.42$272.94
Total dividends collected$8.5K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJVLIX PortfolioJVLIX Income/yrVYM PortfolioVYM Income/yrGap
1← crossover$11,368$667.96$11,147$237.17+$221.00JVLIX
2$12,873$709.66$12,404$242.33+$469.00JVLIX
3$14,526$751.07$13,780$247.16+$746.00JVLIX
4$16,334$792.02$15,285$251.67+$1.0KJVLIX
5$18,310$832.38$16,932$255.88+$1.4KJVLIX
6$20,464$872.02$18,733$259.81+$1.7KJVLIX
7$22,807$910.83$20,701$263.46+$2.1KJVLIX
8$25,352$948.72$22,852$266.86+$2.5KJVLIX
9$28,113$985.61$25,201$270.01+$2.9KJVLIX
10$31,102$1,021.42$27,768$272.94+$3.3KJVLIX

JVLIX vs VYM: Complete Analysis 2026

JVLIXStock

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 →

VYMETF

Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.

Full VYM 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.