HomeCompareJVSAX vs DVY

JVSAX vs DVY: Dividend Comparison 2026

JVSAX yields 9.03% · DVY yields 3.46%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JVSAX wins by $11.4K in total portfolio value
10 years
JVSAX
JVSAX
● Live price
9.03%
Share price
$15.20
Annual div
$1.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.4K
Annual income
$1,596.57
Full JVSAX 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 — JVSAX vs DVY

📍 JVSAX 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 PeriodJVSAXDVY
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, JVSAX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JVSAX 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.

JVSAX
Annual income on $10K today (after 15% tax)
$767.80/yr
After 10yr DRIP, annual income (after tax)
$1,357.08/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, JVSAX beats the other by $989.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JVSAX: 50%DVY: 50%
100% DVY50/50100% JVSAX
Portfolio after 10yr
$30.7K
Annual income
$1,014.74/yr
Blended yield
3.31%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JVSAX buys
0
DVY buys
0
No recent congressional trades found for JVSAX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJVSAXDVY
Forward yield9.03%3.46%
Annual dividend / share$1.37$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.4K$25.0K
Annual income after 10y$1,596.57$432.91
Total dividends collected$12.5K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJVSAX PortfolioJVSAX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,603$903.30$11,046$346.43+$557.00JVSAX
2$13,395$979.55$12,177$357.65+$1.2KJVSAX
3$15,390$1,056.84$13,398$368.47+$2.0KJVSAX
4$17,602$1,134.76$14,715$378.89+$2.9KJVSAX
5$20,047$1,212.96$16,134$388.90+$3.9KJVSAX
6$22,741$1,291.08$17,662$398.51+$5.1KJVSAX
7$25,702$1,368.79$19,306$407.71+$6.4KJVSAX
8$28,947$1,445.79$21,074$416.50+$7.9KJVSAX
9$32,495$1,521.80$22,974$424.90+$9.5KJVSAX
10$36,366$1,596.57$25,015$432.91+$11.4KJVSAX

JVSAX vs DVY: Complete Analysis 2026

JVSAXStock

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 common stocks of small- and mid-sized companies whose market capitalization is less than the 12-month average of the maximum market capitalization of companies included in the Russell 2500 tm Value Index. In addition, when the portfolio managers believe that market conditions are unfavorable for investing, or when he is otherwise unable to locate attractive investment opportunities, the fund's cash or similar investments may increase.

Full JVSAX 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.