Is JVTAX or QYLD a better dividend investment in 2026?

JVTAX currently yields 6.03% with a 5% 5-year dividend growth rate. QYLD yields 11.92% with -2.1% growth. The better choice depends on your goal: QYLD offers higher current income.

What is the dividend yield difference between JVTAX and QYLD?

JVTAX has a forward dividend yield of 6.03% ($4.73/share annually). QYLD yields 11.92% ($2.04/share annually). The yield gap is 5.89 percentage points.

Home › Compare › JVTAX vs QYLD

JVTAX vs QYLD: Dividend Comparison 2026

JVTAX yields 6.03% · QYLD yields 11.92%● Live data

vsPost on X →

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

🏆 JVTAX wins by $4.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JVTAX

● Live price

6.03%

Share price

$78.49

Annual div

$4.73

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.8K

Annual income

$885.40

Full JVTAX calculator →

QYLD

Global X Nasdaq 100 Covered Call ETF

● Live price

11.92%

Share price

$17.15

Annual div

$2.04

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.4K

Annual income

$5,659.31

Full QYLD calculator →

Portfolio growth — JVTAX vs QYLD

📍 JVTAX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	JVTAX	QYLD
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%.

📅

Dividend Calendar Overlap

Combined, JVTAX + QYLD cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JVTAX pays

QYLD pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JVTAX

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

$512.48/yr

After 10yr DRIP, annual income (after tax)

$752.59/yr

QYLD

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

$1,013.51/yr

After 10yr DRIP, annual income (after tax)

$4,810.41/yr

At 15% tax rate, QYLD beats the other by $4,057.82/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JVTAX + QYLD for your $10,000?

JVTAX: 50%QYLD: 50%

100% QYLD50/50100% JVTAX

Portfolio after 10yr

$27.6K

Annual income

$3,272.36/yr

Blended yield

11.86%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JVTAX buys

QYLD buys

No recent congressional trades found for JVTAX or QYLD in the last 90 days.

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

MetricJVTAXQYLD

Forward yield	6.03%	11.92% ✓
Annual dividend / share	$4.73 ✓	$2.04
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$29.8K ✓	$25.4K
Annual income after 10y	$885.40	$5,659.31 ✓
Total dividends collected	$7.5K	$27.1K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

Year-by-year: JVTAX vs QYLD ($10,000, DRIP)

Year	JVTAX Portfolio	JVTAX Income/yr	QYLD Portfolio	QYLD Income/yr	Gap
1← crossover	$11,303	$602.92	$10,352	$1,192.36	+$951.00 → JVTAX
2	$12,731	$636.90	$10,830	$1,347.57	+$1.9K → JVTAX
3	$14,293	$670.44	$11,460	$1,539.07	+$2.8K → JVTAX
4	$15,997	$703.43	$12,275	$1,777.84	+$3.7K → JVTAX
5	$17,852	$735.79	$13,323	$2,078.95	+$4.5K → JVTAX
6	$19,869	$767.42	$14,667	$2,463.34	+$5.2K → JVTAX
7	$22,058	$798.25	$16,396	$2,960.57	+$5.7K → JVTAX
8	$24,431	$828.22	$18,631	$3,612.97	+$5.8K → JVTAX
9	$26,998	$857.28	$21,548	$4,482.15	+$5.5K → JVTAX
10	$29,773	$885.40	$25,398	$5,659.31	+$4.4K → JVTAX

JVTAX vs QYLD: Complete Analysis 2026

JVTAX — Stock

The fund pursues its investment objective by investing at least 50% of its equity assets in small-sized companies. It may also invest in larger companies with strong growth potential. Small-sized companies are defined by the portfolio manager as those companies whose market capitalization falls within the range of companies in the Russell 2000® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JVTAX Calculator →

QYLD — ETF

The Global X Nasdaq 100 Covered Call ETF (QYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe Nasdaq-100 BuyWrite V2 Index.

Full QYLD Calculator →

📬

Get this JVTAX vs QYLD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JVTAX vs SCHD JVTAX vs JEPI JVTAX vs O JVTAX vs KO JVTAX vs MAIN JVTAX vs XYLD JVTAX vs JEPQ JVTAX vs RYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.