HomeCompareNWQAX vs VYM

NWQAX vs VYM: Dividend Comparison 2026

NWQAX yields 4.90% · VYM yields 2.37%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VYM wins by $180.00 in total portfolio value· pulled ahead in Year 9
10 years
NWQAX
NWQAX
● Live price
4.90%
Share price
$19.58
Annual div
$0.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.6K
Annual income
$670.99
Full NWQAX calculator →
VYM
Vanguard High Dividend Yield ETF
● Live price
2.37%
Share price
$147.95
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$273.25
Full VYM calculator →

Portfolio growth — NWQAX vs VYM

📍 VYM pulled ahead of the other in Year 9

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 PeriodNWQAXVYM
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, NWQAX + VYM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

NWQAX
Annual income on $10K today (after 15% tax)
$416.75/yr
After 10yr DRIP, annual income (after tax)
$570.34/yr
VYM
Annual income on $10K today (after 15% tax)
$201.80/yr
After 10yr DRIP, annual income (after tax)
$232.26/yr
At 15% tax rate, NWQAX beats the other by $338.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NWQAX: 50%VYM: 50%
100% VYM50/50100% NWQAX
Portfolio after 10yr
$27.7K
Annual income
$472.12/yr
Blended yield
1.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NWQAX buys
0
VYM buys
1
PoliticianChamberTickerTypeAmountDate
Carol Devine Miller🏢 House$VYM▲ Buy$15,001 - $50,0002022-11-02
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNWQAXVYM
Forward yield4.90%2.37%
Annual dividend / share$0.96$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.6K$27.8K
Annual income after 10y$670.99$273.25
Total dividends collected$5.8K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNWQAX PortfolioNWQAX Income/yrVYM PortfolioVYM Income/yrGap
1$11,190$490.30$11,147$237.41+$43.00NWQAX
2$12,486$512.76$12,404$242.58+$82.00NWQAX
3$13,895$534.72$13,781$247.42+$114.00NWQAX
4$15,424$556.12$15,287$251.94+$137.00NWQAX
5$17,081$576.92$16,934$256.16+$147.00NWQAX
6$18,873$597.09$18,735$260.10+$138.00NWQAX
7$20,811$616.60$20,704$263.76+$107.00NWQAX
8$22,903$635.43$22,855$267.16+$48.00NWQAX
9← crossover$25,160$653.56$25,205$270.32$45.00VYM
10$27,592$670.99$27,772$273.25$180.00VYM

NWQAX vs VYM: Complete Analysis 2026

NWQAXStock

The investment seeks to provide current income and capital appreciation. The fund invests at least 80% of its net assets in income producing securities. It invests at least 65% of its net assets in preferred and debt securities. It may invest without limit in below-investment-grade securities, commonly referred to as "high yield" securities or "junk" bonds. The fund may invest up to 50% of its net assets in dollar-denominated securities issued by non-U.S. companies.

Full NWQAX 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.