Home › Compare › IBTJ vs HDV

IBTJ vs HDV: Dividend Comparison 2026

IBTJ yields 3.81% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IBTJ wins by $1.3K in total portfolio value
10 years
IBTJ
IBTJ
● Live price
3.81%
Share price
$21.84
Annual div
$0.83
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$485.99
Full IBTJ calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — IBTJ vs HDV

📍 IBTJ 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 PeriodIBTJHDV
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, IBTJ + HDV cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
IBTJ pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

IBTJ
Annual income on $10K today (after 15% tax)
$323.49/yr
After 10yr DRIP, annual income (after tax)
$413.09/yr
HDV
Annual income on $10K today (after 15% tax)
$247.92/yr
After 10yr DRIP, annual income (after tax)
$298.95/yr
At 15% tax rate, IBTJ beats the other by $114.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of IBTJ + HDV for your $10,000?

IBTJ: 50%HDV: 50%
100% HDV50/50100% IBTJ
Portfolio after 10yr
$25.0K
Annual income
$418.85/yr
Blended yield
1.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBTJ buys
0
HDV buys
0
No recent congressional trades found for IBTJ or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBTJHDV
Forward yield3.81% ✓2.92%
Annual dividend / share$0.83$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.6K ✓$24.3K
Annual income after 10y$485.99 ✓$351.71
Total dividends collected$4.4K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: IBTJ vs HDV ($10,000, DRIP)

YearIBTJ PortfolioIBTJ Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,081$380.58$11,002$291.67+$79.00 → IBTJ
2$12,250$394.11$12,082$299.61+$168.00 → IBTJ
3$13,515$407.21$13,247$307.23+$268.00 → IBTJ
4$14,881$419.86$14,503$314.52+$378.00 → IBTJ
5$16,355$432.05$15,854$321.50+$501.00 → IBTJ
6$17,943$443.78$17,308$328.15+$635.00 → IBTJ
7$19,654$455.03$18,871$334.49+$783.00 → IBTJ
8$21,496$465.81$20,551$340.53+$945.00 → IBTJ
9$23,477$476.13$22,357$346.27+$1.1K → IBTJ
10$25,606$485.99$24,296$351.71+$1.3K → IBTJ

IBTJ vs HDV: Complete Analysis 2026

IBTJ — Stock

The iShares iBonds Dec 2029 Term Treasury ETF seeks to track the investment results of an index composed of U.S. Treasury bonds maturing in 2029. This Fund is covered by U.S. Patent Nos. 8,438,100 and 8,655,770.

Full IBTJ Calculator →

HDV — ETF

The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full HDV Calculator →
📬

Get this IBTJ vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IBTJ vs SCHDIBTJ vs JEPIIBTJ vs OIBTJ vs KOIBTJ vs MAINIBTJ vs VYMIBTJ vs DVYIBTJ vs SPHD

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