Is JAENX or HDV a better dividend investment in 2026?

JAENX currently yields 8.01% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JAENX offers higher current income.

What is the dividend yield difference between JAENX and HDV?

JAENX has a forward dividend yield of 8.01% ($10.49/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 5.09 percentage points.

Home › Compare › JAENX vs HDV

JAENX vs HDV: Dividend Comparison 2026

JAENX yields 8.01% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JAENX wins by $9.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JAENX

● Live price

8.01%

Share price

$131.03

Annual div

$10.49

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$34.0K

Annual income

$1,329.25

Full JAENX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — JAENX vs HDV

📍 JAENX 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 Period	JAENX	HDV
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, JAENX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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JAENX pays

HDV pays

Both pay

Neither

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Tax Bracket Optimizer

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

JAENX

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

$680.68/yr

After 10yr DRIP, annual income (after tax)

$1,129.86/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, JAENX beats the other by $830.91/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

JAENX: 50%HDV: 50%

100% HDV50/50100% JAENX

Portfolio after 10yr

$29.1K

Annual income

$840.49/yr

Blended yield

2.88%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAENX buys

HDV buys

No recent congressional trades found for JAENX or HDV in the last 90 days.

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

MetricJAENXHDV

Forward yield	8.01% ✓	2.92%
Annual dividend / share	$10.49 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$34.0K ✓	$24.3K
Annual income after 10y	$1,329.25 ✓	$351.71
Total dividends collected	$10.7K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JAENX Portfolio	JAENX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,501	$800.80	$11,002	$291.67	+$499.00 → JAENX
2	$13,167	$860.73	$12,082	$299.61	+$1.1K → JAENX
3	$15,009	$920.93	$13,247	$307.23	+$1.8K → JAENX
4	$17,041	$981.13	$14,503	$314.52	+$2.5K → JAENX
5	$19,275	$1,041.07	$15,854	$321.50	+$3.4K → JAENX
6	$21,725	$1,100.51	$17,308	$328.15	+$4.4K → JAENX
7	$24,405	$1,159.24	$18,871	$334.49	+$5.5K → JAENX
8	$27,330	$1,217.05	$20,551	$340.53	+$6.8K → JAENX
9	$30,517	$1,273.77	$22,357	$346.27	+$8.2K → JAENX
10	$33,982	$1,329.25	$24,296	$351.71	+$9.7K → JAENX

JAENX vs HDV: Complete Analysis 2026

JAENX — Stock

The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.

Full JAENX 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 →

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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.