Is JAGAX or HDV a better dividend investment in 2026?

JAGAX currently yields 2.10% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: HDV offers higher current income.

What is the dividend yield difference between JAGAX and HDV?

JAGAX has a forward dividend yield of 2.10% ($0.21/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.82 percentage points.

Home › Compare › JAGAX vs HDV

JAGAX vs HDV: Dividend Comparison 2026

JAGAX yields 2.10% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 HDV wins by $1.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JAGAX

● Live price

2.10%

Share price

$9.95

Annual div

$0.21

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$22.8K

Annual income

$240.94

Full JAGAX 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 — JAGAX vs HDV

📍 HDV 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	JAGAX	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, JAGAX + 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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JAGAX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JAGAX

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

$178.76/yr

After 10yr DRIP, annual income (after tax)

$204.80/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, HDV beats the other by $94.15/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 JAGAX + HDV for your $10,000?

JAGAX: 50%HDV: 50%

100% HDV50/50100% JAGAX

Portfolio after 10yr

$23.5K

Annual income

$296.33/yr

Blended yield

1.26%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAGAX buys

HDV buys

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

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

MetricJAGAXHDV

Forward yield	2.10%	2.92% ✓
Annual dividend / share	$0.21	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$22.8K	$24.3K ✓
Annual income after 10y	$240.94	$351.71 ✓
Total dividends collected	$2.3K	$3.2K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JAGAX Portfolio	JAGAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$10,910	$210.31	$11,002	$291.67	$92.00 → HDV
2	$11,888	$214.45	$12,082	$299.61	$194.00 → HDV
3	$12,939	$218.38	$13,247	$307.23	$308.00 → HDV
4	$14,067	$222.13	$14,503	$314.52	$436.00 → HDV
5	$15,277	$225.70	$15,854	$321.50	$577.00 → HDV
6	$16,576	$229.08	$17,308	$328.15	$732.00 → HDV
7	$17,968	$232.29	$18,871	$334.49	$903.00 → HDV
8	$19,462	$235.33	$20,551	$340.53	$1.1K → HDV
9	$21,062	$238.22	$22,357	$346.27	$1.3K → HDV
10	$22,777	$240.94	$24,296	$351.71	$1.5K → HDV

JAGAX vs HDV: Complete Analysis 2026

JAGAX — Stock

The fund seeks to achieve its investment objective by allocating its assets across a portfolio of global equity, global fixed-income, and, at times, commodity-linked investments. It may invest in emerging markets, but will normally limit such investments to 30% of its net assets, measured at the time of purchase. Due to the nature of the securities in which the fund invests, it may have relatively high portfolio turnover compared to other funds.

Full JAGAX 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.