Is JASCX or HDV a better dividend investment in 2026?

JASCX currently yields 3.33% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JASCX offers higher current income.

What is the dividend yield difference between JASCX and HDV?

JASCX has a forward dividend yield of 3.33% ($1.42/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.41 percentage points.

Home › Compare › JASCX vs HDV

JASCX vs HDV: Dividend Comparison 2026

JASCX yields 3.33% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JASCX wins by $484.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

JASCX

● Live price

3.33%

Share price

$42.62

Annual div

$1.42

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.8K

Annual income

$413.10

Full JASCX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — JASCX vs HDV

📍 JASCX 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	JASCX	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, JASCX + 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

—

Jul

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Aug

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Sep

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Oct

—

Nov

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Dec

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JASCX 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.

JASCX

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

$283.34/yr

After 10yr DRIP, annual income (after tax)

$351.14/yr

HDV

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

$248.52/yr

After 10yr DRIP, annual income (after tax)

$299.82/yr

At 15% tax rate, JASCX beats the other by $51.31/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 JASCX + HDV for your $10,000?

JASCX: 50%HDV: 50%

100% HDV50/50100% JASCX

Portfolio after 10yr

$24.6K

Annual income

$382.91/yr

Blended yield

1.56%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JASCX buys

HDV buys

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

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

MetricJASCXHDV

Forward yield	3.33% ✓	2.92%
Annual dividend / share	$1.42	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$24.8K ✓	$24.3K
Annual income after 10y	$413.10 ✓	$352.73
Total dividends collected	$3.8K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JASCX Portfolio	JASCX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,033	$333.34	$11,002	$292.38	+$31.00 → JASCX
2	$12,149	$343.73	$12,084	$300.36	+$65.00 → JASCX
3	$13,354	$353.73	$13,250	$308.02	+$104.00 → JASCX
4	$14,652	$363.36	$14,506	$315.35	+$146.00 → JASCX
5	$16,050	$372.60	$15,858	$322.35	+$192.00 → JASCX
6	$17,555	$381.45	$17,313	$329.04	+$242.00 → JASCX
7	$19,174	$389.93	$18,878	$335.42	+$296.00 → JASCX
8	$20,914	$398.02	$20,560	$341.49	+$354.00 → JASCX
9	$22,784	$405.74	$22,367	$347.25	+$417.00 → JASCX
10	$24,791	$413.10	$24,307	$352.73	+$484.00 → JASCX

JASCX vs HDV: Complete Analysis 2026

JASCX — Stock

The fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued. Equity securities that the fund will principally invest in are common stocks, preferred stocks and exchange traded funds ("ETFs") that invest primarily in equity securities. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of borrowing for investment purposes, if any) in equity securities of small capitalization companies.

Full JASCX 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.