HomeCompareJBTC vs HDV

JBTC vs HDV: Dividend Comparison 2026

JBTC yields 3.24% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JBTC wins by $62.7K in total portfolio value
10 years
JBTC
JBTC
● Live price
3.24%
Share price
$35.18
Annual div
$1.14
5Y div CAGR
37.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$87.1K
Annual income
$24,909.15
Full JBTC calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — JBTC vs HDV

📍 JBTC 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 PeriodJBTCHDV
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, JBTC + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JBTC 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.

JBTC
Annual income on $10K today (after 15% tax)
$275.44/yr
After 10yr DRIP, annual income (after tax)
$21,172.78/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, JBTC beats the other by $20,872.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JBTC: 50%HDV: 50%
100% HDV50/50100% JBTC
Portfolio after 10yr
$55.7K
Annual income
$12,630.93/yr
Blended yield
22.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JBTC buys
0
HDV buys
0
No recent congressional trades found for JBTC or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJBTCHDV
Forward yield3.24%2.92%
Annual dividend / share$1.14$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR37.6%0%
Portfolio after 10y$87.1K$24.3K
Annual income after 10y$24,909.15$352.73
Total dividends collected$60.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJBTC PortfolioJBTC Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,146$445.89$11,002$292.38+$144.00JBTC
2$12,565$639.11$12,084$300.36+$481.00JBTC
3$14,371$926.55$13,250$308.02+$1.1KJBTC
4$16,740$1,362.79$14,506$315.35+$2.2KJBTC
5$19,953$2,041.38$15,858$322.35+$4.1KJBTC
6$24,479$3,129.07$17,313$329.04+$7.2KJBTC
7$31,129$4,936.63$18,878$335.42+$12.3KJBTC
8$41,381$8,073.07$20,560$341.49+$20.8KJBTC
9$58,079$13,800.97$22,367$347.25+$35.7KJBTC
10$87,054$24,909.15$24,307$352.73+$62.7KJBTC

JBTC vs HDV: Complete Analysis 2026

JBTCStock

JBT Bancorp Inc. operates as the holding company for Jonestown Bank and Trust Company that provides banking services in Pennsylvania. It offers personal and business checking and savings accounts. The company also provides business loans; home mortgages; and personal, auto, and home equity loans. In addition, it offers gift, reloadable, debit, and credit cards; certificates of deposit and individual retirement accounts; digital wallet, business solutions, overdraft coverage, autobook services; and online and mobile banking services. Further, the company provides young adult banking services; and -e-statements, night deposit and drop, coin and currency ordering, and debit card anti-fraud program services. JBT Bancorp Inc. was founded in 1873 and is based in Jonestown, Pennsylvania.

Full JBTC Calculator →

HDVETF

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.