Is JCBUX or HDV a better dividend investment in 2026?

JCBUX currently yields 4.21% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JCBUX offers higher current income.

What is the dividend yield difference between JCBUX and HDV?

JCBUX has a forward dividend yield of 4.21% ($0.43/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.29 percentage points.

Home › Compare › JCBUX vs HDV

JCBUX vs HDV: Dividend Comparison 2026

JCBUX yields 4.21% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JCBUX wins by $2.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JCBUX

● Live price

4.21%

Share price

$10.33

Annual div

$0.43

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.3K

Annual income

$551.16

Full JCBUX 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 — JCBUX vs HDV

📍 JCBUX 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	JCBUX	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, JCBUX + 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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JCBUX 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.

JCBUX

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

$357.66/yr

After 10yr DRIP, annual income (after tax)

$468.49/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, JCBUX beats the other by $168.67/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 JCBUX + HDV for your $10,000?

JCBUX: 50%HDV: 50%

100% HDV50/50100% JCBUX

Portfolio after 10yr

$25.3K

Annual income

$451.94/yr

Blended yield

1.79%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JCBUX buys

HDV buys

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

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

MetricJCBUXHDV

Forward yield	4.21% ✓	2.92%
Annual dividend / share	$0.43	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.3K ✓	$24.3K
Annual income after 10y	$551.16 ✓	$352.73
Total dividends collected	$4.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JCBUX Portfolio	JCBUX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,121	$420.77	$11,002	$292.38	+$119.00 → JCBUX
2	$12,337	$437.32	$12,084	$300.36	+$253.00 → JCBUX
3	$13,654	$453.39	$13,250	$308.02	+$404.00 → JCBUX
4	$15,078	$468.97	$14,506	$315.35	+$572.00 → JCBUX
5	$16,618	$484.02	$15,858	$322.35	+$760.00 → JCBUX
6	$18,279	$498.54	$17,313	$329.04	+$966.00 → JCBUX
7	$20,072	$512.52	$18,878	$335.42	+$1.2K → JCBUX
8	$22,003	$525.95	$20,560	$341.49	+$1.4K → JCBUX
9	$24,082	$538.83	$22,367	$347.25	+$1.7K → JCBUX
10	$26,318	$551.16	$24,307	$352.73	+$2.0K → JCBUX

JCBUX vs HDV: Complete Analysis 2026

JCBUX — Stock

The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. It will invest at least 80% of its assets in bonds. The fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. Its average weighted maturity will ordinarily range between 4 and 12 years.

Full JCBUX 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.