Is JCMAX or HDV a better dividend investment in 2026?

JCMAX currently yields 6.33% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JCMAX offers higher current income.

What is the dividend yield difference between JCMAX and HDV?

JCMAX has a forward dividend yield of 6.33% ($3.80/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 3.41 percentage points.

Home › Compare › JCMAX vs HDV

JCMAX vs HDV: Dividend Comparison 2026

JCMAX yields 6.33% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JCMAX wins by $6.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JCMAX

● Live price

6.33%

Share price

$60.12

Annual div

$3.80

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$30.4K

Annual income

$946.59

Full JCMAX 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 — JCMAX vs HDV

📍 JCMAX 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	JCMAX	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, JCMAX + 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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JCMAX 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.

JCMAX

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

$537.82/yr

After 10yr DRIP, annual income (after tax)

$804.60/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, JCMAX beats the other by $504.78/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

JCMAX: 50%HDV: 50%

100% HDV50/50100% JCMAX

Portfolio after 10yr

$27.3K

Annual income

$649.66/yr

Blended yield

2.38%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JCMAX buys

HDV buys

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

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

MetricJCMAXHDV

Forward yield	6.33% ✓	2.92%
Annual dividend / share	$3.80	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$30.4K ✓	$24.3K
Annual income after 10y	$946.59 ✓	$352.73
Total dividends collected	$7.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JCMAX Portfolio	JCMAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,333	$632.73	$11,002	$292.38	+$331.00 → JCMAX
2	$12,796	$670.15	$12,084	$300.36	+$712.00 → JCMAX
3	$14,399	$707.19	$13,250	$308.02	+$1.1K → JCMAX
4	$16,151	$743.71	$14,506	$315.35	+$1.6K → JCMAX
5	$18,061	$779.61	$15,858	$322.35	+$2.2K → JCMAX
6	$20,140	$814.78	$17,313	$329.04	+$2.8K → JCMAX
7	$22,399	$849.14	$18,878	$335.42	+$3.5K → JCMAX
8	$24,849	$882.60	$20,560	$341.49	+$4.3K → JCMAX
9	$27,504	$915.10	$22,367	$347.25	+$5.1K → JCMAX
10	$30,376	$946.59	$24,307	$352.73	+$6.1K → JCMAX

JCMAX vs HDV: Complete Analysis 2026

JCMAX — Stock

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Index at the time of purchase.

Full JCMAX 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.