Is JCPUX or HDV a better dividend investment in 2026?

JCPUX currently yields 5.04% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JCPUX offers higher current income.

What is the dividend yield difference between JCPUX and HDV?

JCPUX has a forward dividend yield of 5.04% ($0.37/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 2.12 percentage points.

Home › Compare › JCPUX vs HDV

JCPUX vs HDV: Dividend Comparison 2026

JCPUX yields 5.04% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JCPUX wins by $3.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JCPUX

● Live price

5.04%

Share price

$7.25

Annual div

$0.37

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$27.9K

Annual income

$696.16

Full JCPUX 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 — JCPUX vs HDV

📍 JCPUX 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	JCPUX	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, JCPUX + 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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JCPUX 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.

JCPUX

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

$428.61/yr

After 10yr DRIP, annual income (after tax)

$591.74/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, JCPUX beats the other by $292.78/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 JCPUX + HDV for your $10,000?

JCPUX: 50%HDV: 50%

100% HDV50/50100% JCPUX

Portfolio after 10yr

$26.1K

Annual income

$523.94/yr

Blended yield

2.01%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JCPUX buys

HDV buys

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

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

MetricJCPUXHDV

Forward yield	5.04% ✓	2.92%
Annual dividend / share	$0.37	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$27.9K ✓	$24.3K
Annual income after 10y	$696.16 ✓	$351.71
Total dividends collected	$6.0K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JCPUX Portfolio	JCPUX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,204	$504.25	$11,002	$291.67	+$202.00 → JCPUX
2	$12,517	$528.01	$12,082	$299.61	+$435.00 → JCPUX
3	$13,944	$551.27	$13,247	$307.23	+$697.00 → JCPUX
4	$15,494	$573.96	$14,503	$314.52	+$991.00 → JCPUX
5	$17,175	$596.04	$15,854	$321.50	+$1.3K → JCPUX
6	$18,994	$617.47	$17,308	$328.15	+$1.7K → JCPUX
7	$20,962	$638.21	$18,871	$334.49	+$2.1K → JCPUX
8	$23,088	$658.25	$20,551	$340.53	+$2.5K → JCPUX
9	$25,381	$677.57	$22,357	$346.27	+$3.0K → JCPUX
10	$27,854	$696.16	$24,296	$351.71	+$3.6K → JCPUX

JCPUX vs HDV: Complete Analysis 2026

JCPUX — Stock

The fund will invest at least 80% of its assets in bonds. Under normal conditions, at least 70% of its total assets must be invested in securities that, at the time of purchase, are rated investment grade. The fund’s investments in below investment grade securities or the unrated equivalent including below investment grade foreign securities will not, under normal circumstances, exceed more than 30% of the fund’s total assets. Its average weighted maturity will ordinarily range between five and twenty years.

Full JCPUX 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.