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JCRAX vs HDV: Dividend Comparison 2026

JCRAX yields 7.34% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JCRAX wins by $8.2K in total portfolio value
10 years
JCRAX
JCRAX
● Live price
7.34%
Share price
$9.72
Annual div
$0.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.5K
Annual income
$1,168.41
Full JCRAX 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 — JCRAX vs HDV

📍 JCRAX 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 PeriodJCRAXHDV
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%.
📅

Dividend Calendar Overlap

Combined, JCRAX + HDV cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
JCRAX pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

JCRAX
Annual income on $10K today (after 15% tax)
$623.60/yr
After 10yr DRIP, annual income (after tax)
$993.15/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, JCRAX beats the other by $693.33/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JCRAX: 50%HDV: 50%
100% HDV50/50100% JCRAX
Portfolio after 10yr
$28.4K
Annual income
$760.56/yr
Blended yield
2.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JCRAX buys
0
HDV buys
0
No recent congressional trades found for JCRAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJCRAXHDV
Forward yield7.34% ✓2.92%
Annual dividend / share$0.71$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.5K ✓$24.3K
Annual income after 10y$1,168.41 ✓$352.73
Total dividends collected$9.6K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJCRAX PortfolioJCRAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,434$733.64$11,002$292.38+$432.00 → JCRAX
2$13,018$783.94$12,084$300.36+$934.00 → JCRAX
3$14,763$834.18$13,250$308.02+$1.5K → JCRAX
4$16,681$884.13$14,506$315.35+$2.2K → JCRAX
5$18,782$933.62$15,858$322.35+$2.9K → JCRAX
6$21,079$982.45$17,313$329.04+$3.8K → JCRAX
7$23,585$1,030.48$18,878$335.42+$4.7K → JCRAX
8$26,314$1,077.56$20,560$341.49+$5.8K → JCRAX
9$29,280$1,123.57$22,367$347.25+$6.9K → JCRAX
10$32,498$1,168.41$24,307$352.73+$8.2K → JCRAX

JCRAX vs HDV: Complete Analysis 2026

JCRAX — Stock

The ALPS CoreCommodity Management CompleteCommodities Strategy Fund seeks to maximize real returns, consistent with prudent investment management.

Full JCRAX 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.