Is JDFAX or HDV a better dividend investment in 2026?

JDFAX currently yields 4.45% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JDFAX offers higher current income.

What is the dividend yield difference between JDFAX and HDV?

JDFAX has a forward dividend yield of 4.45% ($0.41/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.53 percentage points.

Home › Compare › JDFAX vs HDV

JDFAX vs HDV: Dividend Comparison 2026

JDFAX yields 4.45% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JDFAX wins by $2.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JDFAX

● Live price

4.45%

Share price

$9.27

Annual div

$0.41

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.8K

Annual income

$592.18

Full JDFAX 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 — JDFAX vs HDV

📍 JDFAX 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	JDFAX	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, JDFAX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

—

May

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Jun

—

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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JDFAX 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.

JDFAX

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

$378.40/yr

After 10yr DRIP, annual income (after tax)

$503.35/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, JDFAX beats the other by $203.53/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 JDFAX + HDV for your $10,000?

JDFAX: 50%HDV: 50%

100% HDV50/50100% JDFAX

Portfolio after 10yr

$25.5K

Annual income

$472.45/yr

Blended yield

1.85%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDFAX buys

HDV buys

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

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

MetricJDFAXHDV

Forward yield	4.45% ✓	2.92%
Annual dividend / share	$0.41	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.8K ✓	$24.3K
Annual income after 10y	$592.18 ✓	$352.73
Total dividends collected	$5.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JDFAX Portfolio	JDFAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,145	$445.18	$11,002	$292.38	+$143.00 → JDFAX
2	$12,389	$463.70	$12,084	$300.36	+$305.00 → JDFAX
3	$13,738	$481.73	$13,250	$308.02	+$488.00 → JDFAX
4	$15,199	$499.24	$14,506	$315.35	+$693.00 → JDFAX
5	$16,779	$516.19	$15,858	$322.35	+$921.00 → JDFAX
6	$18,486	$532.58	$17,313	$329.04	+$1.2K → JDFAX
7	$20,329	$548.37	$18,878	$335.42	+$1.5K → JDFAX
8	$22,315	$563.58	$20,560	$341.49	+$1.8K → JDFAX
9	$24,455	$578.18	$22,367	$347.25	+$2.1K → JDFAX
10	$26,759	$592.18	$24,307	$352.73	+$2.5K → JDFAX

JDFAX vs HDV: Complete Analysis 2026

JDFAX — Stock

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, government notes and bonds, corporate bonds, commercial and residential mortgage-backed securities, asset-backed securities, credit risk transfer securities (“CRTs”), and money market instruments. It will invest at least 65% of its net assets in investment grade debt securities. The fund will limit its investment in high-yield/high-risk bonds (also known as "junk" bonds) to 35% or less of its net assets.

Full JDFAX 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.