HomeCompareJDHCX vs HDV

JDHCX vs HDV: Dividend Comparison 2026

JDHCX yields 5.81% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JDHCX wins by $5.0K in total portfolio value
10 years
JDHCX
JDHCX
● Live price
5.81%
Share price
$7.27
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$841.73
Full JDHCX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — JDHCX vs HDV

📍 JDHCX 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 PeriodJDHCXHDV
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, JDHCX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JDHCX 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.

JDHCX
Annual income on $10K today (after 15% tax)
$493.90/yr
After 10yr DRIP, annual income (after tax)
$715.47/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, JDHCX beats the other by $416.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JDHCX: 50%HDV: 50%
100% HDV50/50100% JDHCX
Portfolio after 10yr
$26.8K
Annual income
$596.72/yr
Blended yield
2.23%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDHCX buys
0
HDV buys
0
No recent congressional trades found for JDHCX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDHCXHDV
Forward yield5.81%2.92%
Annual dividend / share$0.42$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.3K$24.3K
Annual income after 10y$841.73$351.71
Total dividends collected$7.2K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJDHCX PortfolioJDHCX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,281$581.06$11,002$291.67+$279.00JDHCX
2$12,683$612.61$12,082$299.61+$601.00JDHCX
3$14,215$643.70$13,247$307.23+$968.00JDHCX
4$15,884$674.24$14,503$314.52+$1.4KJDHCX
5$17,700$704.12$15,854$321.50+$1.8KJDHCX
6$19,672$733.30$17,308$328.15+$2.4KJDHCX
7$21,811$761.69$18,871$334.49+$2.9KJDHCX
8$24,127$789.25$20,551$340.53+$3.6KJDHCX
9$26,632$815.94$22,357$346.27+$4.3KJDHCX
10$29,338$841.73$24,296$351.71+$5.0KJDHCX

JDHCX vs HDV: Complete Analysis 2026

JDHCXStock

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in high-yield/high-risk securities rated below investment grade. Securities rated below investment grade may include their unrated equivalents or other high-yielding securities the portfolio managers believe offer attractive risk/return characteristics.

Full JDHCX Calculator →

HDVETF

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.