Is JDNAX or HDV a better dividend investment in 2026?

JDNAX currently yields 15.99% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JDNAX offers higher current income.

What is the dividend yield difference between JDNAX and HDV?

JDNAX has a forward dividend yield of 15.99% ($10.65/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 13.07 percentage points.

Home › Compare › JDNAX vs HDV

JDNAX vs HDV: Dividend Comparison 2026

JDNAX yields 15.99% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JDNAX wins by $32.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JDNAX

● Live price

15.99%

Share price

$66.60

Annual div

$10.65

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$56.9K

Annual income

$4,276.77

Full JDNAX 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 — JDNAX vs HDV

📍 JDNAX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	JDNAX	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%.

📅

Dividend Calendar Overlap

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JDNAX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JDNAX

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

$1,358.81/yr

After 10yr DRIP, annual income (after tax)

$3,635.25/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, JDNAX beats the other by $3,335.43/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

JDNAX: 50%HDV: 50%

100% HDV50/50100% JDNAX

Portfolio after 10yr

$40.6K

Annual income

$2,314.74/yr

Blended yield

5.70%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDNAX buys

HDV buys

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

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

MetricJDNAXHDV

Forward yield	15.99% ✓	2.92%
Annual dividend / share	$10.65 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$56.9K ✓	$24.3K
Annual income after 10y	$4,276.77 ✓	$352.73
Total dividends collected	$28.6K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JDNAX Portfolio	JDNAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,299	$1,598.59	$11,002	$292.38	+$1.3K → JDNAX
2	$14,997	$1,837.43	$12,084	$300.36	+$2.9K → JDNAX
3	$18,141	$2,093.98	$13,250	$308.02	+$4.9K → JDNAX
4	$21,778	$2,367.23	$14,506	$315.35	+$7.3K → JDNAX
5	$25,958	$2,655.93	$15,858	$322.35	+$10.1K → JDNAX
6	$30,734	$2,958.65	$17,313	$329.04	+$13.4K → JDNAX
7	$36,159	$3,273.80	$18,878	$335.42	+$17.3K → JDNAX
8	$42,290	$3,599.72	$20,560	$341.49	+$21.7K → JDNAX
9	$49,185	$3,934.64	$22,367	$347.25	+$26.8K → JDNAX
10	$56,905	$4,276.77	$24,307	$352.73	+$32.6K → JDNAX

JDNAX vs HDV: Complete Analysis 2026

JDNAX — Stock

The investment seeks long-term capital growth and current income. The fund normally invests up to 75% of its assets in equity securities selected primarily for their growth potential and at least 25% of its assets in securities the portfolio managers believe have income potential. With respect to the selection of equity securities selected for growth potential, the portfolio managers additionally consider income-generating potential.

Full JDNAX 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 →

📬

Get this JDNAX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JDNAX vs SCHD JDNAX vs JEPI JDNAX vs O JDNAX vs KO JDNAX vs MAIN JDNAX vs VYM JDNAX vs DVY JDNAX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.