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JDVI vs HDV: Dividend Comparison 2026

JDVI yields 2.45% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $976.00 in total portfolio value
10 years
JDVI
JDVI
● Live price
2.45%
Share price
$34.84
Annual div
$0.85
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.3K
Annual income
$287.11
Full JDVI 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 — JDVI vs HDV

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

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

Tax Bracket Optimizer

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

JDVI
Annual income on $10K today (after 15% tax)
$208.33/yr
After 10yr DRIP, annual income (after tax)
$244.04/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, HDV beats the other by $55.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JDVI: 50%HDV: 50%
100% HDV50/50100% JDVI
Portfolio after 10yr
$23.8K
Annual income
$319.92/yr
Blended yield
1.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDVI buys
0
HDV buys
0
No recent congressional trades found for JDVI or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDVIHDV
Forward yield2.45%2.92% ✓
Annual dividend / share$0.85$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.3K$24.3K ✓
Annual income after 10y$287.11$352.73 ✓
Total dividends collected$2.7K$3.2K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJDVI PortfolioJDVI Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,945$245.09$11,002$292.38$57.00 → HDV
2$11,962$250.71$12,084$300.36$122.00 → HDV
3$13,055$256.07$13,250$308.02$195.00 → HDV
4$14,230$261.20$14,506$315.35$276.00 → HDV
5$15,493$266.08$15,858$322.35$365.00 → HDV
6$16,848$270.73$17,313$329.04$465.00 → HDV
7$18,302$275.15$18,878$335.42$576.00 → HDV
8$19,863$279.35$20,560$341.49$697.00 → HDV
9$21,537$283.34$22,367$347.25$830.00 → HDV
10$23,331$287.11$24,307$352.73$976.00 → HDV

JDVI vs HDV: Complete Analysis 2026

JDVI — Stock

Long-term growth of capital

Full JDVI 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.