Home › Compare › JERCX vs HDV

JERCX vs HDV: Dividend Comparison 2026

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

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $979.00 in total portfolio value
10 years
JERCX
JERCX
● Live price
2.45%
Share price
$11.78
Annual div
$0.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.3K
Annual income
$286.87
Full JERCX 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 — JERCX 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 PeriodJERCXHDV
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, JERCX + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

JERCX
Annual income on $10K today (after 15% tax)
$208.18/yr
After 10yr DRIP, annual income (after tax)
$243.84/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 $55.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JERCX: 50%HDV: 50%
100% HDV50/50100% JERCX
Portfolio after 10yr
$23.8K
Annual income
$319.80/yr
Blended yield
1.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JERCX buys
0
HDV buys
0
No recent congressional trades found for JERCX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJERCXHDV
Forward yield2.45%2.92% ✓
Annual dividend / share$0.29$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$286.87$352.73 ✓
Total dividends collected$2.7K$3.2K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJERCX PortfolioJERCX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,945$244.92$11,002$292.38$57.00 → HDV
2$11,962$250.52$12,084$300.36$122.00 → HDV
3$13,055$255.88$13,250$308.02$195.00 → HDV
4$14,230$261.00$14,506$315.35$276.00 → HDV
5$15,492$265.87$15,858$322.35$366.00 → HDV
6$16,846$270.52$17,313$329.04$467.00 → HDV
7$18,301$274.93$18,878$335.42$577.00 → HDV
8$19,861$279.12$20,560$341.49$699.00 → HDV
9$21,534$283.10$22,367$347.25$833.00 → HDV
10$23,328$286.87$24,307$352.73$979.00 → HDV

JERCX vs HDV: Complete Analysis 2026

JERCX — Stock

The fund pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of real estate-related companies. Such companies may include those in the real estate industry or real estate-related industries. These securities may include common stocks, preferred stocks, and other equity securities, including, but not limited to, REITs and similar REIT-like entities, such as foreign entities that have REIT characteristics and real estate operating companies.

Full JERCX 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 JERCX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JERCX vs SCHDJERCX vs JEPIJERCX vs OJERCX vs KOJERCX vs MAINJERCX vs VYMJERCX vs DVYJERCX 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.