HomeCompareJFNNX vs HDV

JFNNX vs HDV: Dividend Comparison 2026

JFNNX yields 4.84% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JFNNX wins by $3.2K in total portfolio value
10 years
JFNNX
JFNNX
● Live price
4.84%
Share price
$77.85
Annual div
$3.77
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$659.11
Full JFNNX 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 — JFNNX vs HDV

📍 JFNNX 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 PeriodJFNNXHDV
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, JFNNX + HDV cover 0 of 12 monthsgood coverage

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

JFNNX
Annual income on $10K today (after 15% tax)
$411.09/yr
After 10yr DRIP, annual income (after tax)
$560.24/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, JFNNX beats the other by $261.29/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JFNNX: 50%HDV: 50%
100% HDV50/50100% JFNNX
Portfolio after 10yr
$25.9K
Annual income
$505.42/yr
Blended yield
1.95%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JFNNX buys
0
HDV buys
0
No recent congressional trades found for JFNNX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJFNNXHDV
Forward yield4.84%2.92%
Annual dividend / share$3.77$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$24.3K
Annual income after 10y$659.11$351.71
Total dividends collected$5.8K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJFNNX PortfolioJFNNX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,184$483.64$11,002$291.67+$182.00JFNNX
2$12,472$505.50$12,082$299.61+$390.00JFNNX
3$13,872$526.85$13,247$307.23+$625.00JFNNX
4$15,391$547.65$14,503$314.52+$888.00JFNNX
5$17,036$567.86$15,854$321.50+$1.2KJFNNX
6$18,816$587.44$17,308$328.15+$1.5KJFNNX
7$20,739$606.37$18,871$334.49+$1.9KJFNNX
8$22,816$624.64$20,551$340.53+$2.3KJFNNX
9$25,055$642.22$22,357$346.27+$2.7KJFNNX
10$27,468$659.11$24,296$351.71+$3.2KJFNNX

JFNNX vs HDV: Complete Analysis 2026

JFNNXStock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that the portfolio managers believe have a life science orientation. In the fund's pursuit of companies with a life science orientation, the fund has a fundamental policy to normally invest at least 25% of its total assets in securities of companies that are categorized in the "life sciences" sector.

Full JFNNX 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.