HomeCompareJFRNX vs HDV

JFRNX vs HDV: Dividend Comparison 2026

JFRNX yields 13.03% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JFRNX wins by $22.9K in total portfolio value
10 years
JFRNX
JFRNX
● Live price
13.03%
Share price
$53.47
Annual div
$6.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.2K
Annual income
$2,929.57
Full JFRNX 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 — JFRNX vs HDV

📍 JFRNX 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 PeriodJFRNXHDV
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, JFRNX + HDV cover 0 of 12 monthsgood coverage

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

JFRNX
Annual income on $10K today (after 15% tax)
$1,107.52/yr
After 10yr DRIP, annual income (after tax)
$2,490.13/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, JFRNX beats the other by $2,191.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JFRNX: 50%HDV: 50%
100% HDV50/50100% JFRNX
Portfolio after 10yr
$35.7K
Annual income
$1,640.64/yr
Blended yield
4.59%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JFRNX buys
0
HDV buys
0
No recent congressional trades found for JFRNX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJFRNXHDV
Forward yield13.03%2.92%
Annual dividend / share$6.97$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.2K$24.3K
Annual income after 10y$2,929.57$351.71
Total dividends collected$20.9K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJFRNX PortfolioJFRNX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,003$1,302.96$11,002$291.67+$1.0KJFRNX
2$14,305$1,461.63$12,082$299.61+$2.2KJFRNX
3$16,934$1,627.97$13,247$307.23+$3.7KJFRNX
4$19,921$1,801.12$14,503$314.52+$5.4KJFRNX
5$23,295$1,980.16$15,854$321.50+$7.4KJFRNX
6$27,090$2,164.11$17,308$328.15+$9.8KJFRNX
7$31,338$2,352.00$18,871$334.49+$12.5KJFRNX
8$36,075$2,542.85$20,551$340.53+$15.5KJFRNX
9$41,336$2,735.68$22,357$346.27+$19.0KJFRNX
10$47,159$2,929.57$24,296$351.71+$22.9KJFRNX

JFRNX vs HDV: Complete Analysis 2026

JFRNXStock

The investment seeks long-term growth of capital. The fund pursues its investment objective by normally investing primarily in a core group of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities, which may include investments in emerging markets. It is non-diversified.

Full JFRNX 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.