Is JHNBX or HDV a better dividend investment in 2026?

JHNBX currently yields 3.95% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JHNBX offers higher current income.

What is the dividend yield difference between JHNBX and HDV?

JHNBX has a forward dividend yield of 3.95% ($0.53/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.03 percentage points.

Home › Compare › JHNBX vs HDV

JHNBX vs HDV: Dividend Comparison 2026

JHNBX yields 3.95% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 HDV wins by $3.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JHNBX

● Live price

3.95%

Share price

$13.51

Annual div

$0.53

5Y div CAGR

-50%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$20.4K

Annual income

$0.40

Full JHNBX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — JHNBX vs HDV

📍 HDV 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 Period	JHNBX	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%.

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Dividend Calendar Overlap

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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JHNBX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JHNBX

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

$336.17/yr

After 10yr DRIP, annual income (after tax)

$0.34/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, HDV beats the other by $298.61/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

JHNBX: 50%HDV: 50%

100% HDV50/50100% JHNBX

Portfolio after 10yr

$22.3K

Annual income

$176.06/yr

Blended yield

0.79%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JHNBX buys

HDV buys

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

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

MetricJHNBXHDV

Forward yield	3.95% ✓	2.92%
Annual dividend / share	$0.53	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	-50%	0% ✓
Portfolio after 10y	$20.4K	$24.3K ✓
Annual income after 10y	$0.40	$351.71 ✓
Total dividends collected	$400.00 ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JHNBX Portfolio	JHNBX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$10,898	$197.75	$11,002	$291.67	$104.00 → HDV
2	$11,761	$100.70	$12,082	$299.61	$321.00 → HDV
3	$12,635	$50.79	$13,247	$307.23	$612.00 → HDV
4	$13,545	$25.50	$14,503	$314.52	$958.00 → HDV
5	$14,506	$12.77	$15,854	$321.50	$1.3K → HDV
6	$15,528	$6.39	$17,308	$328.15	$1.8K → HDV
7	$16,618	$3.20	$18,871	$334.49	$2.3K → HDV
8	$17,783	$1.60	$20,551	$340.53	$2.8K → HDV
9	$19,029	$0.80	$22,357	$346.27	$3.3K → HDV
10	$20,361	$0.40	$24,296	$351.71	$3.9K → HDV

JHNBX vs HDV: Complete Analysis 2026

JHNBX — Stock

The investment seeks a high level of current income consistent with prudent investment risk. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of bonds. The advisor contemplates that at least 75% of its net assets will be in investment-grade debt securities and cash and cash equivalents. It will not invest more than 10% of its total assets in securities denominated in foreign currencies. Under normal market conditions, the advisor does not anticipate investing more than 25% of its total assets in U.S. dollar-denominated foreign securities (excluding Canadian securities).

Full JHNBX 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.