Is JLGAX or HDV a better dividend investment in 2026?

JLGAX currently yields 35.29% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JLGAX offers higher current income.

What is the dividend yield difference between JLGAX and HDV?

JLGAX has a forward dividend yield of 35.29% ($5.45/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 32.37 percentage points.

Home › Compare › JLGAX vs HDV

JLGAX vs HDV: Dividend Comparison 2026

JLGAX yields 35.29% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JLGAX wins by $154.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JLGAX

● Live price

35.29%

Share price

$15.43

Annual div

$5.45

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$178.8K

Annual income

$27,198.33

Full JLGAX 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 — JLGAX vs HDV

📍 JLGAX 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	JLGAX	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, JLGAX + 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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JLGAX 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.

JLGAX

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

$2,999.84/yr

After 10yr DRIP, annual income (after tax)

$23,118.58/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, JLGAX beats the other by $22,819.63/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 JLGAX + HDV for your $10,000?

JLGAX: 50%HDV: 50%

100% HDV50/50100% JLGAX

Portfolio after 10yr

$101.5K

Annual income

$13,775.02/yr

Blended yield

13.57%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JLGAX buys

HDV buys

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

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

MetricJLGAXHDV

Forward yield	35.29% ✓	2.92%
Annual dividend / share	$5.45 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$178.8K ✓	$24.3K
Annual income after 10y	$27,198.33 ✓	$351.71
Total dividends collected	$129.3K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JLGAX Portfolio	JLGAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$14,229	$3,529.23	$11,002	$291.67	+$3.2K → JLGAX
2	$19,919	$4,693.29	$12,082	$299.61	+$7.8K → JLGAX
3	$27,453	$6,140.03	$13,247	$307.23	+$14.2K → JLGAX
4	$37,284	$7,908.91	$14,503	$314.52	+$22.8K → JLGAX
5	$49,932	$10,038.33	$15,854	$321.50	+$34.1K → JLGAX
6	$65,991	$12,564.26	$17,308	$328.15	+$48.7K → JLGAX
7	$86,130	$15,518.97	$18,871	$334.49	+$67.3K → JLGAX
8	$111,088	$18,929.77	$20,551	$340.53	+$90.5K → JLGAX
9	$141,683	$22,818.03	$22,357	$346.27	+$119.3K → JLGAX
10	$178,799	$27,198.33	$24,296	$351.71	+$154.5K → JLGAX

JLGAX vs HDV: Complete Analysis 2026

JLGAX — Stock

The fund invests primarily in common stocks of U.S. companies that the fund's advisor believes have strong earnings and revenue growth potential. It invests at least 80% of its net assets plus any borrowings for investment purposes in large cap stocks defined as stocks of companies with market capitalizations of at least $8 billion.

Full JLGAX 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.