HomeCompareJMOAX vs HDV

JMOAX vs HDV: Dividend Comparison 2026

JMOAX yields 6.00% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMOAX wins by $5.4K in total portfolio value
10 years
JMOAX
JMOAX
● Live price
6.00%
Share price
$12.78
Annual div
$0.77
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.7K
Annual income
$878.89
Full JMOAX 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 — JMOAX vs HDV

📍 JMOAX 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 PeriodJMOAXHDV
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, JMOAX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JMOAX
Annual income on $10K today (after 15% tax)
$509.74/yr
After 10yr DRIP, annual income (after tax)
$747.06/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, JMOAX beats the other by $448.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMOAX: 50%HDV: 50%
100% HDV50/50100% JMOAX
Portfolio after 10yr
$27.0K
Annual income
$615.30/yr
Blended yield
2.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMOAX buys
0
HDV buys
0
No recent congressional trades found for JMOAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMOAXHDV
Forward yield6.00%2.92%
Annual dividend / share$0.77$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.7K$24.3K
Annual income after 10y$878.89$351.71
Total dividends collected$7.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJMOAX PortfolioJMOAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,300$599.69$11,002$291.67+$298.00JMOAX
2$12,724$633.31$12,082$299.61+$642.00JMOAX
3$14,281$666.48$13,247$307.23+$1.0KJMOAX
4$15,980$699.10$14,503$314.52+$1.5KJMOAX
5$17,830$731.09$15,854$321.50+$2.0KJMOAX
6$19,840$762.35$17,308$328.15+$2.5KJMOAX
7$22,022$792.81$18,871$334.49+$3.2KJMOAX
8$24,386$822.42$20,551$340.53+$3.8KJMOAX
9$26,944$851.12$22,357$346.27+$4.6KJMOAX
10$29,709$878.89$24,296$351.71+$5.4KJMOAX

JMOAX vs HDV: Complete Analysis 2026

JMOAXStock

The fund invests in other Janus Henderson mutual funds and ETFs that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. It will have approximately 40% to 65% of its net assets allocated to non-U.S. investments. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund’s investments that normally provides exposure to equity investments, fixed-income securities, money market instruments and, if available, alternative investments.

Full JMOAX 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.