HomeCompareJMOCX vs HDV

JMOCX vs HDV: Dividend Comparison 2026

JMOCX yields 5.55% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMOCX wins by $4.5K in total portfolio value
10 years
JMOCX
JMOCX
● Live price
5.55%
Share price
$12.80
Annual div
$0.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.8K
Annual income
$791.12
Full JMOCX 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 — JMOCX vs HDV

📍 JMOCX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodJMOCXHDV
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%.
📅

Dividend Calendar Overlap

Combined, JMOCX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JMOCX
Annual income on $10K today (after 15% tax)
$471.81/yr
After 10yr DRIP, annual income (after tax)
$672.45/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, JMOCX beats the other by $373.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMOCX: 50%HDV: 50%
100% HDV50/50100% JMOCX
Portfolio after 10yr
$26.6K
Annual income
$571.42/yr
Blended yield
2.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMOCX buys
0
HDV buys
0
No recent congressional trades found for JMOCX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMOCXHDV
Forward yield5.55%2.92%
Annual dividend / share$0.71$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.8K$24.3K
Annual income after 10y$791.12$351.71
Total dividends collected$6.8K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJMOCX PortfolioJMOCX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,255$555.07$11,002$291.67+$253.00JMOCX
2$12,627$583.86$12,082$299.61+$545.00JMOCX
3$14,123$612.17$13,247$307.23+$876.00JMOCX
4$15,751$639.91$14,503$314.52+$1.2KJMOCX
5$17,521$667.01$15,854$321.50+$1.7KJMOCX
6$19,441$693.40$17,308$328.15+$2.1KJMOCX
7$21,521$719.05$18,871$334.49+$2.6KJMOCX
8$23,771$743.91$20,551$340.53+$3.2KJMOCX
9$26,203$767.94$22,357$346.27+$3.8KJMOCX
10$28,828$791.12$24,296$351.71+$4.5KJMOCX

JMOCX vs HDV: Complete Analysis 2026

JMOCXStock

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 JMOCX 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 →
📬

Get this JMOCX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JMOCX vs SCHDJMOCX vs JEPIJMOCX vs OJMOCX vs KOJMOCX vs MAINJMOCX vs VYMJMOCX vs DVYJMOCX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.