Is JMUSX or HDV a better dividend investment in 2026?

JMUSX currently yields 5.66% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JMUSX offers higher current income.

What is the dividend yield difference between JMUSX and HDV?

JMUSX has a forward dividend yield of 5.66% ($0.49/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 2.74 percentage points.

Home › Compare › JMUSX vs HDV

JMUSX vs HDV: Dividend Comparison 2026

JMUSX yields 5.66% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JMUSX wins by $4.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JMUSX

● Live price

5.66%

Share price

$8.63

Annual div

$0.49

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.0K

Annual income

$812.62

Full JMUSX 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 — JMUSX vs HDV

📍 JMUSX 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	JMUSX	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, JMUSX + 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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JMUSX 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.

JMUSX

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

$481.27/yr

After 10yr DRIP, annual income (after tax)

$690.73/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, JMUSX beats the other by $391.77/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 JMUSX + HDV for your $10,000?

JMUSX: 50%HDV: 50%

100% HDV50/50100% JMUSX

Portfolio after 10yr

$26.7K

Annual income

$582.17/yr

Blended yield

2.18%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMUSX buys

HDV buys

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

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

MetricJMUSXHDV

Forward yield	5.66% ✓	2.92%
Annual dividend / share	$0.49	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$29.0K ✓	$24.3K
Annual income after 10y	$812.62 ✓	$351.71
Total dividends collected	$6.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JMUSX Portfolio	JMUSX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,266	$566.20	$11,002	$291.67	+$264.00 → JMUSX
2	$12,651	$596.16	$12,082	$299.61	+$569.00 → JMUSX
3	$14,162	$625.64	$13,247	$307.23	+$915.00 → JMUSX
4	$15,808	$654.56	$14,503	$314.52	+$1.3K → JMUSX
5	$17,598	$682.83	$15,854	$321.50	+$1.7K → JMUSX
6	$19,540	$710.40	$17,308	$328.15	+$2.2K → JMUSX
7	$21,645	$737.20	$18,871	$334.49	+$2.8K → JMUSX
8	$23,923	$763.19	$20,551	$340.53	+$3.4K → JMUSX
9	$26,386	$788.34	$22,357	$346.27	+$4.0K → JMUSX
10	$29,046	$812.62	$24,296	$351.71	+$4.8K → JMUSX

JMUSX vs HDV: Complete Analysis 2026

JMUSX — Stock

The fund pursues its investment objective by primarily investing, under normal circumstances, in a multi-sector portfolio of U.S. and non-U.S. debt securities of varying maturities that the portfolio managers believe have high income potential. Its investments in below investment grade securities are limited to 65% of its net assets, but under unusual circumstances, such as when new issue allocations are higher than expected, this limit may be exceeded on a temporary basis.

Full JMUSX 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.