HomeCompareJOEAX vs HDV

JOEAX vs HDV: Dividend Comparison 2026

JOEAX yields 3.85% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JOEAX wins by $1.4K in total portfolio value
10 years
JOEAX
JOEAX
● Live price
3.85%
Share price
$14.55
Annual div
$0.56
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.7K
Annual income
$492.48
Full JOEAX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — JOEAX vs HDV

📍 JOEAX 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 PeriodJOEAXHDV
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, JOEAX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JOEAX
Annual income on $10K today (after 15% tax)
$326.96/yr
After 10yr DRIP, annual income (after tax)
$418.61/yr
HDV
Annual income on $10K today (after 15% tax)
$248.52/yr
After 10yr DRIP, annual income (after tax)
$299.82/yr
At 15% tax rate, JOEAX beats the other by $118.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JOEAX: 50%HDV: 50%
100% HDV50/50100% JOEAX
Portfolio after 10yr
$25.0K
Annual income
$422.60/yr
Blended yield
1.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JOEAX buys
0
HDV buys
0
No recent congressional trades found for JOEAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJOEAXHDV
Forward yield3.85%2.92%
Annual dividend / share$0.56$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.7K$24.3K
Annual income after 10y$492.48$352.73
Total dividends collected$4.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJOEAX PortfolioJOEAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,085$384.66$11,002$292.38+$83.00JOEAX
2$12,259$398.49$12,084$300.36+$175.00JOEAX
3$13,529$411.88$13,250$308.02+$279.00JOEAX
4$14,901$424.81$14,506$315.35+$395.00JOEAX
5$16,381$437.28$15,858$322.35+$523.00JOEAX
6$17,977$449.27$17,313$329.04+$664.00JOEAX
7$19,696$460.78$18,878$335.42+$818.00JOEAX
8$21,547$471.82$20,560$341.49+$987.00JOEAX
9$23,538$482.38$22,367$347.25+$1.2KJOEAX
10$25,678$492.48$24,307$352.73+$1.4KJOEAX

JOEAX vs HDV: Complete Analysis 2026

JOEAXStock

The fund invests, under normal circumstances, at least 80% of its net assets in equity securities of companies located in emerging market countries. It may invest in companies of any size, including small- and mid-capitalization companies. The fund may also invest up to 5% of its assets in frontier markets, which are generally smaller, less liquid and less developed than emerging markets. It obtains exposure to equity securities indirectly through Depositary Receipts and participatory notes.

Full JOEAX 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 JOEAX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JOEAX vs SCHDJOEAX vs JEPIJOEAX vs OJOEAX vs KOJOEAX vs MAINJOEAX vs VYMJOEAX vs DVYJOEAX 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.