Is JPDEX or HDV a better dividend investment in 2026?

JPDEX currently yields 4.81% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JPDEX offers higher current income.

What is the dividend yield difference between JPDEX and HDV?

JPDEX has a forward dividend yield of 4.81% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.89 percentage points.

Home › Compare › JPDEX vs HDV

JPDEX vs HDV: Dividend Comparison 2026

JPDEX yields 4.81% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JPDEX wins by $3.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JPDEX

● Live price

4.81%

Share price

$41.61

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$27.4K

Annual income

$653.82

Full JPDEX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — JPDEX vs HDV

📍 JPDEX 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	JPDEX	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, JPDEX + 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

—

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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JPDEX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JPDEX

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

$408.56/yr

After 10yr DRIP, annual income (after tax)

$555.75/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, JPDEX beats the other by $255.93/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 JPDEX + HDV for your $10,000?

JPDEX: 50%HDV: 50%

100% HDV50/50100% JPDEX

Portfolio after 10yr

$25.9K

Annual income

$503.27/yr

Blended yield

1.95%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPDEX buys

HDV buys

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

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

MetricJPDEXHDV

Forward yield	4.81% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$27.4K ✓	$24.3K
Annual income after 10y	$653.82 ✓	$352.73
Total dividends collected	$5.7K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JPDEX Portfolio	JPDEX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,181	$480.65	$11,002	$292.38	+$179.00 → JPDEX
2	$12,466	$502.25	$12,084	$300.36	+$382.00 → JPDEX
3	$13,861	$523.33	$13,250	$308.02	+$611.00 → JPDEX
4	$15,376	$543.86	$14,506	$315.35	+$870.00 → JPDEX
5	$17,016	$563.81	$15,858	$322.35	+$1.2K → JPDEX
6	$18,790	$583.13	$17,313	$329.04	+$1.5K → JPDEX
7	$20,707	$601.80	$18,878	$335.42	+$1.8K → JPDEX
8	$22,776	$619.82	$20,560	$341.49	+$2.2K → JPDEX
9	$25,008	$637.16	$22,367	$347.25	+$2.6K → JPDEX
10	$27,412	$653.82	$24,307	$352.73	+$3.1K → JPDEX

JPDEX vs HDV: Complete Analysis 2026

JPDEX — Stock

The fund invests at least 80% of its assets in equity securities. It primarily invests in common stocks of large and medium capitalization U.S. companies, but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts. The Advisor focuses on those equity securities that the Advisor considers attractively valued and seeks to outperform the Benchmark through superior stock selection.

Full JPDEX 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.