HomeCompareJPIEX vs HDV

JPIEX vs HDV: Dividend Comparison 2026

JPIEX yields 7.39% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JPIEX wins by $8.3K in total portfolio value
10 years
JPIEX
JPIEX
● Live price
7.39%
Share price
$27.07
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.6K
Annual income
$1,180.44
Full JPIEX 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 — JPIEX vs HDV

📍 JPIEX 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 PeriodJPIEXHDV
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, JPIEX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JPIEX
Annual income on $10K today (after 15% tax)
$628.00/yr
After 10yr DRIP, annual income (after tax)
$1,003.37/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, JPIEX beats the other by $704.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JPIEX: 50%HDV: 50%
100% HDV50/50100% JPIEX
Portfolio after 10yr
$28.5K
Annual income
$766.08/yr
Blended yield
2.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPIEX buys
0
HDV buys
0
No recent congressional trades found for JPIEX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPIEXHDV
Forward yield7.39%2.92%
Annual dividend / share$2.00$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.6K$24.3K
Annual income after 10y$1,180.44$351.71
Total dividends collected$9.6K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJPIEX PortfolioJPIEX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,439$738.83$11,002$291.67+$437.00JPIEX
2$13,029$789.84$12,082$299.61+$947.00JPIEX
3$14,782$840.81$13,247$307.23+$1.5KJPIEX
4$16,709$891.52$14,503$314.52+$2.2KJPIEX
5$18,820$941.77$15,854$321.50+$3.0KJPIEX
6$21,129$991.38$17,308$328.15+$3.8KJPIEX
7$23,648$1,040.19$18,871$334.49+$4.8KJPIEX
8$26,391$1,088.05$20,551$340.53+$5.8KJPIEX
9$29,373$1,134.83$22,357$346.27+$7.0KJPIEX
10$32,610$1,180.44$24,296$351.71+$8.3KJPIEX

JPIEX vs HDV: Complete Analysis 2026

JPIEXStock

The investment seeks to provide a consistently high total return from a broadly diversified portfolio of equity securities with risk characteristics similar to the Standard and Poor's 500 Composite Stock Price Index (S&P 500 Index). The fund invests at least 80% of its net assets plus the amount of borrowings for investment purposes. It primarily invests in the common stocks of U.S. companies in the S&P 500 Index (which includes both large cap and mid cap companies). The fund may also invest in securities not included within the S&P 500 Index.

Full JPIEX 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 JPIEX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JPIEX vs SCHDJPIEX vs JEPIJPIEX vs OJPIEX vs KOJPIEX vs MAINJPIEX vs VYMJPIEX vs DVYJPIEX 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.