Is JSOAX or HDV a better dividend investment in 2026?

JSOAX currently yields 3.78% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JSOAX offers higher current income.

What is the dividend yield difference between JSOAX and HDV?

JSOAX has a forward dividend yield of 3.78% ($0.43/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.86 percentage points.

Home › Compare › JSOAX vs HDV

JSOAX vs HDV: Dividend Comparison 2026

JSOAX yields 3.78% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JSOAX wins by $1.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JSOAX

● Live price

3.78%

Share price

$11.37

Annual div

$0.43

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.6K

Annual income

$481.75

Full JSOAX 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 — JSOAX vs HDV

📍 JSOAX 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	JSOAX	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, JSOAX + 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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JSOAX 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.

JSOAX

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

$321.21/yr

After 10yr DRIP, annual income (after tax)

$409.49/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, JSOAX beats the other by $110.53/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 JSOAX + HDV for your $10,000?

JSOAX: 50%HDV: 50%

100% HDV50/50100% JSOAX

Portfolio after 10yr

$24.9K

Annual income

$416.74/yr

Blended yield

1.67%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSOAX buys

HDV buys

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

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

MetricJSOAXHDV

Forward yield	3.78% ✓	2.92%
Annual dividend / share	$0.43	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$25.6K ✓	$24.3K
Annual income after 10y	$481.75 ✓	$351.71
Total dividends collected	$4.3K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JSOAX Portfolio	JSOAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,078	$377.90	$11,002	$291.67	+$76.00 → JSOAX
2	$12,245	$391.24	$12,082	$299.61	+$163.00 → JSOAX
3	$13,506	$404.16	$13,247	$307.23	+$259.00 → JSOAX
4	$14,868	$416.63	$14,503	$314.52	+$365.00 → JSOAX
5	$16,337	$428.64	$15,854	$321.50	+$483.00 → JSOAX
6	$17,921	$440.19	$17,308	$328.15	+$613.00 → JSOAX
7	$19,627	$451.27	$18,871	$334.49	+$756.00 → JSOAX
8	$21,463	$461.89	$20,551	$340.53	+$912.00 → JSOAX
9	$23,437	$472.05	$22,357	$346.27	+$1.1K → JSOAX
10	$25,559	$481.75	$24,296	$351.71	+$1.3K → JSOAX

JSOAX vs HDV: Complete Analysis 2026

JSOAX — Stock

The investment seeks to provide high total return. The fund has an absolute return orientation which means that it is not managed relative to an index. It has flexibility to allocate its assets among a broad range of fixed income securities and derivatives as well as in a single or limited number of strategies/sectors including cash, money market instruments and short-term investments. The fund may invest up to 100% of its total assets in securities that are rated below investment grade or the unrated equivalent.

Full JSOAX 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.