HomeCompareJSPMX vs HDV

JSPMX vs HDV: Dividend Comparison 2026

JSPMX yields 6.07% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JSPMX wins by $5.6K in total portfolio value
10 years
JSPMX
JSPMX
● Live price
6.07%
Share price
$12.85
Annual div
$0.78
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.9K
Annual income
$894.01
Full JSPMX 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 — JSPMX vs HDV

📍 JSPMX 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 PeriodJSPMXHDV
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, JSPMX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JSPMX 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.

JSPMX
Annual income on $10K today (after 15% tax)
$516.10/yr
After 10yr DRIP, annual income (after tax)
$759.91/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, JSPMX beats the other by $460.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JSPMX: 50%HDV: 50%
100% HDV50/50100% JSPMX
Portfolio after 10yr
$27.1K
Annual income
$623.37/yr
Blended yield
2.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSPMX buys
0
HDV buys
0
No recent congressional trades found for JSPMX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJSPMXHDV
Forward yield6.07%2.92%
Annual dividend / share$0.78$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.9K$24.3K
Annual income after 10y$894.01$352.73
Total dividends collected$7.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJSPMX PortfolioJSPMX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,307$607.18$11,002$292.38+$305.00JSPMX
2$12,740$641.63$12,084$300.36+$656.00JSPMX
3$14,308$675.66$13,250$308.02+$1.1KJSPMX
4$16,018$709.14$14,506$315.35+$1.5KJSPMX
5$17,882$741.99$15,858$322.35+$2.0KJSPMX
6$19,908$774.11$17,313$329.04+$2.6KJSPMX
7$22,107$805.43$18,878$335.42+$3.2KJSPMX
8$24,490$835.89$20,560$341.49+$3.9KJSPMX
9$27,070$865.43$22,367$347.25+$4.7KJSPMX
10$29,859$894.01$24,307$352.73+$5.6KJSPMX

JSPMX vs HDV: Complete Analysis 2026

JSPMXStock

The fund invests in other Janus Henderson mutual funds that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. It will have approximately 40% to 65% of its net assets allocated to non-U.S. investments. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund’s investments that normally provides exposure to equity investments, fixed-income securities, money market instruments and, if available, alternative investments.

Full JSPMX 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 →
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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.