HomeCompareJSVAX vs HDV

JSVAX vs HDV: Dividend Comparison 2026

JSVAX yields 12.12% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JSVAX wins by $20.2K in total portfolio value
10 years
JSVAX
JSVAX
● Live price
12.12%
Share price
$24.38
Annual div
$2.95
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.5K
Annual income
$2,581.38
Full JSVAX 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 — JSVAX vs HDV

📍 JSVAX 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 PeriodJSVAXHDV
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, JSVAX + HDV cover 0 of 12 monthsgood coverage

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

JSVAX
Annual income on $10K today (after 15% tax)
$1,030.22/yr
After 10yr DRIP, annual income (after tax)
$2,194.17/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, JSVAX beats the other by $1,894.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JSVAX: 50%HDV: 50%
100% HDV50/50100% JSVAX
Portfolio after 10yr
$34.4K
Annual income
$1,467.05/yr
Blended yield
4.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSVAX buys
0
HDV buys
0
No recent congressional trades found for JSVAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJSVAXHDV
Forward yield12.12%2.92%
Annual dividend / share$2.95$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$44.5K$24.3K
Annual income after 10y$2,581.38$352.73
Total dividends collected$18.8K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJSVAX PortfolioJSVAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,912$1,212.02$11,002$292.38+$910.00JSVAX
2$14,095$1,349.31$12,084$300.36+$2.0KJSVAX
3$16,574$1,492.15$13,250$308.02+$3.3KJSVAX
4$19,374$1,639.78$14,506$315.35+$4.9KJSVAX
5$22,522$1,791.40$15,858$322.35+$6.7KJSVAX
6$26,044$1,946.21$17,313$329.04+$8.7KJSVAX
7$29,971$2,103.39$18,878$335.42+$11.1KJSVAX
8$34,331$2,262.15$20,560$341.49+$13.8KJSVAX
9$39,156$2,421.72$22,367$347.25+$16.8KJSVAX
10$44,478$2,581.38$24,307$352.73+$20.2KJSVAX

JSVAX vs HDV: Complete Analysis 2026

JSVAXStock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities with the potential for long-term growth of capital. The manager seeks to invest in companies where the stock price trades at a significant discount to the manager's estimate of fair value and whose intrinsic value the manager believes will grow over time. The fund may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. It may also invest in foreign securities, which may include investments in emerging markets. The fund is non-diversified.

Full JSVAX 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.