Is JULZ or HDV a better dividend investment in 2026?

JULZ currently yields 12.80% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JULZ offers higher current income.

What is the dividend yield difference between JULZ and HDV?

JULZ has a forward dividend yield of 12.80% ($5.04/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 9.88 percentage points.

Home › Compare › JULZ vs HDV

JULZ vs HDV: Dividend Comparison 2026

JULZ yields 12.80% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JULZ wins by $22.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JULZ

● Live price

12.80%

Share price

$39.37

Annual div

$5.04

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$46.5K

Annual income

$2,838.15

Full JULZ 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 — JULZ vs HDV

📍 JULZ 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 Period	JULZ	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%.

📅

Dividend Calendar Overlap

Combined, JULZ + HDV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JULZ pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JULZ

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

$1,087.83/yr

After 10yr DRIP, annual income (after tax)

$2,412.43/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, JULZ beats the other by $2,112.61/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

JULZ: 50%HDV: 50%

100% HDV50/50100% JULZ

Portfolio after 10yr

$35.4K

Annual income

$1,595.44/yr

Blended yield

4.51%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JULZ buys

HDV buys

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

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

MetricJULZHDV

Forward yield	12.80% ✓	2.92%
Annual dividend / share	$5.04 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$46.5K ✓	$24.3K
Annual income after 10y	$2,838.15 ✓	$352.73
Total dividends collected	$20.4K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JULZ Portfolio	JULZ Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,980	$1,279.80	$11,002	$292.38	+$978.00 → JULZ
2	$14,251	$1,432.88	$12,084	$300.36	+$2.2K → JULZ
3	$16,842	$1,593.05	$13,250	$308.02	+$3.6K → JULZ
4	$19,780	$1,759.47	$14,506	$315.35	+$5.3K → JULZ
5	$23,096	$1,931.26	$15,858	$322.35	+$7.2K → JULZ
6	$26,820	$2,107.48	$17,313	$329.04	+$9.5K → JULZ
7	$30,985	$2,287.21	$18,878	$335.42	+$12.1K → JULZ
8	$35,623	$2,469.50	$20,560	$341.49	+$15.1K → JULZ
9	$40,771	$2,653.44	$22,367	$347.25	+$18.4K → JULZ
10	$46,463	$2,838.15	$24,307	$352.73	+$22.2K → JULZ

JULZ vs HDV: Complete Analysis 2026

JULZ — Stock

The fund is an actively-managed ETF that seeks to achieve its investment objective by investing substantially all of its assets in options that reference the S&P 500 Price Index. It will purchase call options and sell put options on the index or an ETF that tracks the index on each Initial Investment Day with an expiration on the next Roll Date. The fund is non-diversified.

Full JULZ 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 →

📬

Get this JULZ vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JULZ vs SCHD JULZ vs JEPI JULZ vs O JULZ vs KO JULZ vs MAIN JULZ vs VYM JULZ vs DVY JULZ 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.