Is JUMSF or HDV a better dividend investment in 2026?

JUMSF currently yields 4.17% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JUMSF offers higher current income.

What is the dividend yield difference between JUMSF and HDV?

JUMSF has a forward dividend yield of 4.17% ($1.15/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 1.25 percentage points.

Home › Compare › JUMSF vs HDV

JUMSF vs HDV: Dividend Comparison 2026

JUMSF yields 4.17% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JUMSF wins by $2255.85M in total portfolio value

INVESTMENT

TIME HORIZON10 years

JUMSF

● Live price

4.17%

Share price

$27.50

Annual div

$1.15

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$2255.88M

Annual income

$2,156,507,022.97

Full JUMSF 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 — JUMSF vs HDV

📍 JUMSF 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	JUMSF	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, JUMSF + 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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JUMSF 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.

JUMSF

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

$354.36/yr

After 10yr DRIP, annual income (after tax)

$1,833,030,969.52/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, JUMSF beats the other by $1,833,030,669.70/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 JUMSF + HDV for your $10,000?

JUMSF: 50%HDV: 50%

100% HDV50/50100% JUMSF

Portfolio after 10yr

$1127.95M

Annual income

$1,078,253,687.84/yr

Blended yield

95.59%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JUMSF buys

HDV buys

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

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

MetricJUMSFHDV

Forward yield	4.17% ✓	2.92%
Annual dividend / share	$1.15	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0%
Portfolio after 10y	$2255.88M ✓	$24.3K
Annual income after 10y	$2,156,507,022.97 ✓	$352.73
Total dividends collected	$2248.80M ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JUMSF Portfolio	JUMSF Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,534	$833.79	$11,002	$292.38	+$532.00 → JUMSF
2	$14,139	$1,797.52	$12,084	$300.36	+$2.1K → JUMSF
3	$19,247	$4,118.67	$13,250	$308.02	+$6.0K → JUMSF
4	$31,074	$10,479.95	$14,506	$315.35	+$16.6K → JUMSF
5	$64,875	$31,625.87	$15,858	$322.35	+$49.0K → JUMSF
6	$192,831	$123,414.78	$17,313	$329.04	+$175.5K → JUMSF
7	$891,994	$685,663.99	$18,878	$335.42	+$873.1K → JUMSF
8	$6,882,888	$5,928,454.41	$20,560	$341.49	+$6.86M → JUMSF
9	$92,870,697	$85,506,007.59	$22,367	$347.25	+$92.85M → JUMSF
10	$2,255,878,669	$2,156,507,022.97	$24,307	$352.73	+$2255.85M → JUMSF

JUMSF vs HDV: Complete Analysis 2026

JUMSF — Stock

Jumbo S.A. engages in the retail sale of toys, baby products, gift articles, household products, stationery, seasonal and decoration items, books, and related products. As of April 12, 2022, the company operated 82 stores, including 53 stores in Greece, 5 stores in Cyprus, 9 stores in Bulgaria, and 15 stores in Romania. It also operates e-jumbo, an online store. In addition, the company is involved in the wholesale of toys and related products to third parties. Jumbo S.A. was incorporated in 1986 and is headquartered in Athens, Greece.

Full JUMSF 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.