HomeCompareJUNW vs HDV

JUNW vs HDV: Dividend Comparison 2026

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

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After 10 years · $10,000 invested · DRIP enabled
🏆 JUNW wins by $5.5K in total portfolio value
10 years
JUNW
JUNW
● Live price
6.07%
Share price
$32.95
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.9K
Annual income
$893.80
Full JUNW 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 — JUNW vs HDV

📍 JUNW 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 PeriodJUNWHDV
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, JUNW + HDV cover 0 of 12 monthsgood coverage

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

JUNW
Annual income on $10K today (after 15% tax)
$516.01/yr
After 10yr DRIP, annual income (after tax)
$759.73/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, JUNW beats the other by $459.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JUNW: 50%HDV: 50%
100% HDV50/50100% JUNW
Portfolio after 10yr
$27.1K
Annual income
$623.26/yr
Blended yield
2.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JUNW buys
0
HDV buys
0
No recent congressional trades found for JUNW or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJUNWHDV
Forward yield6.07%2.92%
Annual dividend / share$2.00$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$893.80$352.73
Total dividends collected$7.5K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJUNW PortfolioJUNW Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,307$607.07$11,002$292.38+$305.00JUNW
2$12,740$641.52$12,084$300.36+$656.00JUNW
3$14,307$675.53$13,250$308.02+$1.1KJUNW
4$16,018$709.01$14,506$315.35+$1.5KJUNW
5$17,881$741.84$15,858$322.35+$2.0KJUNW
6$19,907$773.95$17,313$329.04+$2.6KJUNW
7$22,105$805.26$18,878$335.42+$3.2KJUNW
8$24,488$835.70$20,560$341.49+$3.9KJUNW
9$27,068$865.23$22,367$347.25+$4.7KJUNW
10$29,856$893.80$24,307$352.73+$5.5KJUNW

JUNW vs HDV: Complete Analysis 2026

JUNWStock

The fund seeks to match, at the end of the outcome period, the share price returns of the SPDR S&P 500 ETF Trust (the underlying ETF), up to a specified upside cap, while providing a buffer against the first 20% of underlying ETF losses. The cap and the buffer will be reduced after taking into account management fees and other fund fees and expenses.

Full JUNW 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.