Is JVARX or HDV a better dividend investment in 2026?

JVARX currently yields 13.16% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JVARX offers higher current income.

What is the dividend yield difference between JVARX and HDV?

JVARX has a forward dividend yield of 13.16% ($4.69/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 10.24 percentage points.

Home › Compare › JVARX vs HDV

JVARX vs HDV: Dividend Comparison 2026

JVARX yields 13.16% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JVARX wins by $23.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JVARX

● Live price

13.16%

Share price

$35.65

Annual div

$4.69

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$47.5K

Annual income

$2,981.16

Full JVARX 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 — JVARX vs HDV

📍 JVARX 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	JVARX	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, JVARX + 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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JVARX 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.

JVARX

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

$1,118.45/yr

After 10yr DRIP, annual income (after tax)

$2,533.99/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, JVARX beats the other by $2,234.17/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 JVARX + HDV for your $10,000?

JVARX: 50%HDV: 50%

100% HDV50/50100% JVARX

Portfolio after 10yr

$35.9K

Annual income

$1,666.94/yr

Blended yield

4.64%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JVARX buys

HDV buys

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

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

MetricJVARXHDV

Forward yield	13.16% ✓	2.92%
Annual dividend / share	$4.69 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$47.5K ✓	$24.3K
Annual income after 10y	$2,981.16 ✓	$352.73
Total dividends collected	$21.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JVARX Portfolio	JVARX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,016	$1,315.82	$11,002	$292.38	+$1.0K → JVARX
2	$14,335	$1,477.64	$12,084	$300.36	+$2.3K → JVARX
3	$16,985	$1,647.46	$13,250	$308.02	+$3.7K → JVARX
4	$19,999	$1,824.41	$14,506	$315.35	+$5.5K → JVARX
5	$23,406	$2,007.55	$15,858	$322.35	+$7.5K → JVARX
6	$27,241	$2,195.90	$17,313	$329.04	+$9.9K → JVARX
7	$31,536	$2,388.43	$18,878	$335.42	+$12.7K → JVARX
8	$36,328	$2,584.14	$20,560	$341.49	+$15.8K → JVARX
9	$41,653	$2,782.04	$22,367	$347.25	+$19.3K → JVARX
10	$47,549	$2,981.16	$24,307	$352.73	+$23.2K → JVARX

JVARX vs HDV: Complete Analysis 2026

JVARX — Stock

The investment seeks to provide long-term total return from a combination of income and capital gains. The fund will invest primarily in equity securities across all market capitalizations. Equity securities in which the fund primarily invests include common stocks and real estate investment trusts (REITs). It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large-capitalization companies.

Full JVARX 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.