HomeCompareJVIAX vs HDV

JVIAX vs HDV: Dividend Comparison 2026

JVIAX yields 7.51% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JVIAX wins by $8.6K in total portfolio value
10 years
JVIAX
JVIAX
● Live price
7.51%
Share price
$26.64
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.9K
Annual income
$1,208.35
Full JVIAX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — JVIAX vs HDV

📍 JVIAX 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 PeriodJVIAXHDV
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, JVIAX + HDV cover 0 of 12 monthsgood coverage

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

JVIAX
Annual income on $10K today (after 15% tax)
$638.14/yr
After 10yr DRIP, annual income (after tax)
$1,027.10/yr
HDV
Annual income on $10K today (after 15% tax)
$247.92/yr
After 10yr DRIP, annual income (after tax)
$298.95/yr
At 15% tax rate, JVIAX beats the other by $728.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JVIAX: 50%HDV: 50%
100% HDV50/50100% JVIAX
Portfolio after 10yr
$28.6K
Annual income
$780.04/yr
Blended yield
2.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JVIAX buys
0
HDV buys
0
No recent congressional trades found for JVIAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJVIAXHDV
Forward yield7.51%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$32.9K$24.3K
Annual income after 10y$1,208.35$351.71
Total dividends collected$9.8K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJVIAX PortfolioJVIAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,451$750.75$11,002$291.67+$449.00JVIAX
2$13,056$803.43$12,082$299.61+$974.00JVIAX
3$14,826$856.11$13,247$307.23+$1.6KJVIAX
4$16,772$908.58$14,503$314.52+$2.3KJVIAX
5$18,907$960.61$15,854$321.50+$3.1KJVIAX
6$21,242$1,012.03$17,308$328.15+$3.9KJVIAX
7$23,792$1,062.66$18,871$334.49+$4.9KJVIAX
8$26,570$1,112.34$20,551$340.53+$6.0KJVIAX
9$29,591$1,160.95$22,357$346.27+$7.2KJVIAX
10$32,870$1,208.35$24,296$351.71+$8.6KJVIAX

JVIAX vs HDV: Complete Analysis 2026

JVIAXStock

This fund seeks to provide investors with access to high-quality international companies. The securities selected for inclusion in the fund are those that in the opinion of the subadviser are well-managed businesses with consistent operating histories and financial performance that have favorable long-term economic prospects and, in most cases, generate free cash flow. Under normal circumstances, at least 80% of the fund's assets are invested in equity securities or equity-linked instruments of issuers located outside the United States, including issuers in emerging markets countries.

Full JVIAX 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.