Is JVTAX or HDV a better dividend investment in 2026?

JVTAX currently yields 6.03% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JVTAX offers higher current income.

What is the dividend yield difference between JVTAX and HDV?

JVTAX has a forward dividend yield of 6.03% ($4.73/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 3.11 percentage points.

Home › Compare › JVTAX vs HDV

JVTAX vs HDV: Dividend Comparison 2026

JVTAX yields 6.03% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 JVTAX wins by $5.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JVTAX

● Live price

6.03%

Share price

$78.49

Annual div

$4.73

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.8K

Annual income

$885.40

Full JVTAX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — JVTAX vs HDV

📍 JVTAX 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	JVTAX	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, JVTAX + 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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JVTAX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JVTAX

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

$512.48/yr

After 10yr DRIP, annual income (after tax)

$752.59/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, JVTAX beats the other by $453.64/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 JVTAX + HDV for your $10,000?

JVTAX: 50%HDV: 50%

100% HDV50/50100% JVTAX

Portfolio after 10yr

$27.0K

Annual income

$618.56/yr

Blended yield

2.29%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JVTAX buys

HDV buys

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

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

MetricJVTAXHDV

Forward yield	6.03% ✓	2.92%
Annual dividend / share	$4.73 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$29.8K ✓	$24.3K
Annual income after 10y	$885.40 ✓	$351.71
Total dividends collected	$7.5K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JVTAX Portfolio	JVTAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,303	$602.92	$11,002	$291.67	+$301.00 → JVTAX
2	$12,731	$636.90	$12,082	$299.61	+$649.00 → JVTAX
3	$14,293	$670.44	$13,247	$307.23	+$1.0K → JVTAX
4	$15,997	$703.43	$14,503	$314.52	+$1.5K → JVTAX
5	$17,852	$735.79	$15,854	$321.50	+$2.0K → JVTAX
6	$19,869	$767.42	$17,308	$328.15	+$2.6K → JVTAX
7	$22,058	$798.25	$18,871	$334.49	+$3.2K → JVTAX
8	$24,431	$828.22	$20,551	$340.53	+$3.9K → JVTAX
9	$26,998	$857.28	$22,357	$346.27	+$4.6K → JVTAX
10	$29,773	$885.40	$24,296	$351.71	+$5.5K → JVTAX

JVTAX vs HDV: Complete Analysis 2026

JVTAX — Stock

The fund pursues its investment objective by investing at least 50% of its equity assets in small-sized companies. It may also invest in larger companies with strong growth potential. Small-sized companies are defined by the portfolio manager as those companies whose market capitalization falls within the range of companies in the Russell 2000® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JVTAX 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.