HomeCompareJZRO vs HDV

JZRO vs HDV: Dividend Comparison 2026

JZRO yields 10.11% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JZRO wins by $14.7K in total portfolio value
10 years
JZRO
JZRO
● Live price
10.11%
Share price
$19.79
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.0K
Annual income
$1,907.50
Full JZRO 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 — JZRO vs HDV

📍 JZRO 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 PeriodJZROHDV
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, JZRO + HDV cover 0 of 12 monthsgood coverage

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

JZRO
Annual income on $10K today (after 15% tax)
$859.24/yr
After 10yr DRIP, annual income (after tax)
$1,621.38/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, JZRO beats the other by $1,322.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JZRO: 50%HDV: 50%
100% HDV50/50100% JZRO
Portfolio after 10yr
$31.7K
Annual income
$1,129.61/yr
Blended yield
3.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JZRO buys
0
HDV buys
0
No recent congressional trades found for JZRO or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJZROHDV
Forward yield10.11%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$39.0K$24.3K
Annual income after 10y$1,907.50$351.71
Total dividends collected$14.6K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJZRO PortfolioJZRO Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,711$1,010.87$11,002$291.67+$709.00JZRO
2$13,637$1,106.37$12,082$299.61+$1.6KJZRO
3$15,796$1,204.05$13,247$307.23+$2.5KJZRO
4$18,205$1,303.41$14,503$314.52+$3.7KJZRO
5$20,883$1,403.92$15,854$321.50+$5.0KJZRO
6$23,850$1,505.11$17,308$328.15+$6.5KJZRO
7$27,126$1,606.49$18,871$334.49+$8.3KJZRO
8$30,732$1,707.62$20,551$340.53+$10.2KJZRO
9$34,692$1,808.09$22,357$346.27+$12.3KJZRO
10$39,028$1,907.50$24,296$351.71+$14.7KJZRO

JZRO vs HDV: Complete Analysis 2026

JZROStock

The fund invests, under normal circumstances, at least 80% of its net assets in equity securities of companies whose products, services and activities are considered by the adviser as contributing to or benefiting from the goal of achieving “net zero” carbon emissions through the decarbonization of the global economy, such as carbon reduction, energy transition, sustainable mobility, sustainable industry, and sustainable agriculture. The fund will invest in global companies, primarily in the materials, energy, utility, agricultural, industrial and consumer staple sectors. The fund is non-diversified.

Full JZRO 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.