9.8% dividend yields! 2 passive income shares to consider in an ISA

Kicking around some stock ideas for the new ISA season? Here are two passive income shares Royston Wild thinks investors should consider.

| More on:

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More.

Young black female footballer training on stadium pitch

Image source: Getty Images

The new tax year kicks off next week, and with it a new Stocks and Shares ISA allowance that investors can exploit. Are you building a list of top stocks to buy? Let me reveal two top passive income shares I’m considering buying for my own portfolio in the coming weeks.

NewRiver REIT (LSE:NRR) and iShares World Equity High Income ETF (LSE:WINC) both have excellent records of paying reliable and growing dividends. What’s more, recent stock market volatility has supercharged their forward dividend yields close to 10%.

Here’s why they could be two of the best dividend stocks for ISA investors to consider this April.

Flowing dividends

Like many other property stocks, NewRiver REIT’s shares have dropped as oil prices have soared. If interest rates climb to curb inflation, the company’s borrowing costs will rise and asset values will take a hit, impacting earnings.

I think this drop represents an attractive dip buying opportunity. At 70p, the real estate investment trust (REIT) trades at a whopping discount per share of 105p relative to its net asset value (NAV). It also carries a bulky 9.8% dividend yield for this financial year (to March 2027).

NewRiver has its tenants locked down on long contracts, with a weighted average lease expiry of 8.6 years as of September. This means it can expect stable rental income even if the UK economy struggles, giving it better dividend prospects than many other UK shares.

There’s another advantage to buying NewRiver REIT shares for dividends. In exchange for corporation tax breaks, at least 90% of annual profits must be paid out in dividends. This provides shareholders with an added layer of visibility by limiting management decisions on capital distribution.

Around a quarter of the company’s portfolio comprises retail parks, a fast-growing sector. However, I’m not as taken by the less stable shopping centre assets that make up the remainder. Yet, given that enormous yield and massive discount to NAV, I think NewRiver is worth a close look.

Please note that tax treatment depends on the individual circumstances of each client and may be subject to change in future. The content in this article is provided for information purposes only. It is not intended to be, neither does it constitute, any form of tax advice.

Strength through diversification

Like most shares-based funds, the iShares World Equity High Income ETF has slumped in value in recent weeks. If the Middle East war drags on, it could well continue sinking

Still, I expect this exchange-traded fund (ETF) to recover strongly over time. After all, the long-term direction of global stock markets has always been up. And in the meantime, investors can expect the fund to keep delivering juicy dividends. For 2026, the dividend yield here is also 9.8%.

So what’s its secret? As this name implies, this ETF invests holds shares in high-yield global shares, roughly 470 in total. This spreads out the impact of possible dividend volatility among a handful of stocks, allowing it to still deliver market-beating payouts to shareholders.

But here’s the cool part: with substantial cash holdings and government bonds too, it can deliver a more stable second income than just stocks-based ETFs. Given this extra trick up its sleeve, I think it’s a top passive income share to consider for the new ISA period.

Royston Wild has no position in any of the shares mentioned. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

More on Investing Articles

Santa Clara offices of NVIDIA
Investing Articles

£5,000 invested in Nvidia stock 6 months ago is now worth…

Nvidia stock's taking a breather at the moment. But it could be getting ready for its next move higher, says…

Read more »

British coins and bank notes scattered on a surface
Investing Articles

I hold Lloyds. Is it madness to buy Barclays shares too?

Harvey Jones is keen to buy Barclays shares but wonders whether he's simply doubling down, given that he already holds…

Read more »

Asian man looking concerned while studying paperwork at his desk in an office
Investing Articles

It’s time we all took a long, cold look at the Lloyds share price

The Lloyds share price has been good to Harvey Jones, making him a huge fan of the FTSE 100 bank.…

Read more »

Warren Buffett at a Berkshire Hathaway AGM
Investing Articles

Warren Buffett didn’t retire early. But could his investing wisdom help you do so?

Warren Buffett's wisdom from decades of stock market investing is actionable even for a modest investor who simply aims to…

Read more »

Young female hand showing five fingers.
Investing Articles

5 compelling investment ideas for a Stocks and Shares ISA in 2026

Edward Sheldon discusses some ideas to consider for a Stocks and Shares ISA and highlights a UK stock that could…

Read more »

Man writing 'now' having crossed out 'later', 'tomorrow' and 'next week'
Investing Articles

Is this the best time to buy shares in a long time?

Earlier this week, Bill Ackman stated on X that this is the best time to buy shares in a long…

Read more »

A senior man and his wife holding hands walking up a hill on a footpath looking away from the camera at the view. The fishing village of Polperro is behind them.
Investing Articles

£1,000 buys 35 shares in an incredibly reliable FTSE 100 dividend stock

Despite falling 72% from their highs, shares in this FTSE 100 company have been an incredibly reliable source of dividend…

Read more »

Warren Buffett at a Berkshire Hathaway AGM
Investing Articles

This is what Warren Buffett has to say about passive income — and I’m listening!

While searching for new ways to earn passive income, our writer takes to heart sage advice from the Oracle of…

Read more »