Is AADEX or HDV a better dividend investment in 2026?

AADEX currently yields 11.99% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: AADEX offers higher current income.

What is the dividend yield difference between AADEX and HDV?

AADEX has a forward dividend yield of 11.99% ($3.23/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 9.07 percentage points.

Home › Compare › AADEX vs HDV

AADEX vs HDV: Dividend Comparison 2026

AADEX yields 11.99% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 AADEX wins by $19.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AADEX

● Live price

11.99%

Share price

$26.91

Annual div

$3.23

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.1K

Annual income

$2,535.58

Full AADEX 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 — AADEX vs HDV

📍 AADEX 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	AADEX	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, AADEX + 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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AADEX 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.

AADEX

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

$1,019.56/yr

After 10yr DRIP, annual income (after tax)

$2,155.24/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, AADEX beats the other by $1,856.29/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 AADEX + HDV for your $10,000?

AADEX: 50%HDV: 50%

100% HDV50/50100% AADEX

Portfolio after 10yr

$34.2K

Annual income

$1,443.65/yr

Blended yield

4.22%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AADEX buys

HDV buys

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

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

MetricAADEXHDV

Forward yield	11.99% ✓	2.92%
Annual dividend / share	$3.23	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$44.1K ✓	$24.3K
Annual income after 10y	$2,535.58 ✓	$351.71
Total dividends collected	$18.5K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	AADEX Portfolio	AADEX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,899	$1,199.48	$11,002	$291.67	+$897.00 → AADEX
2	$14,066	$1,333.94	$12,082	$299.61	+$2.0K → AADEX
3	$16,525	$1,473.70	$13,247	$307.23	+$3.3K → AADEX
4	$19,299	$1,617.99	$14,503	$314.52	+$4.8K → AADEX
5	$22,416	$1,766.05	$15,854	$321.50	+$6.6K → AADEX
6	$25,903	$1,917.08	$17,308	$328.15	+$8.6K → AADEX
7	$29,786	$2,070.31	$18,871	$334.49	+$10.9K → AADEX
8	$34,096	$2,224.96	$20,551	$340.53	+$13.5K → AADEX
9	$38,863	$2,380.28	$22,357	$346.27	+$16.5K → AADEX
10	$44,119	$2,535.58	$24,296	$351.71	+$19.8K → AADEX

AADEX vs HDV: Complete Analysis 2026

AADEX — Stock

Under normal circumstances, at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) are invested in equity securities of large market capitalization U.S. companies. These companies have market capitalizations within the market capitalization range of the companies in the Russell 1000® Index at the time of investment.

Full AADEX 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.