HomeCompareAALTX vs HDV

AALTX vs HDV: Dividend Comparison 2026

AALTX yields 6.16% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AALTX wins by $5.7K in total portfolio value
10 years
AALTX
AALTX
● Live price
6.16%
Share price
$22.23
Annual div
$1.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.0K
Annual income
$911.48
Full AALTX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — AALTX vs HDV

📍 AALTX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAALTXHDV
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%.
📅

Dividend Calendar Overlap

Combined, AALTX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AALTX pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

AALTX
Annual income on $10K today (after 15% tax)
$523.38/yr
After 10yr DRIP, annual income (after tax)
$774.76/yr
HDV
Annual income on $10K today (after 15% tax)
$248.52/yr
After 10yr DRIP, annual income (after tax)
$299.82/yr
At 15% tax rate, AALTX beats the other by $474.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AALTX: 50%HDV: 50%
100% HDV50/50100% AALTX
Portfolio after 10yr
$27.2K
Annual income
$632.10/yr
Blended yield
2.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AALTX buys
0
HDV buys
0
No recent congressional trades found for AALTX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAALTXHDV
Forward yield6.16%2.92%
Annual dividend / share$1.37$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.0K$24.3K
Annual income after 10y$911.48$352.73
Total dividends collected$7.7K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAALTX PortfolioAALTX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,316$615.74$11,002$292.38+$314.00AALTX
2$12,759$651.18$12,084$300.36+$675.00AALTX
3$14,338$686.20$13,250$308.02+$1.1KAALTX
4$16,063$720.69$14,506$315.35+$1.6KAALTX
5$17,942$754.54$15,858$322.35+$2.1KAALTX
6$19,985$787.67$17,313$329.04+$2.7KAALTX
7$22,204$819.99$18,878$335.42+$3.3KAALTX
8$24,610$851.43$20,560$341.49+$4.0KAALTX
9$27,215$881.94$22,367$347.25+$4.8KAALTX
10$30,031$911.48$24,307$352.73+$5.7KAALTX

AALTX vs HDV: Complete Analysis 2026

AALTXStock

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Full AALTX 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 →
📬

Get this AALTX vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AALTX vs SCHDAALTX vs JEPIAALTX vs OAALTX vs KOAALTX vs MAINAALTX vs VYMAALTX vs DVYAALTX vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.