Is ADKSX or HDV a better dividend investment in 2026?

ADKSX currently yields 8.20% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: ADKSX offers higher current income.

What is the dividend yield difference between ADKSX and HDV?

ADKSX has a forward dividend yield of 8.20% ($2.71/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 5.28 percentage points.

Home › Compare › ADKSX vs HDV

ADKSX vs HDV: Dividend Comparison 2026

ADKSX yields 8.20% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 ADKSX wins by $10.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

ADKSX

● Live price

8.20%

Share price

$33.02

Annual div

$2.71

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$34.4K

Annual income

$1,376.91

Full ADKSX 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 — ADKSX vs HDV

📍 ADKSX 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	ADKSX	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, ADKSX + 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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ADKSX 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.

ADKSX

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

$696.87/yr

After 10yr DRIP, annual income (after tax)

$1,170.37/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, ADKSX beats the other by $871.42/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 ADKSX + HDV for your $10,000?

ADKSX: 50%HDV: 50%

100% HDV50/50100% ADKSX

Portfolio after 10yr

$29.4K

Annual income

$864.32/yr

Blended yield

2.94%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ADKSX buys

HDV buys

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

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

MetricADKSXHDV

Forward yield	8.20% ✓	2.92%
Annual dividend / share	$2.71	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$34.4K ✓	$24.3K
Annual income after 10y	$1,376.91 ✓	$351.71
Total dividends collected	$11.0K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	ADKSX Portfolio	ADKSX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,520	$819.85	$11,002	$291.67	+$518.00 → ADKSX
2	$13,209	$882.67	$12,082	$299.61	+$1.1K → ADKSX
3	$15,079	$945.88	$13,247	$307.23	+$1.8K → ADKSX
4	$17,144	$1,009.18	$14,503	$314.52	+$2.6K → ADKSX
5	$19,417	$1,072.30	$15,854	$321.50	+$3.6K → ADKSX
6	$21,911	$1,134.98	$17,308	$328.15	+$4.6K → ADKSX
7	$24,641	$1,196.98	$18,871	$334.49	+$5.8K → ADKSX
8	$27,624	$1,258.10	$20,551	$340.53	+$7.1K → ADKSX
9	$30,876	$1,318.13	$22,357	$346.27	+$8.5K → ADKSX
10	$34,414	$1,376.91	$24,296	$351.71	+$10.1K → ADKSX

ADKSX vs HDV: Complete Analysis 2026

ADKSX — Stock

The fund seeks to achieve its objective by investing in a diversified portfolio of undervalued common stocks of small capitalization companies as determined by the fund's investment advisor. Small capitalization companies are defined by the investment advisor as issuers that, have a market capitalization that is within or below the range of companies in the Russell 2000 Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in common stocks of small capitalization companies. The fund may invest up to 15% of its total assets in sponsored ADRs issued by foreign companies.

Full ADKSX 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.