Is APHQX or HDV a better dividend investment in 2026?

APHQX currently yields 8.10% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: APHQX offers higher current income.

What is the dividend yield difference between APHQX and HDV?

APHQX has a forward dividend yield of 8.10% ($1.11/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 5.18 percentage points.

Home › Compare › APHQX vs HDV

APHQX vs HDV: Dividend Comparison 2026

APHQX yields 8.10% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 APHQX wins by $9.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

APHQX

● Live price

8.10%

Share price

$13.70

Annual div

$1.11

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$34.2K

Annual income

$1,352.01

Full APHQX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — APHQX vs HDV

📍 APHQX 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	APHQX	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, APHQX + 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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APHQX 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.

APHQX

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

$688.45/yr

After 10yr DRIP, annual income (after tax)

$1,149.21/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, APHQX beats the other by $849.39/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 APHQX + HDV for your $10,000?

APHQX: 50%HDV: 50%

100% HDV50/50100% APHQX

Portfolio after 10yr

$29.2K

Annual income

$852.37/yr

Blended yield

2.91%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APHQX buys

HDV buys

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

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

MetricAPHQXHDV

Forward yield	8.10% ✓	2.92%
Annual dividend / share	$1.11	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$34.2K ✓	$24.3K
Annual income after 10y	$1,352.01 ✓	$352.73
Total dividends collected	$10.8K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	APHQX Portfolio	APHQX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,510	$809.94	$11,002	$292.38	+$508.00 → APHQX
2	$13,187	$871.25	$12,084	$300.36	+$1.1K → APHQX
3	$15,043	$932.89	$13,250	$308.02	+$1.8K → APHQX
4	$17,090	$994.56	$14,506	$315.35	+$2.6K → APHQX
5	$19,343	$1,056.02	$15,858	$322.35	+$3.5K → APHQX
6	$21,814	$1,117.00	$17,313	$329.04	+$4.5K → APHQX
7	$24,518	$1,177.28	$18,878	$335.42	+$5.6K → APHQX
8	$27,471	$1,236.67	$20,560	$341.49	+$6.9K → APHQX
9	$30,689	$1,294.96	$22,367	$347.25	+$8.3K → APHQX
10	$34,189	$1,352.01	$24,307	$352.73	+$9.9K → APHQX

APHQX vs HDV: Complete Analysis 2026

APHQX — Stock

The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies in that index.

Full APHQX 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.