HomeCompareAPWEX vs HDV

APWEX vs HDV: Dividend Comparison 2026

APWEX yields 0.35% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $4.1K in total portfolio value
10 years
APWEX
APWEX
● Live price
0.35%
Share price
$22.36
Annual div
$0.08
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.2K
Annual income
$35.61
Full APWEX 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 — APWEX vs HDV

📍 HDV 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 PeriodAPWEXHDV
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, APWEX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

APWEX
Annual income on $10K today (after 15% tax)
$29.59/yr
After 10yr DRIP, annual income (after tax)
$30.27/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, HDV beats the other by $269.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APWEX: 50%HDV: 50%
100% HDV50/50100% APWEX
Portfolio after 10yr
$22.2K
Annual income
$194.17/yr
Blended yield
0.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APWEX buys
0
HDV buys
0
No recent congressional trades found for APWEX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPWEXHDV
Forward yield0.35%2.92%
Annual dividend / share$0.08$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.2K$24.3K
Annual income after 10y$35.61$352.73
Total dividends collected$352.00$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAPWEX PortfolioAPWEX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,735$34.82$11,002$292.38$267.00HDV
2$11,521$34.93$12,084$300.36$563.00HDV
3$12,363$35.03$13,250$308.02$887.00HDV
4$13,263$35.13$14,506$315.35$1.2KHDV
5$14,227$35.23$15,858$322.35$1.6KHDV
6$15,258$35.32$17,313$329.04$2.1KHDV
7$16,362$35.40$18,878$335.42$2.5KHDV
8$17,542$35.47$20,560$341.49$3.0KHDV
9$18,806$35.55$22,367$347.25$3.6KHDV
10$20,158$35.61$24,307$352.73$4.1KHDV

APWEX vs HDV: Complete Analysis 2026

APWEXStock

The fund invests at least 80% of its net assets in a wide range of energy-related financial instruments issued in the U.S. and markets around the world. Investments typically include a combination of common stock, bonds, exchange traded funds ("ETFs") and exchange traded notes ("ETNs") but may also include other asset types that are related to energy industry activities. It will invest at least 40%, but may invest up to 100%, of its net assets in the securities of issuers organized or having their principal place of business outside the U.S. or doing a substantial amount of business outside the U.S.

Full APWEX 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 →
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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.