Is ASCTX or HDV a better dividend investment in 2026?

ASCTX currently yields 14.55% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: ASCTX offers higher current income.

What is the dividend yield difference between ASCTX and HDV?

ASCTX has a forward dividend yield of 14.55% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 11.63 percentage points.

Home › Compare › ASCTX vs HDV

ASCTX vs HDV: Dividend Comparison 2026

ASCTX yields 14.55% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 ASCTX wins by $27.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

ASCTX

● Live price

14.55%

Share price

$13.75

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$52.0K

Annual income

$3,576.85

Full ASCTX 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 — ASCTX vs HDV

📍 ASCTX 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	ASCTX	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, ASCTX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

ASCTX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

ASCTX

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

$1,236.36/yr

After 10yr DRIP, annual income (after tax)

$3,040.32/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, ASCTX beats the other by $2,741.37/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 ASCTX + HDV for your $10,000?

ASCTX: 50%HDV: 50%

100% HDV50/50100% ASCTX

Portfolio after 10yr

$38.1K

Annual income

$1,964.28/yr

Blended yield

5.15%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ASCTX buys

HDV buys

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

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

MetricASCTXHDV

Forward yield	14.55% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$52.0K ✓	$24.3K
Annual income after 10y	$3,576.85 ✓	$351.71
Total dividends collected	$24.7K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	ASCTX Portfolio	ASCTX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,155	$1,454.55	$11,002	$291.67	+$1.2K → ASCTX
2	$14,658	$1,652.27	$12,082	$299.61	+$2.6K → ASCTX
3	$17,546	$1,862.19	$13,247	$307.23	+$4.3K → ASCTX
4	$20,857	$2,083.29	$14,503	$314.52	+$6.4K → ASCTX
5	$24,632	$2,314.47	$15,854	$321.50	+$8.8K → ASCTX
6	$28,911	$2,554.50	$17,308	$328.15	+$11.6K → ASCTX
7	$33,736	$2,802.09	$18,871	$334.49	+$14.9K → ASCTX
8	$39,154	$3,055.90	$20,551	$340.53	+$18.6K → ASCTX
9	$45,209	$3,314.60	$22,357	$346.27	+$22.9K → ASCTX
10	$51,951	$3,576.85	$24,296	$351.71	+$27.7K → ASCTX

ASCTX vs HDV: Complete Analysis 2026

ASCTX — Stock

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks and other equity securities of small-cap companies. Small-cap companies are those with a market capitalization at the time of purchase of less than $5 billion or otherwise within the range of capitalizations of companies in the Russell 2000 ®Index, the S&P Small Cap 600 Index, or the Dow Jones U.S. Small-Cap Total Stock Market Index. It may also invest in real estate investment trusts (“REITs”).

Full ASCTX 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.