Is ASERX or HDV a better dividend investment in 2026?

ASERX currently yields 12.67% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: ASERX offers higher current income.

What is the dividend yield difference between ASERX and HDV?

ASERX has a forward dividend yield of 12.67% ($12.93/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 9.75 percentage points.

Home › Compare › ASERX vs HDV

ASERX vs HDV: Dividend Comparison 2026

ASERX yields 12.67% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 ASERX wins by $21.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

ASERX

● Live price

12.67%

Share price

$102.02

Annual div

$12.93

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$46.1K

Annual income

$2,789.25

Full ASERX 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 — ASERX vs HDV

📍 ASERX 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	ASERX	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, ASERX + 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

—

Oct

—

Nov

—

Dec

—

ASERX 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.

ASERX

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

$1,077.13/yr

After 10yr DRIP, annual income (after tax)

$2,370.86/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, ASERX beats the other by $2,071.04/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 ASERX + HDV for your $10,000?

ASERX: 50%HDV: 50%

100% HDV50/50100% ASERX

Portfolio after 10yr

$35.2K

Annual income

$1,570.99/yr

Blended yield

4.46%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ASERX buys

HDV buys

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

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

MetricASERXHDV

Forward yield	12.67% ✓	2.92%
Annual dividend / share	$12.93 ✓	$3.96
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$46.1K ✓	$24.3K
Annual income after 10y	$2,789.25 ✓	$352.73
Total dividends collected	$20.1K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	ASERX Portfolio	ASERX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,967	$1,267.21	$11,002	$292.38	+$965.00 → ASERX
2	$14,222	$1,417.29	$12,084	$300.36	+$2.1K → ASERX
3	$16,792	$1,574.16	$13,250	$308.02	+$3.5K → ASERX
4	$19,704	$1,736.99	$14,506	$315.35	+$5.2K → ASERX
5	$22,989	$1,904.92	$15,858	$322.35	+$7.1K → ASERX
6	$26,675	$2,077.03	$17,313	$329.04	+$9.4K → ASERX
7	$30,794	$2,252.41	$18,878	$335.42	+$11.9K → ASERX
8	$35,380	$2,430.16	$20,560	$341.49	+$14.8K → ASERX
9	$40,466	$2,609.39	$22,367	$347.25	+$18.1K → ASERX
10	$46,088	$2,789.25	$24,307	$352.73	+$21.8K → ASERX

ASERX vs HDV: Complete Analysis 2026

ASERX — Stock

The fund normally invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers make their investment decisions based primarily on their analysis of individual companies, rather than on broad economic forecasts. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. Under normal market conditions, the portfolio managers seek securities of companies whose earnings or revenues are not only growing, but growing at an accelerated pace.

Full ASERX 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.