Is ATESX or HDV a better dividend investment in 2026?

ATESX currently yields 13.15% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: ATESX offers higher current income.

What is the dividend yield difference between ATESX and HDV?

ATESX has a forward dividend yield of 13.15% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 10.23 percentage points.

Home › Compare › ATESX vs HDV

ATESX vs HDV: Dividend Comparison 2026

ATESX yields 13.15% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 ATESX wins by $23.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

ATESX

● Live price

13.15%

Share price

$15.21

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$47.5K

Annual income

$2,977.53

Full ATESX 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 — ATESX vs HDV

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

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Aug

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Sep

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Oct

—

Nov

—

Dec

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ATESX 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.

ATESX

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

$1,117.69/yr

After 10yr DRIP, annual income (after tax)

$2,530.90/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, ATESX beats the other by $2,231.95/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 ATESX + HDV for your $10,000?

ATESX: 50%HDV: 50%

100% HDV50/50100% ATESX

Portfolio after 10yr

$35.9K

Annual income

$1,664.63/yr

Blended yield

4.64%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ATESX buys

HDV buys

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

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

MetricATESXHDV

Forward yield	13.15% ✓	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	$47.5K ✓	$24.3K
Annual income after 10y	$2,977.53 ✓	$351.71
Total dividends collected	$21.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	ATESX Portfolio	ATESX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,015	$1,314.92	$11,002	$291.67	+$1.0K → ATESX
2	$14,332	$1,476.52	$12,082	$299.61	+$2.3K → ATESX
3	$16,982	$1,646.09	$13,247	$307.23	+$3.7K → ATESX
4	$19,993	$1,822.78	$14,503	$314.52	+$5.5K → ATESX
5	$23,399	$2,005.63	$15,854	$321.50	+$7.5K → ATESX
6	$27,230	$2,193.67	$17,308	$328.15	+$9.9K → ATESX
7	$31,522	$2,385.87	$18,871	$334.49	+$12.7K → ATESX
8	$36,310	$2,581.24	$20,551	$340.53	+$15.8K → ATESX
9	$41,630	$2,778.79	$22,357	$346.27	+$19.3K → ATESX
10	$47,522	$2,977.53	$24,296	$351.71	+$23.2K → ATESX

ATESX vs HDV: Complete Analysis 2026

ATESX — Stock

Under normal market conditions, the fund invests, directly or indirectly through unaffiliated exchange traded funds ("ETFs") and mutual funds, at least 80% of its net assets (plus the amount of borrowings, if any) in long and short positions in equity securities. It may invest in inverse funds linked to equity securities or indices when the adviser believes this strategy will provide an effective hedge to manage risk for the fund's equity investments.

Full ATESX 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.