Is AVTA or HDV a better dividend investment in 2026?

AVTA currently yields 7.70% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: AVTA offers higher current income.

What is the dividend yield difference between AVTA and HDV?

AVTA has a forward dividend yield of 7.70% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 4.78 percentage points.

Home › Compare › AVTA vs HDV

AVTA vs HDV: Dividend Comparison 2026

AVTA yields 7.70% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 AVTA wins by $9.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AVTA

● Live price

7.70%

Share price

$25.99

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$33.3K

Annual income

$1,253.00

Full AVTA 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 — AVTA vs HDV

📍 AVTA pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	AVTA	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%.

📅

Dividend Calendar Overlap

Combined, AVTA + HDV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

AVTA pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

AVTA

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

$654.10/yr

After 10yr DRIP, annual income (after tax)

$1,065.05/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, AVTA beats the other by $765.23/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

AVTA: 50%HDV: 50%

100% HDV50/50100% AVTA

Portfolio after 10yr

$28.8K

Annual income

$802.86/yr

Blended yield

2.79%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on AVTA right now

AVTA

Analyst Ratings

Buy

Hold

Consensus: Hold

Altman Z

1.1

Piotroski

5/9

HDV

No analyst data

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AVTA buys

HDV buys

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

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

MetricAVTAHDV

Forward yield	7.70% ✓	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	$33.3K ✓	$24.3K
Annual income after 10y	$1,253.00 ✓	$352.73
Total dividends collected	$10.2K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	AVTA Portfolio	AVTA Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,470	$769.53	$11,002	$292.38	+$468.00 → AVTA
2	$13,097	$824.87	$12,084	$300.36	+$1.0K → AVTA
3	$14,894	$880.31	$13,250	$308.02	+$1.6K → AVTA
4	$16,873	$935.61	$14,506	$315.35	+$2.4K → AVTA
5	$19,044	$990.54	$15,858	$322.35	+$3.2K → AVTA
6	$21,422	$1,044.88	$17,313	$329.04	+$4.1K → AVTA
7	$24,020	$1,098.46	$18,878	$335.42	+$5.1K → AVTA
8	$26,853	$1,151.10	$20,560	$341.49	+$6.3K → AVTA
9	$29,935	$1,202.66	$22,367	$347.25	+$7.6K → AVTA
10	$33,284	$1,253.00	$24,307	$352.73	+$9.0K → AVTA

AVTA vs HDV: Complete Analysis 2026

AVTA — Stock

Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions. The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas.

Full AVTA 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 →

📬

Get this AVTA vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AVTA vs SCHD AVTA vs JEPI AVTA vs O AVTA vs KO AVTA vs MAIN AVTA vs VYM AVTA vs DVY AVTA vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.