HomeCompareBCSSX vs HDV

BCSSX vs HDV: Dividend Comparison 2026

BCSSX yields 122.06% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BCSSX wins by $9.21M in total portfolio value
10 years
BCSSX
BCSSX
● Live price
122.06%
Share price
$19.33
Annual div
$23.59
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$9.23M
Annual income
$3,535,598.40
Full BCSSX 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 — BCSSX vs HDV

📍 BCSSX 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 PeriodBCSSXHDV
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, BCSSX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BCSSX 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.

BCSSX
Annual income on $10K today (after 15% tax)
$10,374.84/yr
After 10yr DRIP, annual income (after tax)
$3,005,258.64/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, BCSSX beats the other by $3,004,958.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BCSSX: 50%HDV: 50%
100% HDV50/50100% BCSSX
Portfolio after 10yr
$4.63M
Annual income
$1,767,975.56/yr
Blended yield
38.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BCSSX buys
0
HDV buys
0
No recent congressional trades found for BCSSX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBCSSXHDV
Forward yield122.06%2.92%
Annual dividend / share$23.59$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$9.23M$24.3K
Annual income after 10y$3,535,598.40$352.73
Total dividends collected$8.41M$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBCSSX PortfolioBCSSX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$22,906$12,205.69$11,002$292.38+$11.9KBCSSX
2$50,638$26,128.95$12,084$300.36+$38.6KBCSSX
3$108,168$53,984.82$13,250$308.02+$94.9KBCSSX
4$223,512$107,772.49$14,506$315.35+$209.0KBCSSX
5$447,284$208,126.60$15,858$322.35+$431.4KBCSSX
6$867,843$389,248.55$17,313$329.04+$850.5KBCSSX
7$1,634,422$705,830.89$18,878$335.42+$1.62MBCSSX
8$2,991,171$1,242,339.35$20,560$341.49+$2.97MBCSSX
9$5,325,429$2,124,875.24$22,367$347.25+$5.30MBCSSX
10$9,233,807$3,535,598.40$24,307$352.73+$9.21MBCSSX

BCSSX vs HDV: Complete Analysis 2026

BCSSXStock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of those companies with total operating revenues of $500 million or less at the time of the initial investment. It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. The fund typically holds a portfolio of between 40 - 65 securities which the advisor believes have the potential for growth.

Full BCSSX 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.