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BREE vs HDV: Dividend Comparison 2026

BREE yields 9.22% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BREE wins by $12.5K in total portfolio value
10 years
BREE
BREE
● Live price
9.22%
Share price
$21.70
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.8K
Annual income
$1,647.38
Full BREE 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 — BREE vs HDV

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

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

BREE
Annual income on $10K today (after 15% tax)
$783.41/yr
After 10yr DRIP, annual income (after tax)
$1,400.27/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, BREE beats the other by $1,100.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BREE: 50%HDV: 50%
100% HDV50/50100% BREE
Portfolio after 10yr
$30.6K
Annual income
$1,000.05/yr
Blended yield
3.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BREE buys
0
HDV buys
0
No recent congressional trades found for BREE or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBREEHDV
Forward yield9.22% ✓2.92%
Annual dividend / share$2.00$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.8K ✓$24.3K
Annual income after 10y$1,647.38 ✓$352.73
Total dividends collected$12.9K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBREE PortfolioBREE Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,622$921.66$11,002$292.38+$620.00 → BREE
2$13,436$1,001.05$12,084$300.36+$1.4K → BREE
3$15,458$1,081.63$13,250$308.02+$2.2K → BREE
4$17,703$1,163.01$14,506$315.35+$3.2K → BREE
5$20,188$1,244.78$15,858$322.35+$4.3K → BREE
6$22,927$1,326.58$17,313$329.04+$5.6K → BREE
7$25,940$1,408.05$18,878$335.42+$7.1K → BREE
8$29,245$1,488.87$20,560$341.49+$8.7K → BREE
9$32,861$1,568.74$22,367$347.25+$10.5K → BREE
10$36,808$1,647.38$24,307$352.73+$12.5K → BREE

BREE vs HDV: Complete Analysis 2026

BREE — Stock

EVPF is an actively managed ETF that invests primarily in preferred securities and other income-producing instruments. The portfolio emphasizes preferred and hybrid securities, often issued by financial services companies, in pursuit of income and total return.

Full BREE 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.