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BULIX vs HDV: Dividend Comparison 2026

BULIX yields 10.43% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BULIX wins by $15.5K in total portfolio value
10 years
BULIX
BULIX
● Live price
10.43%
Share price
$20.04
Annual div
$2.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.9K
Annual income
$2,006.83
Full BULIX 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 — BULIX vs HDV

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

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

BULIX
Annual income on $10K today (after 15% tax)
$886.56/yr
After 10yr DRIP, annual income (after tax)
$1,705.81/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, BULIX beats the other by $1,405.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BULIX: 50%HDV: 50%
100% HDV50/50100% BULIX
Portfolio after 10yr
$32.1K
Annual income
$1,179.78/yr
Blended yield
3.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BULIX buys
0
HDV buys
0
No recent congressional trades found for BULIX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBULIXHDV
Forward yield10.43% ✓2.92%
Annual dividend / share$2.09$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.9K ✓$24.3K
Annual income after 10y$2,006.83 ✓$352.73
Total dividends collected$15.2K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBULIX PortfolioBULIX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,743$1,043.01$11,002$292.38+$741.00 → BULIX
2$13,710$1,144.68$12,084$300.36+$1.6K → BULIX
3$15,918$1,248.97$13,250$308.02+$2.7K → BULIX
4$18,388$1,355.30$14,506$315.35+$3.9K → BULIX
5$21,138$1,463.15$15,858$322.35+$5.3K → BULIX
6$24,190$1,571.96$17,313$329.04+$6.9K → BULIX
7$27,564$1,681.21$18,878$335.42+$8.7K → BULIX
8$31,284$1,790.41$20,560$341.49+$10.7K → BULIX
9$35,373$1,899.09$22,367$347.25+$13.0K → BULIX
10$39,856$2,006.83$24,307$352.73+$15.5K → BULIX

BULIX vs HDV: Complete Analysis 2026

BULIX — Stock

Seeks current income and long-term growth of capital and income. The fund invests at least 80% of its assets in equity securities of companies engaged in the utilities industry.

Full BULIX 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.