HomeCompareBZWHF vs HDV

BZWHF vs HDV: Dividend Comparison 2026

BZWHF yields 4.56% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BZWHF wins by $2.7K in total portfolio value
10 years
BZWHF
BZWHF
● Live price
4.56%
Share price
$24.67
Annual div
$1.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.0K
Annual income
$611.18
Full BZWHF 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 — BZWHF vs HDV

📍 BZWHF 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 PeriodBZWHFHDV
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, BZWHF + HDV cover 0 of 12 monthsgood coverage

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

BZWHF
Annual income on $10K today (after 15% tax)
$387.82/yr
After 10yr DRIP, annual income (after tax)
$519.50/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, BZWHF beats the other by $219.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BZWHF: 50%HDV: 50%
100% HDV50/50100% BZWHF
Portfolio after 10yr
$25.6K
Annual income
$481.95/yr
Blended yield
1.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BZWHF buys
0
HDV buys
0
No recent congressional trades found for BZWHF or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBZWHFHDV
Forward yield4.56%2.92%
Annual dividend / share$1.13$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.0K$24.3K
Annual income after 10y$611.18$352.73
Total dividends collected$5.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBZWHF PortfolioBZWHF Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,156$456.26$11,002$292.38+$154.00BZWHF
2$12,413$475.72$12,084$300.36+$329.00BZWHF
3$13,777$494.68$13,250$308.02+$527.00BZWHF
4$15,254$513.10$14,506$315.35+$748.00BZWHF
5$16,853$530.96$15,858$322.35+$995.00BZWHF
6$18,581$548.23$17,313$329.04+$1.3KBZWHF
7$20,446$564.90$18,878$335.42+$1.6KBZWHF
8$22,458$580.95$20,560$341.49+$1.9KBZWHF
9$24,627$596.38$22,367$347.25+$2.3KBZWHF
10$26,962$611.18$24,307$352.73+$2.7KBZWHF

BZWHF vs HDV: Complete Analysis 2026

BZWHFStock

The fund combines a dividend strategy with a covered call options overlay. Its underlying portfolio holds high yielding U.S. dividend equities that are screened for dividend payout sustainability and positive 3-year dividend growth. Underlying portfolio securities are selected and weighted by dividend yield. The fund holds underlying stock positions on this portfolio and writes call options out of the money. The call options, which are either exchange-traded or over-the-counter, are selected based on the option's implied volatility. The funds strategy enables investors to earn call option premiums, which provide limited downside protection.

Full BZWHF 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.