HomeCompareCAEAX vs HDV

CAEAX vs HDV: Dividend Comparison 2026

CAEAX yields 22.68% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CAEAX wins by $61.7K in total portfolio value
10 years
CAEAX
CAEAX
● Live price
22.68%
Share price
$22.43
Annual div
$5.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$86.0K
Annual income
$8,886.62
Full CAEAX 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 — CAEAX vs HDV

📍 CAEAX 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 PeriodCAEAXHDV
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, CAEAX + HDV cover 0 of 12 monthsgood coverage

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

CAEAX
Annual income on $10K today (after 15% tax)
$1,927.95/yr
After 10yr DRIP, annual income (after tax)
$7,553.63/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, CAEAX beats the other by $7,253.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAEAX: 50%HDV: 50%
100% HDV50/50100% CAEAX
Portfolio after 10yr
$55.1K
Annual income
$4,619.67/yr
Blended yield
8.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAEAX buys
0
HDV buys
0
No recent congressional trades found for CAEAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAEAXHDV
Forward yield22.68%2.92%
Annual dividend / share$5.09$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$86.0K$24.3K
Annual income after 10y$8,886.62$352.73
Total dividends collected$52.0K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCAEAX PortfolioCAEAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,968$2,268.17$11,002$292.38+$2.0KCAEAX
2$16,625$2,748.98$12,084$300.36+$4.5KCAEAX
3$21,082$3,293.58$13,250$308.02+$7.8KCAEAX
4$26,461$3,903.39$14,506$315.35+$12.0KCAEAX
5$32,893$4,578.82$15,858$322.35+$17.0KCAEAX
6$40,514$5,319.29$17,313$329.04+$23.2KCAEAX
7$49,474$6,123.24$18,878$335.42+$30.6KCAEAX
8$59,925$6,988.15$20,560$341.49+$39.4KCAEAX
9$72,030$7,910.65$22,367$347.25+$49.7KCAEAX
10$85,959$8,886.62$24,307$352.73+$61.7KCAEAX

CAEAX vs HDV: Complete Analysis 2026

CAEAXStock

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowing for investment purposes) in European companies. It invests at least 70% of its total assets in companies in Western European countries, but also may invest up to 30% of its total assets in companies in emerging Central and Eastern European countries, including up to 10% of its total assets in companies in Russia and the Ukraine.

Full CAEAX 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.