HomeCompareCAHEX vs HDV

CAHEX vs HDV: Dividend Comparison 2026

CAHEX yields 0.15% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $2.5K in total portfolio value
10 years
CAHEX
CAHEX
● Live price
0.15%
Share price
$18.47
Annual div
$0.03
5Y div CAGR
42.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.8K
Annual income
$571.30
Full CAHEX 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 — CAHEX vs HDV

📍 HDV 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 PeriodCAHEXHDV
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, CAHEX + HDV cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CAHEX pays
HDV pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

CAHEX
Annual income on $10K today (after 15% tax)
$13.14/yr
After 10yr DRIP, annual income (after tax)
$485.60/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, CAHEX beats the other by $185.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAHEX: 50%HDV: 50%
100% HDV50/50100% CAHEX
Portfolio after 10yr
$23.0K
Annual income
$462.01/yr
Blended yield
2.01%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAHEX buys
0
HDV buys
0
No recent congressional trades found for CAHEX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAHEXHDV
Forward yield0.15%2.92%
Annual dividend / share$0.03$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR42.4%0%
Portfolio after 10y$21.8K$24.3K
Annual income after 10y$571.30$352.73
Total dividends collected$1.8K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCAHEX PortfolioCAHEX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,722$22.02$11,002$292.38$280.00HDV
2$11,504$31.42$12,084$300.36$580.00HDV
3$12,354$44.86$13,250$308.02$896.00HDV
4$13,283$64.12$14,506$315.35$1.2KHDV
5$14,305$91.75$15,858$322.35$1.6KHDV
6$15,437$131.49$17,313$329.04$1.9KHDV
7$16,707$188.86$18,878$335.42$2.2KHDV
8$18,148$272.01$20,560$341.49$2.4KHDV
9$19,812$393.23$22,367$347.25$2.6KHDV
10$21,770$571.30$24,307$352.73$2.5KHDV

CAHEX vs HDV: Complete Analysis 2026

CAHEXStock

The investment seeks total return with lower volatility than equity markets. The fund seeks to achieve total return with lower volatility than equity markets. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and securities with economic characteristics similar to stock or the equity markets. The fund may write call options (i) on a portion of the equity securities in the fund's portfolio and (ii) on broad-based securities indexes (such as the S&P 500 or MSCI EAFE) or ETFs (exchange traded funds).

Full CAHEX 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.