Is CATEX or HDV a better dividend investment in 2026?

CATEX currently yields 7.75% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: CATEX offers higher current income.

What is the dividend yield difference between CATEX and HDV?

CATEX has a forward dividend yield of 7.75% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 4.83 percentage points.

Home › Compare › CATEX vs HDV

CATEX vs HDV: Dividend Comparison 2026

CATEX yields 7.75% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 CATEX wins by $85.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CATEX

● Live price

7.75%

Share price

$25.82

Annual div

$2.00

5Y div CAGR

24%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$109.9K

Annual income

$27,797.15

Full CATEX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — CATEX vs HDV

📍 CATEX 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 Period	CATEX	HDV
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, CATEX + HDV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

CATEX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

CATEX

Annual income on $10K today (after 15% tax)

$658.40/yr

After 10yr DRIP, annual income (after tax)

$23,627.58/yr

HDV

Annual income on $10K today (after 15% tax)

$247.92/yr

After 10yr DRIP, annual income (after tax)

$298.95/yr

At 15% tax rate, CATEX beats the other by $23,328.62/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

CATEX: 50%HDV: 50%

100% HDV50/50100% CATEX

Portfolio after 10yr

$67.1K

Annual income

$14,074.44/yr

Blended yield

20.97%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CATEX buys

HDV buys

No recent congressional trades found for CATEX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricCATEXHDV

Forward yield	7.75% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	24% ✓	0%
Portfolio after 10y	$109.9K ✓	$24.3K
Annual income after 10y	$27,797.15 ✓	$351.71
Total dividends collected	$78.7K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CATEX Portfolio	CATEX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,660	$960.50	$11,002	$291.67	+$658.00 → CATEX
2	$13,775	$1,297.93	$12,082	$299.61	+$1.7K → CATEX
3	$16,516	$1,776.86	$13,247	$307.23	+$3.3K → CATEX
4	$20,141	$2,468.92	$14,503	$314.52	+$5.6K → CATEX
5	$25,040	$3,489.18	$15,854	$321.50	+$9.2K → CATEX
6	$31,820	$5,027.08	$17,308	$328.15	+$14.5K → CATEX
7	$41,450	$7,403.18	$18,871	$334.49	+$22.6K → CATEX
8	$55,528	$11,176.03	$20,551	$340.53	+$35.0K → CATEX
9	$76,765	$17,350.37	$22,357	$346.27	+$54.4K → CATEX
10	$109,936	$27,797.15	$24,296	$351.71	+$85.6K → CATEX

CATEX vs HDV: Complete Analysis 2026

CATEX — Stock

The investment seeks capital appreciation. The fund invests in exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with the fund ("portfolio funds") that invest in equity securities of issuers from a number of countries throughout the world. It may also invest in individual large cap equities, fixed income securities, and cash and cash equivalents directly.

Full CATEX 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.