HomeCompareCCLAX vs HDV

CCLAX vs HDV: Dividend Comparison 2026

CCLAX yields 3.33% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CCLAX wins by $493.00 in total portfolio value
10 years
CCLAX
CCLAX
● Live price
3.33%
Share price
$18.50
Annual div
$0.62
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.8K
Annual income
$412.87
Full CCLAX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — CCLAX vs HDV

📍 CCLAX 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 PeriodCCLAXHDV
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, CCLAX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CCLAX
Annual income on $10K today (after 15% tax)
$283.21/yr
After 10yr DRIP, annual income (after tax)
$350.94/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, CCLAX beats the other by $51.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CCLAX: 50%HDV: 50%
100% HDV50/50100% CCLAX
Portfolio after 10yr
$24.5K
Annual income
$382.30/yr
Blended yield
1.56%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CCLAX buys
0
HDV buys
0
No recent congressional trades found for CCLAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCCLAXHDV
Forward yield3.33%2.92%
Annual dividend / share$0.62$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.8K$24.3K
Annual income after 10y$412.87$351.71
Total dividends collected$3.8K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCCLAX PortfolioCCLAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,033$333.19$11,002$291.67+$31.00CCLAX
2$12,149$343.56$12,082$299.61+$67.00CCLAX
3$13,353$353.56$13,247$307.23+$106.00CCLAX
4$14,651$363.18$14,503$314.52+$148.00CCLAX
5$16,049$372.41$15,854$321.50+$195.00CCLAX
6$17,554$381.26$17,308$328.15+$246.00CCLAX
7$19,172$389.72$18,871$334.49+$301.00CCLAX
8$20,912$397.81$20,551$340.53+$361.00CCLAX
9$22,781$405.52$22,357$346.27+$424.00CCLAX
10$24,789$412.87$24,296$351.71+$493.00CCLAX

CCLAX vs HDV: Complete Analysis 2026

CCLAXStock

The fund is a "fund of funds" that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 50%-80% of its net assets in funds that invest primarily in income securities and 20% to 50% of its net assets in funds that invest primarily in equity securities. The fund may also invest 0% to 10% of its net assets in cash and short-term money market instruments.

Full CCLAX 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.