HomeCompareCCVAX vs HDV

CCVAX vs HDV: Dividend Comparison 2026

CCVAX yields 14.81% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CCVAX wins by $28.5K in total portfolio value
10 years
CCVAX
CCVAX
● Live price
14.81%
Share price
$26.44
Annual div
$3.92
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$52.8K
Annual income
$3,698.12
Full CCVAX 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 — CCVAX vs HDV

📍 CCVAX 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 PeriodCCVAXHDV
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, CCVAX + HDV cover 0 of 12 monthsgood coverage

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

CCVAX
Annual income on $10K today (after 15% tax)
$1,258.70/yr
After 10yr DRIP, annual income (after tax)
$3,143.40/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, CCVAX beats the other by $2,843.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CCVAX: 50%HDV: 50%
100% HDV50/50100% CCVAX
Portfolio after 10yr
$38.6K
Annual income
$2,025.42/yr
Blended yield
5.25%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CCVAX buys
0
HDV buys
0
No recent congressional trades found for CCVAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCCVAXHDV
Forward yield14.81%2.92%
Annual dividend / share$3.92$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$52.8K$24.3K
Annual income after 10y$3,698.12$352.73
Total dividends collected$25.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCCVAX PortfolioCCVAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,181$1,480.82$11,002$292.38+$1.2KCCVAX
2$14,719$1,685.76$12,084$300.36+$2.6KCCVAX
3$17,653$1,903.80$13,250$308.02+$4.4KCCVAX
4$21,023$2,133.93$14,506$315.35+$6.5KCCVAX
5$24,870$2,375.00$15,858$322.35+$9.0KCCVAX
6$29,236$2,625.76$17,313$329.04+$11.9KCCVAX
7$34,168$2,884.85$18,878$335.42+$15.3KCCVAX
8$39,710$3,150.89$20,560$341.49+$19.1KCCVAX
9$45,913$3,422.45$22,367$347.25+$23.5KCCVAX
10$52,825$3,698.12$24,307$352.73+$28.5KCCVAX

CCVAX vs HDV: Complete Analysis 2026

CCVAXStock

The investment seeks long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000® Index at the time of investment. The fund may also invest up to 25% of its net assets in foreign securities.

Full CCVAX 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.