Is CLOAX or HDV a better dividend investment in 2026?

CLOAX currently yields 22.32% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: CLOAX offers higher current income.

What is the dividend yield difference between CLOAX and HDV?

CLOAX has a forward dividend yield of 22.32% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 19.40 percentage points.

Home › Compare › CLOAX vs HDV

CLOAX vs HDV: Dividend Comparison 2026

CLOAX yields 22.32% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 CLOAX wins by $59.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CLOAX

● Live price

22.32%

Share price

$8.96

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$84.1K

Annual income

$8,568.53

Full CLOAX 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 — CLOAX vs HDV

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

Jan

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Feb

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Mar

—

Apr

—

May

—

Jun

—

Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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CLOAX 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.

CLOAX

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

$1,897.05/yr

After 10yr DRIP, annual income (after tax)

$7,283.25/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, CLOAX beats the other by $6,984.30/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

CLOAX: 50%HDV: 50%

100% HDV50/50100% CLOAX

Portfolio after 10yr

$54.2K

Annual income

$4,460.13/yr

Blended yield

8.23%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CLOAX buys

HDV buys

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

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

MetricCLOAXHDV

Forward yield	22.32% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$84.1K ✓	$24.3K
Annual income after 10y	$8,568.53 ✓	$351.71
Total dividends collected	$50.5K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CLOAX Portfolio	CLOAX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,932	$2,231.82	$11,002	$291.67	+$1.9K → CLOAX
2	$16,534	$2,697.33	$12,082	$299.61	+$4.5K → CLOAX
3	$20,915	$3,223.14	$13,247	$307.23	+$7.7K → CLOAX
4	$26,189	$3,810.34	$14,503	$314.52	+$11.7K → CLOAX
5	$32,482	$4,459.11	$15,854	$321.50	+$16.6K → CLOAX
6	$39,924	$5,168.67	$17,308	$328.15	+$22.6K → CLOAX
7	$48,656	$5,937.33	$18,871	$334.49	+$29.8K → CLOAX
8	$58,825	$6,762.54	$20,551	$340.53	+$38.3K → CLOAX
9	$70,583	$7,640.95	$22,357	$346.27	+$48.2K → CLOAX
10	$84,093	$8,568.53	$24,296	$351.71	+$59.8K → CLOAX

CLOAX vs HDV: Complete Analysis 2026

CLOAX — Stock

The fund seeks to achieve its investment objective primarily by taking long positions and short positions in equity securities in both U.S. and non-U.S. markets. The fund invests primarily in a broad selection of global equity securities, including preferred stocks. Under normal circumstances, the Advisor expects to invest in securities of issuers located in at least three countries (in addition to the United States).

Full CLOAX 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.