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DSPIX vs HDV: Dividend Comparison 2026

DSPIX yields 35.41% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 DSPIX wins by $155.7K in total portfolio value
10 years
DSPIX
DSPIX
● Live price
35.41%
Share price
$42.90
Annual div
$15.19
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$180.0K
Annual income
$27,456.45
Full DSPIX 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 — DSPIX vs HDV

📍 DSPIX 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 PeriodDSPIXHDV
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, DSPIX + HDV cover 0 of 12 monthsgood coverage

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

DSPIX
Annual income on $10K today (after 15% tax)
$3,009.89/yr
After 10yr DRIP, annual income (after tax)
$23,337.98/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, DSPIX beats the other by $23,038.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DSPIX: 50%HDV: 50%
100% HDV50/50100% DSPIX
Portfolio after 10yr
$102.1K
Annual income
$13,904.58/yr
Blended yield
13.61%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DSPIX buys
0
HDV buys
0
No recent congressional trades found for DSPIX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDSPIXHDV
Forward yield35.41%2.92%
Annual dividend / share$15.19$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$180.0K$24.3K
Annual income after 10y$27,456.45$352.73
Total dividends collected$130.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDSPIX PortfolioDSPIX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$14,241$3,541.05$11,002$292.38+$3.2KDSPIX
2$19,951$4,712.92$12,084$300.36+$7.9KDSPIX
3$27,518$6,170.57$13,250$308.02+$14.3KDSPIX
4$37,398$7,954.21$14,506$315.35+$22.9KDSPIX
5$50,119$10,103.00$15,858$322.35+$34.3KDSPIX
6$66,281$12,653.72$17,313$329.04+$49.0KDSPIX
7$86,561$15,639.43$18,878$335.42+$67.7KDSPIX
8$111,708$19,088.22$20,560$341.49+$91.1KDSPIX
9$142,550$23,022.16$22,367$347.25+$120.2KDSPIX
10$179,985$27,456.45$24,307$352.73+$155.7KDSPIX

DSPIX vs HDV: Complete Analysis 2026

DSPIXStock

To pursue its goal, the fund normally invests at least 95% of its total assets in common stocks included in the S&P 500® Index. To replicate index performance, its portfolio managers use a passive management approach and generally purchase all of the securities comprising the S&P 500® Index.

Full DSPIX 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.