HomeCompareDUAL vs HDV

DUAL vs HDV: Dividend Comparison 2026

DUAL yields 7.84% · HDV yields 2.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 DUAL wins by $9.3K in total portfolio value
10 years
DUAL
DUAL
● Live price
7.84%
Share price
$25.50
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.6K
Annual income
$1,288.89
Full DUAL 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 — DUAL vs HDV

📍 DUAL 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 PeriodDUALHDV
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, DUAL + HDV cover 0 of 12 monthsgood coverage

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

DUAL
Annual income on $10K today (after 15% tax)
$666.71/yr
After 10yr DRIP, annual income (after tax)
$1,095.56/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, DUAL beats the other by $795.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DUAL: 50%HDV: 50%
100% HDV50/50100% DUAL
Portfolio after 10yr
$29.0K
Annual income
$820.81/yr
Blended yield
2.83%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DUAL buys
0
HDV buys
0
No recent congressional trades found for DUAL or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDUALHDV
Forward yield7.84%2.92%
Annual dividend / share$2.00$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.6K$24.3K
Annual income after 10y$1,288.89$352.73
Total dividends collected$10.4K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDUAL PortfolioDUAL Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,484$784.37$11,002$292.38+$482.00DUAL
2$13,130$841.87$12,084$300.36+$1.0KDUAL
3$14,949$899.54$13,250$308.02+$1.7KDUAL
4$16,952$957.14$14,506$315.35+$2.4KDUAL
5$19,153$1,014.41$15,858$322.35+$3.3KDUAL
6$21,565$1,071.14$17,313$329.04+$4.3KDUAL
7$24,202$1,127.13$18,878$335.42+$5.3KDUAL
8$27,078$1,182.19$20,560$341.49+$6.5KDUAL
9$30,210$1,236.15$22,367$347.25+$7.8KDUAL
10$33,614$1,288.89$24,307$352.73+$9.3KDUAL

DUAL vs HDV: Complete Analysis 2026

DUALStock

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the North Shore Dual Share Class Index (the "index"). The fund normally invests at least 80% of its total assets in securities of the index. The index is designed to track the performance of "dual class stock" companies - companies that issue at least two share classes of common stock, generally one to the investing public, and the other to the company's founders and executives ("Dual Share Class Companies"). It employs a "passive management" investment strategy designed to track the performance of the index.

Full DUAL 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.