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DVRAX vs HDV: Dividend Comparison 2026

DVRAX yields 0.85% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $3.4K in total portfolio value
10 years
DVRAX
DVRAX
● Live price
0.85%
Share price
$14.22
Annual div
$0.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.9K
Annual income
$89.35
Full DVRAX 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 — DVRAX vs HDV

📍 HDV pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodDVRAXHDV
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%.
📅

Dividend Calendar Overlap

Combined, DVRAX + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

DVRAX
Annual income on $10K today (after 15% tax)
$71.89/yr
After 10yr DRIP, annual income (after tax)
$75.95/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, HDV beats the other by $223.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DVRAX: 50%HDV: 50%
100% HDV50/50100% DVRAX
Portfolio after 10yr
$22.6K
Annual income
$221.03/yr
Blended yield
0.98%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DVRAX buys
0
HDV buys
0
No recent congressional trades found for DVRAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDVRAXHDV
Forward yield0.85%2.92% ✓
Annual dividend / share$0.12$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.9K$24.3K ✓
Annual income after 10y$89.35$352.73 ✓
Total dividends collected$872.00 ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearDVRAX PortfolioDVRAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,785$84.57$11,002$292.38$217.00 → HDV
2$11,625$85.24$12,084$300.36$459.00 → HDV
3$12,524$85.87$13,250$308.02$726.00 → HDV
4$13,487$86.46$14,506$315.35$1.0K → HDV
5$14,519$87.02$15,858$322.35$1.3K → HDV
6$15,622$87.54$17,313$329.04$1.7K → HDV
7$16,804$88.04$18,878$335.42$2.1K → HDV
8$18,069$88.50$20,560$341.49$2.5K → HDV
9$19,423$88.94$22,367$347.25$2.9K → HDV
10$20,872$89.35$24,307$352.73$3.4K → HDV

DVRAX vs HDV: Complete Analysis 2026

DVRAX — Stock

The investment seeks total return. MFS (Massachusetts Financial Services Company, the fund's investment adviser) seeks to achieve a total rate of return for the fund that meets or exceeds the FTSE 1-Month U.S. Treasury Bill Index plus 2% to 4%, net of fund expenses, over a full market cycle.

Full DVRAX 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.