Is EPRE or HDV a better dividend investment in 2026?

EPRE currently yields 12.18% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: EPRE offers higher current income.

What is the dividend yield difference between EPRE and HDV?

EPRE has a forward dividend yield of 12.18% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 9.26 percentage points.

Home › Compare › EPRE vs HDV

EPRE vs HDV: Dividend Comparison 2026

EPRE yields 12.18% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 EPRE wins by $20.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

EPRE

● Live price

12.18%

Share price

$16.42

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.7K

Annual income

$2,604.18

Full EPRE 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 — EPRE vs HDV

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

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EPRE 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.

EPRE

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

$1,035.48/yr

After 10yr DRIP, annual income (after tax)

$2,213.55/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, EPRE beats the other by $1,914.60/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 EPRE + HDV for your $10,000?

EPRE: 50%HDV: 50%

100% HDV50/50100% EPRE

Portfolio after 10yr

$34.5K

Annual income

$1,477.95/yr

Blended yield

4.29%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EPRE buys

HDV buys

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

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

MetricEPREHDV

Forward yield	12.18% ✓	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	$44.7K ✓	$24.3K
Annual income after 10y	$2,604.18 ✓	$351.71
Total dividends collected	$18.9K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	EPRE Portfolio	EPRE Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,918	$1,218.21	$11,002	$291.67	+$916.00 → EPRE
2	$14,109	$1,356.91	$12,082	$299.61	+$2.0K → EPRE
3	$16,598	$1,501.29	$13,247	$307.23	+$3.4K → EPRE
4	$19,411	$1,650.58	$14,503	$314.52	+$4.9K → EPRE
5	$22,574	$1,803.98	$15,854	$321.50	+$6.7K → EPRE
6	$26,114	$1,960.67	$17,308	$328.15	+$8.8K → EPRE
7	$30,062	$2,119.82	$18,871	$334.49	+$11.2K → EPRE
8	$34,447	$2,280.64	$20,551	$340.53	+$13.9K → EPRE
9	$39,301	$2,442.34	$22,357	$346.27	+$16.9K → EPRE
10	$44,656	$2,604.18	$24,296	$351.71	+$20.4K → EPRE

EPRE vs HDV: Complete Analysis 2026

EPRE — Stock

Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies that meet the Sub-Advisor's environmental, social and governance (ESG) criteria. It may invest in securities issued by companies in initial public offerings ("IPOs") and it may also invest in securities of special purpose acquisition companies ("SPACs"). The fund is non-diversified.

Full EPRE 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.