HomeCompareHAIAX vs HDV

HAIAX vs HDV: Dividend Comparison 2026

HAIAX yields 12.20% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HAIAX wins by $20.4K in total portfolio value
10 years
HAIAX
HAIAX
● Live price
12.20%
Share price
$51.61
Annual div
$6.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.7K
Annual income
$2,612.21
Full HAIAX calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.72
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$351.71
Full HDV calculator →

Portfolio growth — HAIAX vs HDV

📍 HAIAX 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 PeriodHAIAXHDV
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, HAIAX + HDV cover 0 of 12 monthsgood coverage

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

HAIAX
Annual income on $10K today (after 15% tax)
$1,037.33/yr
After 10yr DRIP, annual income (after tax)
$2,220.38/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, HAIAX beats the other by $1,921.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HAIAX: 50%HDV: 50%
100% HDV50/50100% HAIAX
Portfolio after 10yr
$34.5K
Annual income
$1,481.97/yr
Blended yield
4.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HAIAX buys
0
HDV buys
0
No recent congressional trades found for HAIAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHAIAXHDV
Forward yield12.20%2.92%
Annual dividend / share$6.30$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$44.7K$24.3K
Annual income after 10y$2,612.21$351.71
Total dividends collected$19.0K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHAIAX PortfolioHAIAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,920$1,220.39$11,002$291.67+$918.00HAIAX
2$14,114$1,359.58$12,082$299.61+$2.0KHAIAX
3$16,607$1,504.50$13,247$307.23+$3.4KHAIAX
4$19,424$1,654.38$14,503$314.52+$4.9KHAIAX
5$22,592$1,808.40$15,854$321.50+$6.7KHAIAX
6$26,139$1,965.75$17,308$328.15+$8.8KHAIAX
7$30,094$2,125.61$18,871$334.49+$11.2KHAIAX
8$34,488$2,287.15$20,551$340.53+$13.9KHAIAX
9$39,352$2,449.61$22,357$346.27+$17.0KHAIAX
10$44,719$2,612.21$24,296$351.71+$20.4KHAIAX

HAIAX vs HDV: Complete Analysis 2026

HAIAXStock

The investment seeks growth of capital. Under normal circumstances, the fund invests at least 80% of its assets in common stocks. Its portfolio seeks to be broadly diversified by industry and company. The fund may invest in a broad range of market capitalizations, but the advisor tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index.

Full HAIAX 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.