HomeCompareHDAVX vs DVY

HDAVX vs DVY: Dividend Comparison 2026

HDAVX yields 7.53% · DVY yields 3.50%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HDAVX wins by $7.8K in total portfolio value
10 years
HDAVX
HDAVX
● Live price
7.53%
Share price
$18.03
Annual div
$1.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.9K
Annual income
$1,212.78
Full HDAVX calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — HDAVX vs DVY

📍 HDAVX 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 PeriodHDAVXDVY
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, HDAVX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HDAVX pays
DVY pays
Both pay
Neither
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Tax Bracket Optimizer

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

HDAVX
Annual income on $10K today (after 15% tax)
$639.73/yr
After 10yr DRIP, annual income (after tax)
$1,030.86/yr
DVY
Annual income on $10K today (after 15% tax)
$297.17/yr
After 10yr DRIP, annual income (after tax)
$372.11/yr
At 15% tax rate, HDAVX beats the other by $658.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HDAVX + DVY for your $10,000?

HDAVX: 50%DVY: 50%
100% DVY50/50100% HDAVX
Portfolio after 10yr
$29.0K
Annual income
$825.28/yr
Blended yield
2.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDAVX buys
0
DVY buys
0
No recent congressional trades found for HDAVX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDAVXDVY
Forward yield7.53%3.50%
Annual dividend / share$1.36$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.9K$25.1K
Annual income after 10y$1,212.78$437.78
Total dividends collected$9.9K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: HDAVX vs DVY ($10,000, DRIP)

YearHDAVX PortfolioHDAVX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,453$752.63$11,050$349.62+$403.00HDAVX
2$13,060$805.57$12,184$361.04+$876.00HDAVX
3$14,833$858.52$13,409$372.07+$1.4KHDAVX
4$16,782$911.27$14,730$382.68+$2.1KHDAVX
5$18,920$963.59$16,154$392.89+$2.8KHDAVX
6$21,260$1,015.30$17,688$402.69+$3.6KHDAVX
7$23,815$1,066.22$19,338$412.07+$4.5KHDAVX
8$26,598$1,116.19$21,113$421.04+$5.5KHDAVX
9$29,625$1,165.09$23,020$429.61+$6.6KHDAVX
10$32,911$1,212.78$25,070$437.78+$7.8KHDAVX

HDAVX vs DVY: Complete Analysis 2026

HDAVXStock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of dividend-producing equity securities. The fund generally invests in a core group of 40-60 equity securities, including common stocks, preferred stocks, depository receipts, and other equity-related securities. It primarily invests in equity securities of companies that are economically tied to countries outside of the United States, including investments in emerging markets.

Full HDAVX Calculator →

DVYETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY 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.