HomeCompareHDIVX vs HDV

HDIVX vs HDV: Dividend Comparison 2026

HDIVX yields 7.66% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDIVX wins by $8.9K in total portfolio value
10 years
HDIVX
HDIVX
● Live price
7.66%
Share price
$18.13
Annual div
$1.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.2K
Annual income
$1,244.04
Full HDIVX 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 — HDIVX vs HDV

📍 HDIVX 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 PeriodHDIVXHDV
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, HDIVX + HDV cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HDIVX
Annual income on $10K today (after 15% tax)
$650.92/yr
After 10yr DRIP, annual income (after tax)
$1,057.43/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, HDIVX beats the other by $757.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HDIVX: 50%HDV: 50%
100% HDV50/50100% HDIVX
Portfolio after 10yr
$28.8K
Annual income
$798.38/yr
Blended yield
2.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDIVX buys
0
HDV buys
0
No recent congressional trades found for HDIVX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDIVXHDV
Forward yield7.66%2.92%
Annual dividend / share$1.39$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.2K$24.3K
Annual income after 10y$1,244.04$352.73
Total dividends collected$10.1K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHDIVX PortfolioHDIVX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,466$765.79$11,002$292.38+$464.00HDIVX
2$13,089$820.59$12,084$300.36+$1.0KHDIVX
3$14,881$875.48$13,250$308.02+$1.6KHDIVX
4$16,853$930.21$14,506$315.35+$2.3KHDIVX
5$19,017$984.55$15,858$322.35+$3.2KHDIVX
6$21,386$1,038.31$17,313$329.04+$4.1KHDIVX
7$23,975$1,091.29$18,878$335.42+$5.1KHDIVX
8$26,796$1,143.33$20,560$341.49+$6.2KHDIVX
9$29,866$1,194.29$22,367$347.25+$7.5KHDIVX
10$33,201$1,244.04$24,307$352.73+$8.9KHDIVX

HDIVX vs HDV: Complete Analysis 2026

HDIVXStock

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 HDIVX 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.