HDV dividend yield: 3.70%. SO dividend yield: 3.42%. HDV screens for dividend sustainability using Morningstar's economic moat methodology — only companies with wide or narrow moats qualify. Its concentrated portfolio of ~75 holdings represents high-conviction dividend payers in healthcare, energy, and consumer staples. Higher yield than SCHD with similar quality focus. Southern Company is a Dividend Aristocrat with 23+ consecutive years of increases. It serves 9M+ customers across Georgia, Alabama, and Mississippi through its regulated electric and gas utilities. Vogtle Unit 4 nuclear plant completion in 2024 adds decades of low-carbon baseload generation capacity.
HDV screens for dividend sustainability using Morningstar's economic moat methodology — only companies with wide or narrow moats qualify. Its concentrated portfolio of ~75 holdings represents high-conviction dividend payers in healthcare, energy, and consumer staples. Higher yield than SCHD with similar quality focus.
Southern Company is a Dividend Aristocrat with 23+ consecutive years of increases. It serves 9M+ customers across Georgia, Alabama, and Mississippi through its regulated electric and gas utilities. Vogtle Unit 4 nuclear plant completion in 2024 adds decades of low-carbon baseload generation capacity.
HDV currently offers a 3.70% yield (4.00/share/year) while SO offers 3.42% (2.88/share/year). HDV provides higher current income. However, HDV has grown its dividend faster (4.8% 5Y CAGR), which may lead to better long-term income through compounding.
How much would $10,000 in HDV vs SO earn per year?
With $10,000 invested today: HDV pays approximately $370/year. SO pays approximately $342/year. With DRIP reinvestment over 10 years, these grow to $793/year (HDV) and $614/year (SO).
Does HDV or SO pay monthly dividends?
HDV pays quarterly dividends. SO pays quarterly dividends. Neither pay monthly — both use a quarterly schedule, which is preferred by investors who need regular cash flow.
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