HomeCompareHEES vs HDV

HEES vs HDV: Dividend Comparison 2026

HEES yields 0.87% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $3.3K in total portfolio value
10 years
HEES
HEES
● Live price
0.87%
Share price
$94.64
Annual div
$0.83
5Y div CAGR
0.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.0K
Annual income
$100.11
Full HEES 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 — HEES vs HDV

📍 HDV 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 PeriodHEESHDV
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, HEES + HDV cover 0 of 12 monthsgood coverage

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

HEES
Annual income on $10K today (after 15% tax)
$74.10/yr
After 10yr DRIP, annual income (after tax)
$85.09/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, HDV beats the other by $214.73/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 HEES + HDV for your $10,000?

HEES: 50%HDV: 50%
100% HDV50/50100% HEES
Portfolio after 10yr
$22.6K
Annual income
$226.42/yr
Blended yield
1.00%
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Analyst Conviction Gap

Where Wall Street is most bullish on HEES right now

HEES
Analyst Ratings
8
Buy
8
Hold
Consensus: Buy
Price Target
$58.00
-38.7% upside vs current
Range: $46.00 — $71.00
Altman Z
2.0
Piotroski
5/9
HDV
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HEES buys
0
HDV buys
0
No recent congressional trades found for HEES or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHEESHDV
Forward yield0.87%2.92%
Annual dividend / share$0.83$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0.8%0%
Portfolio after 10y$21.0K$24.3K
Annual income after 10y$100.11$352.73
Total dividends collected$941.00$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHEES PortfolioHEES Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,788$87.87$11,002$292.38$214.00HDV
2$11,632$89.30$12,084$300.36$452.00HDV
3$12,537$90.71$13,250$308.02$713.00HDV
4$13,507$92.10$14,506$315.35$999.00HDV
5$14,546$93.48$15,858$322.35$1.3KHDV
6$15,659$94.83$17,313$329.04$1.7KHDV
7$16,851$96.18$18,878$335.42$2.0KHDV
8$18,128$97.50$20,560$341.49$2.4KHDV
9$19,496$98.81$22,367$347.25$2.9KHDV
10$20,961$100.11$24,307$352.73$3.3KHDV

HEES vs HDV: Complete Analysis 2026

HEESStock

H&E Equipment Services, Inc. operates as an integrated equipment services company. The company operates in five segments: Equipment Rentals, Used Equipment Sales, New Equipment Sales, Parts Sales, and Repair and Maintenance Services. The Equipment Rentals segment provides construction and industrial equipment for rent on a daily, weekly, and monthly basis through a fleet of approximately 42,725 pieces of equipment. The Used Equipment Sales segment sells used equipment through retail sales force primarily from its rental fleet, as well as inventoried equipment that are acquired through trade-ins from equipment customers. The New Equipment Sales segment sells new construction equipment through a professional in-house retail sales force. The Parts Sales segment sells parts for the equipment customers, as well as offers for its rental fleet. The Repair and Maintenance Services segment serves its rental fleet and equipment owned customers, as well as offers ongoing preventative maintenance services to industrial customers. It also provides ancillary equipment support activities, including transportation, hauling, parts shipping, and loss damage waivers. The company's rental fleet consists of hi-lift or aerial work platforms, cranes, earthmoving and material handling equipment, and others. It serves industrial and commercial companies, construction contractors, manufacturers, public utilities, municipalities, maintenance contractors, and various other industrial account customers. As of December 31, 2021, the company had a network of 102 service facilities in the Pacific Northwest, West Coast, Intermountain, Southwest, Gulf Coast, Southeast, and Mid-Atlantic regions of the United States. H&E Equipment Services, Inc. was founded in 1961 and is headquartered in Baton Rouge, Louisiana.

Full HEES 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.