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HLVTY vs HDV: Dividend Comparison 2026

HLVTY yields 2.95% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HLVTY wins by $19.1K in total portfolio value
10 years
HLVTY
HLVTY
● Live price
2.95%
Share price
$6.88
Annual div
$0.20
5Y div CAGR
26.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.4K
Annual income
$5,909.46
Full HLVTY 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 — HLVTY vs HDV

📍 HLVTY 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 PeriodHLVTYHDV
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%.
📅

Dividend Calendar Overlap

Combined, HLVTY + HDV cover 0 of 12 months — good coverage

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

HLVTY
Annual income on $10K today (after 15% tax)
$251.11/yr
After 10yr DRIP, annual income (after tax)
$5,023.04/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, HLVTY beats the other by $4,724.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HLVTY: 50%HDV: 50%
100% HDV50/50100% HLVTY
Portfolio after 10yr
$33.9K
Annual income
$3,130.59/yr
Blended yield
9.25%
📊

Analyst Conviction Gap

Where Wall Street is split right now

HLVTY
Analyst Ratings
2
Hold
Consensus: Hold
Altman Z
0.6
Piotroski
3/9
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)

HLVTY buys
0
HDV buys
0
No recent congressional trades found for HLVTY or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHLVTYHDV
Forward yield2.95% ✓2.92%
Annual dividend / share$0.20$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR26.5% ✓0%
Portfolio after 10y$43.4K ✓$24.3K
Annual income after 10y$5,909.46 ✓$351.71
Total dividends collected$20.1K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHLVTY PortfolioHLVTY Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,074$373.71$11,002$291.67+$72.00 → HLVTY
2$12,338$489.25$12,082$299.61+$256.00 → HLVTY
3$13,846$644.46$13,247$307.23+$599.00 → HLVTY
4$15,671$855.04$14,503$314.52+$1.2K → HLVTY
5$17,912$1,144.04$15,854$321.50+$2.1K → HLVTY
6$20,711$1,545.96$17,308$328.15+$3.4K → HLVTY
7$24,274$2,113.39$18,871$334.49+$5.4K → HLVTY
8$28,902$2,928.39$20,551$340.53+$8.4K → HLVTY
9$35,047$4,122.07$22,357$346.27+$12.7K → HLVTY
10$43,410$5,909.46$24,296$351.71+$19.1K → HLVTY

HLVTY vs HDV: Complete Analysis 2026

HLVTY — Stock

Helvetia Holding AG, through its subsidiaries, engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, Liechtenstein, and internationally. It offers life insurance products in the areas of investment-linked, group life, and others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, and transport; and annuity insurance products and pension plans. The company was founded in 1858 and is headquartered in Sankt Gallen, Switzerland.

Full HLVTY Calculator →

HDV — ETF

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.