HomeCompareHRCAX vs HDV

HRCAX vs HDV: Dividend Comparison 2026

HRCAX yields 13.41% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HRCAX wins by $24.0K in total portfolio value
10 years
HRCAX
HRCAX
● Live price
13.41%
Share price
$97.83
Annual div
$13.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.3K
Annual income
$3,084.36
Full HRCAX 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 — HRCAX vs HDV

📍 HRCAX 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 PeriodHRCAXHDV
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, HRCAX + HDV cover 0 of 12 monthsgood coverage

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

HRCAX
Annual income on $10K today (after 15% tax)
$1,139.95/yr
After 10yr DRIP, annual income (after tax)
$2,621.71/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, HRCAX beats the other by $2,322.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HRCAX: 50%HDV: 50%
100% HDV50/50100% HRCAX
Portfolio after 10yr
$36.3K
Annual income
$1,718.04/yr
Blended yield
4.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HRCAX buys
0
HDV buys
0
No recent congressional trades found for HRCAX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHRCAXHDV
Forward yield13.41%2.92%
Annual dividend / share$13.12$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$48.3K$24.3K
Annual income after 10y$3,084.36$351.71
Total dividends collected$21.8K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHRCAX PortfolioHRCAX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$12,041$1,341.11$11,002$291.67+$1.0KHRCAX
2$14,393$1,509.21$12,082$299.61+$2.3KHRCAX
3$17,087$1,685.99$13,247$307.23+$3.8KHRCAX
4$20,153$1,870.56$14,503$314.52+$5.7KHRCAX
5$23,626$2,061.95$15,854$321.50+$7.8KHRCAX
6$27,539$2,259.11$17,308$328.15+$10.2KHRCAX
7$31,928$2,460.99$18,871$334.49+$13.1KHRCAX
8$36,829$2,666.53$20,551$340.53+$16.3KHRCAX
9$42,282$2,874.66$22,357$346.27+$19.9KHRCAX
10$48,326$3,084.36$24,296$351.71+$24.0KHRCAX

HRCAX vs HDV: Complete Analysis 2026

HRCAXStock

The investment seeks long-term growth of capital. The fund invests primarily in equity securities, principally common and preferred stocks, of U.S. companies with market capitalizations of at least $1 billion at the time of purchase and that the Subadviser considers to have above average prospects for growth. The stocks of mid and large cap companies in the fund's portfolio are those the Subadviser expects to maintain or achieve above average earnings growth. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.

Full HRCAX 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.