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HTRB vs HDV: Dividend Comparison 2026

HTRB yields 4.30% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HTRB wins by $2.2K in total portfolio value
10 years
HTRB
HTRB
● Live price
4.30%
Share price
$33.76
Annual div
$1.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$566.30
Full HTRB 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 — HTRB vs HDV

📍 HTRB 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 PeriodHTRBHDV
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, HTRB + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

HTRB
Annual income on $10K today (after 15% tax)
$365.38/yr
After 10yr DRIP, annual income (after tax)
$481.35/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, HTRB beats the other by $182.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HTRB: 50%HDV: 50%
100% HDV50/50100% HTRB
Portfolio after 10yr
$25.4K
Annual income
$459.01/yr
Blended yield
1.81%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HTRB buys
0
HDV buys
0
No recent congressional trades found for HTRB or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHTRBHDV
Forward yield4.30% ✓2.92%
Annual dividend / share$1.45$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.5K ✓$24.3K
Annual income after 10y$566.30 ✓$351.71
Total dividends collected$5.0K ✓$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHTRB PortfolioHTRB Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,130$429.86$11,002$291.67+$128.00 → HTRB
2$12,356$447.13$12,082$299.61+$274.00 → HTRB
3$13,685$463.92$13,247$307.23+$438.00 → HTRB
4$15,123$480.19$14,503$314.52+$620.00 → HTRB
5$16,678$495.94$15,854$321.50+$824.00 → HTRB
6$18,356$511.14$17,308$328.15+$1.0K → HTRB
7$20,167$525.78$18,871$334.49+$1.3K → HTRB
8$22,118$539.86$20,551$340.53+$1.6K → HTRB
9$24,220$553.36$22,357$346.27+$1.9K → HTRB
10$26,482$566.30$24,296$351.71+$2.2K → HTRB

HTRB vs HDV: Complete Analysis 2026

HTRB — Stock

Seeks a competitive total return with income as a secondary objective.

Full HTRB 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.