Is INCIX or HDV a better dividend investment in 2026?

INCIX currently yields 21.95% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: INCIX offers higher current income.

What is the dividend yield difference between INCIX and HDV?

INCIX has a forward dividend yield of 21.95% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 19.03 percentage points.

Home › Compare › INCIX vs HDV

INCIX vs HDV: Dividend Comparison 2026

INCIX yields 21.95% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 INCIX wins by $58.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

INCIX

● Live price

21.95%

Share price

$9.11

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$82.3K

Annual income

$8,258.61

Full INCIX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.39

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$352.73

Full HDV calculator →

Portfolio growth — INCIX vs HDV

📍 INCIX 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 Period	INCIX	HDV
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, INCIX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

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Nov

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Dec

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INCIX 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.

INCIX

Annual income on $10K today (after 15% tax)

$1,866.08/yr

After 10yr DRIP, annual income (after tax)

$7,019.82/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, INCIX beats the other by $6,720.00/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 INCIX + HDV for your $10,000?

INCIX: 50%HDV: 50%

100% HDV50/50100% INCIX

Portfolio after 10yr

$53.3K

Annual income

$4,305.66/yr

Blended yield

8.08%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

INCIX buys

HDV buys

No recent congressional trades found for INCIX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricINCIXHDV

Forward yield	21.95% ✓	2.92%
Annual dividend / share	$2.00	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$82.3K ✓	$24.3K
Annual income after 10y	$8,258.61 ✓	$352.73
Total dividends collected	$49.0K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	INCIX Portfolio	INCIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,895	$2,195.39	$11,002	$292.38	+$1.9K → INCIX
2	$16,444	$2,645.83	$12,084	$300.36	+$4.4K → INCIX
3	$20,748	$3,153.18	$13,250	$308.02	+$7.5K → INCIX
4	$25,919	$3,718.26	$14,506	$315.35	+$11.4K → INCIX
5	$32,074	$4,341.01	$15,858	$322.35	+$16.2K → INCIX
6	$39,340	$5,020.50	$17,313	$329.04	+$22.0K → INCIX
7	$47,849	$5,754.94	$18,878	$335.42	+$29.0K → INCIX
8	$57,740	$6,541.75	$20,560	$341.49	+$37.2K → INCIX
9	$69,159	$7,377.61	$22,367	$347.25	+$46.8K → INCIX
10	$82,259	$8,258.61	$24,307	$352.73	+$58.0K → INCIX

INCIX vs HDV: Complete Analysis 2026

INCIX — Stock

The fund will invest all of its assets in fixed income and fixed income-related securities, using a combination of long-short, long-only, short-only and hedging strategies. Fixed income securities in which the fund will invest are anticipated to generally consist of U.S. and foreign fixed income and fixed income-related securities of varying maturities and credit quality. It may invest in securities of any grade, including those that are rated below investment grade at the time of purchase.

Full INCIX 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.