HomeCompareIUAEX vs HDV

IUAEX vs HDV: Dividend Comparison 2026

IUAEX yields 4.50% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IUAEX wins by $2.5K in total portfolio value
10 years
IUAEX
IUAEX
● Live price
4.50%
Share price
$28.58
Annual div
$1.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$599.81
Full IUAEX 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 — IUAEX vs HDV

📍 IUAEX 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 PeriodIUAEXHDV
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, IUAEX + HDV cover 0 of 12 monthsgood coverage

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

IUAEX
Annual income on $10K today (after 15% tax)
$382.20/yr
After 10yr DRIP, annual income (after tax)
$509.84/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, IUAEX beats the other by $210.89/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IUAEX: 50%HDV: 50%
100% HDV50/50100% IUAEX
Portfolio after 10yr
$25.6K
Annual income
$475.76/yr
Blended yield
1.86%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IUAEX buys
0
HDV buys
0
No recent congressional trades found for IUAEX or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIUAEXHDV
Forward yield4.50%2.92%
Annual dividend / share$1.29$3.96
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.8K$24.3K
Annual income after 10y$599.81$351.71
Total dividends collected$5.3K$3.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIUAEX PortfolioIUAEX Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$11,150$449.64$11,002$291.67+$148.00IUAEX
2$12,399$468.54$12,082$299.61+$317.00IUAEX
3$13,754$486.94$13,247$307.23+$507.00IUAEX
4$15,221$504.81$14,503$314.52+$718.00IUAEX
5$16,809$522.13$15,854$321.50+$955.00IUAEX
6$18,524$538.87$17,308$328.15+$1.2KIUAEX
7$20,376$555.01$18,871$334.49+$1.5KIUAEX
8$22,373$570.55$20,551$340.53+$1.8KIUAEX
9$24,524$585.49$22,357$346.27+$2.2KIUAEX
10$26,841$599.81$24,296$351.71+$2.5KIUAEX

IUAEX vs HDV: Complete Analysis 2026

IUAEXStock

The investment seeks to provide long-term capital appreciation. The fund primarily invests in the equity securities of foreign companies, including those in emerging markets, and is generally not limited by any particular capitalization, style or sector, and may invest in any foreign country. While the fund is generally not limited within its equity universe, the manager currently intends to focus on investing in mid to large capitalization companies in a diversified group of sectors and foreign countries. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities.

Full IUAEX 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.