Is IUSA or HDV a better dividend investment in 2026?

IUSA currently yields 12.55% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: IUSA offers higher current income.

What is the dividend yield difference between IUSA and HDV?

IUSA has a forward dividend yield of 12.55% ($2.00/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 9.63 percentage points.

Home › Compare › IUSA vs HDV

IUSA vs HDV: Dividend Comparison 2026

IUSA yields 12.55% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 IUSA wins by $21.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

IUSA

● Live price

12.55%

Share price

$15.94

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$45.7K

Annual income

$2,742.73

Full IUSA 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 — IUSA vs HDV

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

IUSA pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

IUSA

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

$1,066.83/yr

After 10yr DRIP, annual income (after tax)

$2,331.32/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, IUSA beats the other by $2,031.50/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 IUSA + HDV for your $10,000?

IUSA: 50%HDV: 50%

100% HDV50/50100% IUSA

Portfolio after 10yr

$35.0K

Annual income

$1,547.73/yr

Blended yield

4.42%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IUSA buys

HDV buys

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

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

MetricIUSAHDV

Forward yield	12.55% ✓	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	$45.7K ✓	$24.3K
Annual income after 10y	$2,742.73 ✓	$352.73
Total dividends collected	$19.8K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	IUSA Portfolio	IUSA Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,955	$1,255.10	$11,002	$292.38	+$953.00 → IUSA
2	$14,194	$1,402.32	$12,084	$300.36	+$2.1K → IUSA
3	$16,744	$1,556.05	$13,250	$308.02	+$3.5K → IUSA
4	$19,631	$1,715.47	$14,506	$315.35	+$5.1K → IUSA
5	$22,885	$1,879.73	$15,858	$322.35	+$7.0K → IUSA
6	$26,535	$2,047.94	$17,313	$329.04	+$9.2K → IUSA
7	$30,612	$2,219.22	$18,878	$335.42	+$11.7K → IUSA
8	$35,148	$2,392.67	$20,560	$341.49	+$14.6K → IUSA
9	$40,175	$2,567.45	$22,367	$347.25	+$17.8K → IUSA
10	$45,730	$2,742.73	$24,307	$352.73	+$21.4K → IUSA

IUSA vs HDV: Complete Analysis 2026

IUSA — Stock

Under normal market conditions, the Adviser seeks to achieve the fund’s investment objective by investing in the equity securities of U.S. companies in the S&P 500 that the Adviser determines score highly on the Adviser’s proprietary jobs, security and growth (JSG) scoring methodology, while also seeking to outperform the broad equity market. The fund, however, does typically maintain a portion of its assets in cash, typically 1 to 3%.

Full IUSA 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.