Home › Compare › IVE vs HDV

IVE vs HDV: Dividend Comparison 2026

IVE yields 1.64% · HDV yields 2.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDV wins by $2.3K in total portfolio value
10 years
IVE
IVE
● Live price
1.64%
Share price
$211.15
Annual div
$3.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.1K
Annual income
$181.87
Full IVE calculator →
HDV
iShares Core High Dividend ETF
● Live price
2.92%
Share price
$135.39
Annual div
$3.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$352.73
Full HDV calculator →

Portfolio growth — IVE vs HDV

📍 HDV pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodIVEHDV
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, IVE + HDV cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

IVE
Annual income on $10K today (after 15% tax)
$139.05/yr
After 10yr DRIP, annual income (after tax)
$154.59/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, HDV beats the other by $145.23/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVE: 50%HDV: 50%
100% HDV50/50100% IVE
Portfolio after 10yr
$23.2K
Annual income
$267.29/yr
Blended yield
1.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVE buys
0
HDV buys
0
No recent congressional trades found for IVE or HDV in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVEHDV
Forward yield1.64%2.92% ✓
Annual dividend / share$3.45$3.96 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.1K$24.3K ✓
Annual income after 10y$181.87$352.73 ✓
Total dividends collected$1.7K$3.2K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIVE PortfolioIVE Income/yrHDV PortfolioHDV Income/yrGap
1← crossover$10,864$163.59$11,002$292.38$138.00 → HDV
2$11,790$166.09$12,084$300.36$294.00 → HDV
3$12,784$168.46$13,250$308.02$466.00 → HDV
4$13,849$170.71$14,506$315.35$657.00 → HDV
5$14,992$172.84$15,858$322.35$866.00 → HDV
6$16,216$174.86$17,313$329.04$1.1K → HDV
7$17,528$176.76$18,878$335.42$1.4K → HDV
8$18,933$178.56$20,560$341.49$1.6K → HDV
9$20,439$180.26$22,367$347.25$1.9K → HDV
10$22,052$181.87$24,307$352.73$2.3K → HDV

IVE vs HDV: Complete Analysis 2026

IVE — Stock

The iShares S&P 500 Value ETF seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics.

Full IVE 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 →
📬

Get this IVE vs HDV comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IVE vs SCHDIVE vs JEPIIVE vs OIVE vs KOIVE vs MAINIVE vs VYMIVE vs DVYIVE vs SPHD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.