Is IVFIX or HDV a better dividend investment in 2026?

IVFIX currently yields 3.40% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: IVFIX offers higher current income.

What is the dividend yield difference between IVFIX and HDV?

IVFIX has a forward dividend yield of 3.40% ($0.16/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.48 percentage points.

Home › Compare › IVFIX vs HDV

IVFIX vs HDV: Dividend Comparison 2026

IVFIX yields 3.40% · HDV yields 2.92%● Live data

vsPost on X →

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

🏆 IVFIX wins by $600.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

IVFIX

● Live price

3.40%

Share price

$4.81

Annual div

$0.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.9K

Annual income

$423.33

Full IVFIX 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 — IVFIX vs HDV

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

IVFIX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

IVFIX

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

$289.11/yr

After 10yr DRIP, annual income (after tax)

$359.83/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, IVFIX beats the other by $60.01/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

IVFIX: 50%HDV: 50%

100% HDV50/50100% IVFIX

Portfolio after 10yr

$24.6K

Annual income

$388.02/yr

Blended yield

1.58%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVFIX buys

HDV buys

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

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

MetricIVFIXHDV

Forward yield	3.40% ✓	2.92%
Annual dividend / share	$0.16	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$24.9K ✓	$24.3K
Annual income after 10y	$423.33 ✓	$352.73
Total dividends collected	$3.8K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	IVFIX Portfolio	IVFIX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,040	$340.12	$11,002	$292.38	+$38.00 → IVFIX
2	$12,164	$350.94	$12,084	$300.36	+$80.00 → IVFIX
3	$13,377	$361.36	$13,250	$308.02	+$127.00 → IVFIX
4	$14,684	$371.39	$14,506	$315.35	+$178.00 → IVFIX
5	$16,093	$381.03	$15,858	$322.35	+$235.00 → IVFIX
6	$17,610	$390.27	$17,313	$329.04	+$297.00 → IVFIX
7	$19,242	$399.12	$18,878	$335.42	+$364.00 → IVFIX
8	$20,997	$407.57	$20,560	$341.49	+$437.00 → IVFIX
9	$22,882	$415.64	$22,367	$347.25	+$515.00 → IVFIX
10	$24,907	$423.33	$24,307	$352.73	+$600.00 → IVFIX

IVFIX vs HDV: Complete Analysis 2026

IVFIX — Stock

The fund pursues its investment objective by investing primarily in equity securities of companies based in countries outside the United States, consisting principally of high dividend-paying stocks with dividend growth potential. It generally invests in large-cap or mid-cap stocks and may also hold depositary receipts and real estate investment trusts. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in dividend-paying securities.

Full IVFIX 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.